Our views

Carmignac’s market views for the quarters ahead

2023 will be a year of global recession, but investment opportunities will arise from the continued desynchronization between the three largest economic blocs

The end of an active voting season is an opportunity for Carmignac to comment on the highlights of the season and report on how we voted at the shareholder meetings of our investee companies.

Initially, impact investing was considered an extension of philanthropy, as it was meant to help reduce the negative effects of business activity on the social and environmental dimensions. However, impact investing is now broader than that.

Regarding our extra-financial approach, the emphasis is now on our engagement through dialogue with companies in order to lead them towards more sustainable solutions. This quarter, we are focusing on our engagement with James Hardie and LG Chem.

What the Tobacco-Free Finance Pledge is, what supporting this initiative means, and why investors should favour divestment for this sector

The Russo-Ukrainian conflict induces a stagflation risk for the global economy