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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 • May 22, 2023 • English

"Bond anniversaire": Taper Tantrum 10 years on

In late May 2013, financial markets experienced a period of turbulence known as the "Taper Tantrum".

5 minute(s) read

Our views • May 3, 2023 • English

Q1 2023: a quarter of active stewardship illustrated

3 minute(s) read

Our views • February 21, 2023 • English

Carmignac’s ESG expectations: a guide for our investee companies

As an independent and high-conviction investor, we have chosen to prioritise our ESG focus on the following three core themes, Climate, Empowerment and Leadership that are important to our business and in which we feel we can make a tangible difference.

2 minute(s) read

Our views • January 26, 2023 • English

Our macroeconomic scenario for 2023

Carmignac’s market views for the quarters ahead

1 minute(s) read

Our views • January 12, 2023 • English

2022: a year of active stewardship illustrated

5 minute(s) read

Our views • December 27, 2022 • English

Q3 2022: a quarter of active stewardship illustrated

2 minute(s) read

Our views • December 1, 2022 • English

2023 Outlook: seizing opportunities amidst a wall of worries

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

4 minute(s) read

Our views • August 1, 2022 • English

Q2 2022: a quarter of active stewardship illustrated

4 minute(s) read

Our views • July 25, 2022 • English

Investor of conviction, investor of action: takeaways from the 2022 voting season

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.

3 minute(s) read

Our views • July 19, 2022 • English

Impact Investing and the 17 SDGs

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.

1 minute(s) read