Carmignac

The voting season represents an opportunity for Carmignac to make our voice heard. During the 2024 voting season, we increased our support for shareholder-led resolutions, with 64% of them being supported. We cast a vote against management in 61% of the meetings we voted. In the interest of transparency, we share how we voted at the shareholder meetings of the companies in our portfolios, with a focus on the following key topics: • Executive pay • Technology advancements • Future of nutrition • Climate transition • Protection of minority shareholders’ interests • Empowerment of employees 🔎 Find out more about our 2024 voting activity: https://okt.to/3t1D5B #assetmanagement #marketingcommunication #finance #investment #investinginyourinterest

In his role, Christian Elliott will support the firm’s growth strategy, with a focus on the wholesale and institutional client segments in London and the Channel Islands. He reports to Gavin Ward, who joined the company in September 2023 as head of UK business development. Gavin Ward comments: “Christian is joining Carmignac at an exciting time in our UK development. We’ve recently celebrated the fifth anniversary of our UK OEIC range and implemented a new business development strategy focused primarily on wholesale and institutional investors. I am confident Christian’s wealth of experience across the UK distribution market will prove most valuable as we serve our growing client base. We’re delighted to have him on board.” To know more → https://okt.to/criPfW #Investment #finance #marketingcommunication #assetmanagement #investinginyourinterest

2024 continues to be marked by the return of merger and acquisition activity, mega deals and increased bids, after three years of a down cycle. To take advantage of this promising environment, don't hesitate to read the interview of our Merger and Arbitrage portfolio managers Fabienne Cretin Stephane Dieudonne : https://okt.to/Y2ZcOC #Investment #Investing #Marketingcommunication #Assetmanagement

2024 continues to be marked by the return of merger and acquisition activity, mega deals and increased bids, after three years of a down cycle. To take advantage of this promising environment, don't hesitate to read the interview of our Merger and Arbitrage portfolio managers Fabienne Cretin Stephane Dieudonne : https://okt.to/5vA6fL #Investment #Investing #Marketingcommunication #Assetmanagement

2024 continues to be marked by the return of merger and acquisition activity, mega deals and increased bids, after three years of a down cycle. To take advantage of this promising environment, don't hesitate to read the interview of our Merger and Arbitrage portfolio managers Fabienne Cretin Stephane Dieudonne : https://okt.to/38wHxS #Investment #Investing #Marketingcommunication #Assetmanagement

📝 We are pleased to present our 2023 Stewardship Report introduced by a foreword from our Chairman and CIO, Edouard Carmignac. 🔎 The report provides details on how we integrate stewardship considerations into each stage of our investment process, which we believe are more important than ever before. 🌱 Specific topics discussed include how we are considering climate change, ESG in sovereign bonds and investment aligned to the United Nation’s Sustainable Development Goals, amongst a range of other topics. #assetmanagement #marketingcommunication #finance #investment

The role of currencies is often misunderstood, leading to a "home-currency bias" among most investors. However, incorporating currencies into a portfolio can optimise asset allocation. In fact, currencies can operate as both an alpha driver and a hedging strategy, thereby improving the risk-adjusted returns of a global allocation. #Investment #Investing #Marketingcommunication #Assetmanagement

📢 Guillaume Rigeade is nominated for best Fund Manager of the year to the IV Edition of the RankiaPro Europe Awards. You can support him by voting here → https://lnkd.in/g2R_ssYm #assetmanagement #finance #marketingcommunication #investment #carmignac

We have now more attractive merger arbitrage spreads. Spreads have started to reflect rising rates and repricing of risk premium. The M&A risk premium is the risk that the deal is not completed but note that this risk is deal specific. The advantage of having higher risk-free rates enables better remuneration for each operation. We are currently at termination rate levels close to historical lows. In other words, the risk of an M&A deal being abandoned is much lower than in previous years. We are now better remunerated for less termination risk. #Investment #Investing #Marketingcommunication #Assetmanagement

8 deals worth over $10 billion were announced in the 1st quarter of 2024, compared with just 4 in the last quarter of 2023, driven by large US deals in the Energy, Technology and Financial sectors. The number of global operations announced in the first three months of the year totaled 92, up 48% on the same period last year. The return of “mega deals” is a clear sign of confidence among corporate leaders. #Investment #Investing #Marketingcommunication #Assetmanagement