Our Monthly Investment Review : May 2022
Financial markets are being influenced primarily by macroeconomic factors, and only to a lesser extent by company fundamentals.
Energy transition: take action now!
Hurricanes, droughts... When it comes to environmental issues, it is clear that humanity is now facing a real climate emergency.
5 minutes with… Michel Wiskirski, Carmignac Energy Transition Expert
Discover Carmignac Portfolio Green Gold, our sustainable equity fund acting for climate mitigation and energy transition
Why people should consider not investing in the tobacco industry
What the Tobacco-Free Finance Pledge is, what supporting this initiative means, and why investors should favour divestment for this sector
The burden of inflation isn’t the same in the US and Europe
The strong inflationary pressure impacting the global economy is manifesting itself differently in the US and Europe.
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.
Investing today is all about flexibility and risk management
The three managers of our FP Carmignac Patrimoine explain how they cope with the current challenging environment
In response to inflation, we must be bold and optimistic
Frédéric Leroux, a member of Carmignac’s strategic investment committee, outlines three steps Europe can take in response to the return of inflation.
Demystifying bonds in a matter of minutes
What is a bond? How does this financial asset work? What are the benefits?