Our views

All insights

Our views

Carmignac's Note

Strategies insight

Edouard Carmignac's Letter

Financial education

Top Story

Our views • October 16, 2026 • English

When biodiversity matters for investors

In this article, we share our views on how biodiversity impacts our portfolio and make some surprising findings.

3 minute(s) read

Our views • October 7, 2026 • English

AI and the labour market

Disruption, diffusion and the real pace of change.

6 minute(s) read

Our views • September 30, 2026 • English

Emerging Markets: Can the Rally Continue?

3 questions for Xavier Hovasse.

Our views • September 29, 2026 • English

Carmignac Patrimoine: Three Years at the Helm, What’s Next?

3 questions for Eliezer Ben Zimra.

1 minute(s) read

Our views • September 29, 2026 • English

Our macroeconomic scenario

3 questions for Raphaël Gallardo.

1 minute(s) read

Our views • September 18, 2026 • English

La Rentrée 2026

Key messages

1 minute(s) read

Our views • September 11, 2026 • English

Beyond electrification: Why infrastructure, industrial ecosystems and geography could shape the next phase of the energy transition

5 minute(s) read

Our views • August 5, 2026 • English

Quarter 2 2026: Our active stewardship illustrated

Find out how our active approach to stewardship was borne out in Q2 2026.

1 minute(s) read

Our views • July 16, 2026 • English

Sustainable investment and corporate governance: a new driver of competitiveness?

At FundForum, Lloyd McAllister, Head of Sustainable Investment, discusses how sustainability is evolving in response to shifting geopolitical and economic priorities.

Our views • June 12, 2026 • English

Carmignac – H2 2026 Outlook

Raphaël Gallardo sets out our economic perspectives for H2 2026, and Kevin Thozet talks about how the current macroeconomic backdrop translates into our investment strategy.

10 minute(s) read

Our views • June 8, 2026 • English

Political forces set to shape the 2026 AGM season

Our views on the trends shaping this AGM season.