Our views

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Sustainable investing • April 25, 2025 • English

Underprepared companies in the crosshairs of physical climate risks

Physical climate risks will put inflationary pressures on economies and are forcing companies to reckon with the increasing threat these events pose.

4 minute(s) read

Market Analysis • January 30, 2024 • English

Our macroeconomic scenario

Our market perspectives for 2024

Sustainable investing • January 18, 2024 • English

2023: Our active stewardship illustrated

5 minute(s) read

Market Analysis • December 5, 2023 • English

Carmignac – H1 2024 Outlook

The slow landing of the economy over the first half of 2024 and mounting recessionary concerns as the year advances require active managers to be able to reallocate their portfolios.

6 minute(s) read

Sustainable investing • December 1, 2023 • English

3rd quarter 2023: Our active stewardship illustrated

Market Analysis • September 27, 2023 • English

Our macroeconomic scenario - September 2023

Our market outlook for the coming months

1 minute(s) read

Sustainable investing • September 1, 2023 • English

2nd quarter 2023: our active stewardship illustrated

5 minute(s) read

Sustainable investing • July 17, 2023 • English

Our environmental expectations through Climate

Discover our views and expectations on Climate presented by Lloyd McAllister, our Head of Sustainable Investment.

1 minute(s) read

Sustainable investing • July 17, 2023 • English

Our social expectations through Empowerment

Discover our views and expectations on Empowerment presented by Maxime Carmignac, our Managing Director of Carmignac UK.

1 minute(s) read

Sustainable investing • July 17, 2023 • English

Our governance expectations through Leadership

Discover our views and expectations on Leadership presented by Marion Plouhinec, our Senior ESG Analyst.

1 minute(s) read

Sustainable investing • July 3, 2023 • English

Takeaways from the 2023 voting season

For active owners like Carmignac, the Annual General Meeting (AGM) season represents an opportunity to make our voices heard through voting and often represents the culmination of a busy period of engagement.

6 minute(s) read