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Our views • November 10, 2026 • English

The importance of doing your own homework

While demand for ESG-compliant investments remains strong, some investors’ willingness to engage in rigorous sustainability analysis has reduced, with many placing greater reliance on external ESG ratings, controversy screens and compliance assessments.

3 minute(s) read

Our views • December 15, 2025 • English

A view from the ground in Belem: Did COP30 deliver?

After attending the COP 30 in Belem, Imane Kabbaj comes back on what the COP delivered. She focuses on fossil fuels phase out, adaptation, Nationally determined contributions, Methane and Global Trade.

5 minute(s) read

Our views • December 5, 2025 • English

Carmignac – 2026 Outlook

Raphaël Gallardo sets out our economic perspectives for 2026 and Kevin Thozet describes our investment strategy in this environment.

8 minute(s) read

Our views • November 5, 2025 • English

A decade since Paris, can COP30 deliver another defining moment?

By William Benoit, Imane Kabbaj and Lloyd McAllister.

7 minute(s) read

Our views • October 29, 2025 • English

Quarter 3 2025: Our active stewardship illustrated

Find out how our active approach to stewardship was borne out in Q3 2025.

1 minute(s) read

Our views • October 3, 2025 • English

Our macroeconomic scenario

Three questions to Raphaël Gallardo.

Our views • September 30, 2025 • English

Carmignac: Insights and Perspectives

September 2025.

3 minute(s) read

Our views • September 12, 2025 • English

The fashion industry's crossroads: Can sustainable apparel deliver scalable returns?

Rita Wyshelesky explores whether sustainable fashion can overcome cost pressures, regulatory hurdles, and scalability challenges to deliver scalable financial returns, as investors weigh its long-term potential against the dominance of fast fashion.

6 minute(s) read