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January 2021

Opinion UK Equities: Resurrection of the deplorable asset class!

If the UK equity market was out of favour at the beginning of 2020, it’s even more so now. Until the arrival of three vaccines prompted a wave of market exuberance towards the end of the year, UK equities had fallen approximately 20%. The only two worse-performing equity (...)

January 2021

Opinion Outlook 2021: Global and thematic equities

Global equities can continue to perform well in 2021, but tech may have to share the limelight with some unloved areas. Meanwhile, a number of mega-trends will continue to gather pace.

December 2020

Video Vafa Ahmadi: "In thematic management, our assets reach 12 billion euros"

The launch of the 1st fund in 2009, on the theme of the aging of the population, allowed CPR AM to position itself as a leading player in the field of thematic investment.

October 2020

Opinion Tech innovation: reaching all sectors Companies across a range of industries are deploying innovative technologies to spark rapid growth, creating attractive investment opportunities

When China’s leading telecoms operators launched their 5G data plans on 1 November, they were two months ahead of schedule in going live with one of the world’s biggest next-generation networks, demonstrating the pace of digital evolution in Asia’s largest (...)

October 2020

Strategy Are investors too confident?

With stock markets close to all-time highs at a time of very elevated economic uncertainty, the question arises if investors have become too confident. Today’s chart from The Yale School of Management Stock Market Confidence Indexes reveals how probable U.S. individual and (...)

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