Our views

Top Story

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 • July 23, 2025 • English

China: In stabilisation mode

Following a research trip to China, Naomi Waistell, shares on-the-ground insights into the country’s economic stabilisation efforts and the structural shifts redefining opportunities.

8 minute(s) read

Our views • July 1, 2025 • English

Trump 2.0: Make Emerging Markets great again

The re-election of Donald Trump has given investors globally a wake-up call, and it is making EM great again.

5 minute(s) read

Our views • June 13, 2025 • English

Carmignac - Outlook for the second semester of 2025

From ‘America first’ to global financial anarchy.

8 minute(s) read

Our views • May 27, 2025 • English

Quarter 1 2025: Our active stewardship illustrated

1 minute(s) read

Our views • May 1, 2025 • English

US-China trade war: the art of failure

Raphael Gallardo explains why Donald Trump may have badly misjudged his own bargaining power in his trade war with China and the potentially painful consequences for the American economy.

4 minute(s) read