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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 • 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.

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.

2 minute(s) read

Our views • January 30, 2024 • English

Our macroeconomic scenario

Our market perspectives for 2024

Our views • January 18, 2024 • English

2023: Our active stewardship illustrated

5 minute(s) read

Our views • 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