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November 2020

Opinion Central Banks: leading the path towards Impact Investing

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 (...)

November 2020

News Market Cap of the Big Five Companies Surged by 46% YTD to $7.1trn, Amazon Leads with an 80% Jump

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 (...)

November 2020

Video Market update November 2020 - Cyrille Geneslay: "We have reduced our exposure to risky assets"

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% (...)

November 2020

Opinion More Volatility, Questions About Stimulus

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.

October 2020

Opinion Investing through the US election

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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