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All the articles related to portfolio’s allocation

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May 14

News Euro HY funds see inflows again

According to Bank of America Merrill Lynch, it seems that outflows from Euro/European focused HY funds have stopped. Over the past 2wk Euro focussed European domiciled funds have recorded healthy inflows putting an end to weeks of poor (...)

April 13

News CPR Croissance - Market point April 2018

According to Cyrille Geneslay, fund manager at CPR Asset Management, Donald Trump’s stock is disrupting investors and this is capturing the rebound potential of the stock market. It says it has reduced its exposure to Japanese equities and European equities in the CPR Growth (...)

March 29

Strategy Survival of the fittest: adapting to complex markets

With monetary tightening expected, investors will need to consider the sensitivity of their equity portfolio to sovereign bonds and protect it as far as possible through active stock selection and sector allocation.

March 28

Strategy Time to reinforce neutral fund allocations

We think it is time to strengthen L/S Neutral funds allocation. While they faced months of challenging transversal stock rotations, we expect their environment to improve for several reasons.

March 27

Strategy The Silver economy, a promising global investment

CPR AM started 2018 in a positive frame of mind regarding the "Global Silver Age" strategy. Find out more about the strategy with Vafa Ahmadi, Head of Global Thematic Equities and Jean-Dominique Seta,Thematic Equity Portfolio (...)

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