Our views

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

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.

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.