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Emerging equities • July 1, 2025 • English

Trump 2.0: Make Emerging Markets great again

The re-election of Donald Trump has given investors globally a wake-up call, and it is making EM great again.

5 minute(s) read

Sustainable investing • May 3, 2023 • English

Q1 2023: a quarter of active stewardship illustrated

3 minute(s) read

Sustainable investing • February 21, 2023 • English

Carmignac’s ESG expectations: a guide for our investee companies

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.

3 minute(s) read

Market Analysis • January 26, 2023 • English

Our macroeconomic scenario for 2023

Carmignac’s market views for the quarters ahead

1 minute(s) read

Sustainable investing • January 12, 2023 • English

2022: a year of active stewardship illustrated

5 minute(s) read

Sustainable investing • December 27, 2022 • English

Q3 2022: a quarter of active stewardship illustrated

2 minute(s) read

Market Analysis • December 1, 2022 • English

2023 Outlook: seizing opportunities amidst a wall of worries

2023 will be a year of global recession, but investment opportunities will arise from the continued desynchronization between the three largest economic blocs

4 minute(s) read

Sustainable investing • August 1, 2022 • English

Q2 2022: a quarter of active stewardship illustrated

4 minute(s) read

Sustainable investing • July 25, 2022 • English

Investor of conviction, investor of action: takeaways from the 2022 voting season

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.

5 minute(s) read

Sustainable investing • July 19, 2022 • English

Impact Investing and the 17 SDGs

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.

1 minute(s) read

Sustainable investing • May 31, 2022 • English

An active start in the year

Regarding our extra-financial approach, the emphasis is now on our engagement through dialogue with companies in order to lead them towards more sustainable solutions. This quarter, we are focusing on our engagement with James Hardie and LG Chem.

3 minute(s) read