INSIGHTS

The effects of the pandemic, war, persistent environmental degradation, and inequality mean that the role of sustainability in business and investment has never been higher profile.

In 2022, the consideration of Environmental, Social and Governance (ESG) factors and sustainable investing was inevitably put to the test, notably through increased scrutiny of definitions and a politicisation of the debate, particularly in the US.

In late May 2013, financial markets experienced a period of turbulence known as the "Taper Tantrum".

No need to look far to benefit from emerging market potential

From mid-February to March 2023, Carmignac’s EM team travelled to China. This trip was the first in three years due to Covid lockdown and makes Carmignac one of the first developed-market asset managers to get back on the ground!