Beyond the Plate – Why we Favour Personal Care Over Food Companies
Mark Denham, fund manager of the FP Carmignac ICVC European Leaders Fund, explains the fund’s...
Perspectives
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....
Latest Articles
Taking Another Look at ESG Integration in Sovereign Investments
Drawing on four years of experience in implementing Environmental, Social and Governance (ESG) considerations into sovereign models, our fixed income Portfolio Managers and Sustainable Investment...
Why Global Fixed Income Strategies are Important in Today’s Market Environment
With the macroeconomic environment becoming more uncertain, investors should be prepared for, and be able to adapt to, several potential outcomes in 2025. Expanding...
Decoding Tariffs: What’s the Economic Impact?
A new round of tariffs targeting Canada, Mexico and China has whipsawed financial markets in recent days as investors wrestle with the implications of rising...
Most Viewed
A Storm Warning for Safe Havens
The aim of Donald Trump’s administration is disruption – also regarding geopolitics. The bond market...
Green Footprints?
Nature-related risks, including biodiversity loss and climate change, are growing concerns for real estate investors....
SustainAbility: Are we in the Early Stages of an Innovation Gold Rush in Healthcare?
Exposure to the healthcare sector and to our next generation medicine theme has been core...
Trending
Artificial Intelligence in Transition
From American titans to new international players Two years after...
Five Reasons to Buy European Loans
In a world where interest rates may remain higher for...
Public vs. Private Markets: How Rates Impact Opportunities
Attractive investment opportunities exist in both public and private capital...
IS THE AI INDUSTRY IN A “DEEPSEEK”?
Over the weekend, a Chinese AI start-up funded by quant...
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High Yield: Shelter From the (Rate) Storm?
High yield bonds and loans have proven their ability to weather uncertainty and look well-suited for an...
Artemis Funds (Lux) – Short-Dated Global High Yield Bond update
David Ennett and Jack Holmes, managers of Artemis Funds (Lux) – Short-Dated Global High Yield Bond, report...
Cybersecurity Risk & Resilience: Guidance for Investors
Cybersecurity is a growing and financially material risk to investment portfolios. This new report by Railpen and...
Eye on SI: 2025 Outlook
Our sustainable investing outlook focuses on three themes: nuclear energy, extreme weather, and water dependency. What are...