Our views

Raphael Gallardo sets out our economic perspectives for H1 and Kevin Thozet describes our investment strategy in this environment.

Imane Kabbaj, head of sustainable investment specialists, explores the origins of ESG in CLOs, how ESG integration in CLOs evolved overtime, how Carmignac integrates ESG in CLOs and what the future looks like.

Exploring insights on the different fixed income segments amidst a synchronized global monetary easing cycle.

Raphaël Gallardo, Kevin Thozet, and Lloyd McAllister look ahead to the potential impact of the US election result on the economy, markets, asset allocation and sustainable investments.

Discover how we voted at the shareholder meetings of the companies we invest in through our portfolios under management.

Raphael Gallardo sets out our economic perspectives for H2 and Kevin Thozet describes our investment strategy in this environment.

Discover more about the global challenge of E-waste and learn about our views on the topic from an investment perspective.