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All the articles related to portfolio’s allocation
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Video Market update October 2020 - Cyrille Geneslay: "We are maintaining a cautious bias in all portfolios"
Cyrille Geneslay, fund manager at CPR Asset Management, indicates that he has reduced his equity exposure to 32% in the CPR Croissance Réactive fund. It also maintained a preponderant bias on the American markets while reducing its overall exposure to the American markets (...)
Opinion Pandemic poised to accelerate underlying trends
We now have a two-speed economy, and much talk about a disconnect between stock market and economy. But this won’t change our research and stock picking focus
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 (...)
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 (...)
Opinion Tech roars up: can markets follow?
From a more fundamental perspective, as mentioned in past updates, we are convinced that technology adoption (be it automation, cloud migration or less straightforward technology trends, such as AI, big data, machine learning..) still has a long way to go in a multitude of (...)
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