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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 31, 2022 • English

An active start in the year

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.

3 minute(s) read

Our views • May 31, 2022 • English

Why people should consider not investing in the tobacco industry

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

2 minute(s) read

Our views • March 7, 2022 • English

Russia-Ukraine crisis: what are the impacts?

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

2 minute(s) read

Our views • February 28, 2022 • English

2021, a year of active stewardship illustrated

As part of our commitment to improve corporate governance practices, we actively engage with the companies we invest in.

4 minute(s) read

Our views • January 13, 2022 • English

China remains a vital market over the long term

To invest in China, you have to be selective and be sustainable.

4 minute(s) read

Our views • November 29, 2021 • English

“We need to speed up the energy transition”

Now that COP26 has come to a close, urgent action is required to achieve the goal of carbon neutrality by 2050

5 minute(s) read

Our views • November 23, 2021 • English

The ABC of Taxonomy

EU Taxonomy: the answer to the question “what is green?”

6 minute(s) read

Our views • October 7, 2021 • English

Diversified active management, a solution to the uncertainties of 2022

The path of economic growth is expected to differ across regions in 2022 against a backdrop of rising prices, which would require investors to exercise a great deal of flexibility.

3 minute(s) read

Our views • September 23, 2021 • English

Observations by a committed emissary

When Didier Saint-Georges decided to retire, he shared his personal testimonial to shed light from the inside on what fund management is about at Carmignac

13 minute(s) read

Our views • June 11, 2021 • English

Net zero = the end of fossil fuels?

4 questions & answers to understand the complex energy transition and net zero emission dilemma

4 minute(s) read