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Our views • November 11, 2025 • English

The New Asian Tigers: At the heart of the artificial intelligence revolution

Following a recent research trip to Taiwan and South Korea, Naomi Waistell, Co-Fund Manager of Carmignac Portfolio Emergents, highlights the renewed strength and global relevance of New Asian Tigers.

3 minute(s) read

Our views • June 11, 2024 • English

Carmignac - H2 2024 Outlook

Raphael Gallardo sets out our economic perspectives for H2 and Kevin Thozet describes our investment strategy in this environment.

Speakers : Raphaël Gallardo, Kevin Thozet

4 minute(s) read

Our views • May 31, 2024 • English

Electronic waste recycling – a global challenge

Discover more about the global challenge of E-waste and learn about our views on the topic from an investment perspective.

Speakers : Rita Wyshelesky

6 minute(s) read

Our views • May 17, 2024 • English

1st quarter 2024: Our active stewardship illustrated

1 minute(s) read

Our views • March 14, 2024 • English

Sustainable bonds: an investment opportunity?

As an active investor who commits to integrate Environmental, Social and Governance (ESG) considerations into our portfolios, Carmignac invests in sustainable bonds.

Speakers : Marion Plouhinec

2 minute(s) read