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Our views • September 18, 2026 • English

La Rentrée 2026

Key messages

1 minute(s) read

Our views • September 11, 2026 • English

Beyond electrification: Why infrastructure, industrial ecosystems and geography could shape the next phase of the energy transition

5 minute(s) read

Our views • August 5, 2026 • English

Quarter 2 2026: Our active stewardship illustrated

Find out how our active approach to stewardship was borne out in Q2 2026.

1 minute(s) read

Our views • July 16, 2026 • English

Sustainable investment and corporate governance: a new driver of competitiveness?

At FundForum, Lloyd McAllister, Head of Sustainable Investment, discusses how sustainability is evolving in response to shifting geopolitical and economic priorities.

Our views • June 12, 2026 • English

Carmignac – H2 2026 Outlook

Raphaël Gallardo sets out our economic perspectives for H2 2026, and Kevin Thozet talks about how the current macroeconomic backdrop translates into our investment strategy.

10 minute(s) read

Our views • June 8, 2026 • English

Political forces set to shape the 2026 AGM season

Our views on the trends shaping this AGM season.

Our views • May 12, 2026 • English

Quarter 1 2026: Our active stewardship illustrated

Find out how our active approach to stewardship was borne out in Q1 2026.

1 minute(s) read

Our views • April 9, 2026 • English

2025: Our active stewardship illustrated

Find out how our active approach to stewardship was borne out in 2025.

1 minute(s) read

Our views • March 2, 2026 • English

Responsible AI: Building trust and long-term value in the age of algorithms

Rita Wyshelesky, Senior ESG analyst, highlights our research approach, our proprietary Responsible AI due diligence framework and engagement priorities.

8 minute(s) read

Our views • February 23, 2026 • English

Healthy minds, healthy markets: The financial case for happy employees

5 minute(s) read

Our views • January 30, 2026 • English

Annual Meeting 2026: Key Messages

At our 2026 Annual Meeting, we review 2025 performance and present our macroeconomic outlook as well as our asset allocation convictions for 2026.

3 minute(s) read