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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 • March 7, 2022 • English

Russia-Ukraine crisis: what are the impacts?

The Russo-Ukrainian conflict induces a stagflation risk for the global economy

2 minute(s) read

Our views • February 28, 2022 • English

2021, a year of active stewardship illustrated

As part of our commitment to improve corporate governance practices, we actively engage with the companies we invest in.

4 minute(s) read

Our views • January 13, 2022 • English

China remains a vital market over the long term

To invest in China, you have to be selective and be sustainable.

4 minute(s) read

Our views • November 29, 2021 • English

“We need to speed up the energy transition”

Now that COP26 has come to a close, urgent action is required to achieve the goal of carbon neutrality by 2050

5 minute(s) read

Our views • November 23, 2021 • English

The ABC of Taxonomy

EU Taxonomy: the answer to the question “what is green?”

6 minute(s) read

Our views • October 7, 2021 • English

Diversified active management, a solution to the uncertainties of 2022

The path of economic growth is expected to differ across regions in 2022 against a backdrop of rising prices, which would require investors to exercise a great deal of flexibility.

Speakers : David Older, Keith Ney, Kevin Thozet

3 minute(s) read

Our views • September 23, 2021 • English

Observations by a committed emissary

When Didier Saint-Georges decided to retire, he shared his personal testimonial to shed light from the inside on what fund management is about at Carmignac

13 minute(s) read