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According to Frédéric Samama, Chief Responsible Investment Officer at CPR AM, the fact that Central Banks are putting these issues on their agenda sends a signal that all corporates are increasingly evolving into an environment in which these themes are becoming (...)
As opposed to the automotive industry, hotel chains, airlines, and millions of SMEs fighting to cope with the COVID-19 crisis, the world’s leading tech companies have been remarkably unaffected by the effects of the coronavirus (...)
Cyrille Geneslay, fund manager at CPR Asset Management, indicates that he has reduced exposure to risky assets from 35% to 26% in a portfolio like CPR Croissance Réactive. Exposure to the dollar has increased to 10% (...)
Talib Sheikh, Head of Strategy, Multi-Asset, comments on the implications of a too-close-to-call U.S. election, and what the clarity of a Trump or a Biden win might mean.
It’s a mug’s game to try to predict the outcome of a US election, suffice to say, that at the time of writing, conviction is building among pollsters and investors that Biden has a large enough lead to secure a victory.
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