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Market Analysis • March 11, 2025 • English

COVID-19 – Five years on

On 11 March 2020, the World Health Organisation declared Covid-19 a global pandemic. Five years on, three Carmignac experts look at the legacy for economies, financial markets and sustainable investing.

Sustainable investing • February 17, 2025 • English

Taking another look at ESG integration in sovereign investments

5 minute(s) read

Sustainable investing • February 10, 2025 • English

2024: Our active stewardship illustrated

1 minute(s) read

Market Analysis • January 14, 2025 • English

Marie-Anne Allier is Fund Manager of the Month by RankiaPro

The co-manager of Carmignac Sécurité shares her latest market views in an interview with RankiaPro.

Sustainable investing • December 23, 2024 • English

Our 2024 retrospective: The main market events and their ESG implications

Lloyd McAllister, Head of Sustainable Investment at Carmignac, looks back at the main market events of 2024 and assesses the role played by sustainable investment issues in these developments.

3 minute(s) read

Sustainable investing • December 20, 2024 • English

Putting Trump in perspective: Is it the end for Sustainable Investing?

As Donald Trump’s second presidential term looms, there are fears that all is doomed for sustainable investment. We are more optimistic. There will of course be trials and tribulations ahead, but a period of justifiable, and in some parts, required, challenge should be welcomed.

3 minute(s) read

Market Analysis • December 10, 2024 • English

Carmignac – H1 2025 Outlook

Raphael Gallardo sets out our economic perspectives for H1 and Kevin Thozet describes our investment strategy in this environment.

5 minute(s) read

Sustainable investing • December 5, 2024 • English

CLOs - the new frontier of ESG integration in fixed income markets

Imane Kabbaj, head of sustainable investment specialists, explores the origins of ESG in CLOs, how ESG integration in CLOs evolved overtime, how Carmignac integrates ESG in CLOs and what the future looks like.

3 minute(s) read

Patrimoine Strategy • December 3, 2024 • English

Carmignac Patrimoine celebrates 35 years

Find out how our flagship diversified strategy, Carmignac Patrimoine, remains an appealing solution today as it was 35 years ago.

1 minute(s) read

Sustainable investing • November 12, 2024 • English

3rd Quarter 2024: Our active stewardship illustrated

1 minute(s) read

Fixed Income Strategy • November 4, 2024 • English

Deep dive into fixed income markets

Exploring insights on the different fixed income segments amidst a synchronized global monetary easing cycle.

1 minute(s) read