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If the CPR AM experts remain globally confident about the global economy in 2022, they nevertheless believe that the overall visibility on the markets has weakened. As a result, they tactically reduced their equity exposure, in particular through the addition of option (...)
CPR Asset Management organized an event on November 23, 2021 on the impact with renowned external speakers and its own experts on the theme: “Where Impact meets Thematic Investing”. During this day, there were 8 Speakers and 6 Workshops dedicated to Impact (...)
With more than 20 billion euros of assets under management in thematic equities, and investment philosophies committed to the major challenges of our century, such as access to education and care, the food chain, reduction inequalities or even the protection of the planet, (...)
Managers in the U.S. and Europe are continuing to reduce both their net and gross exposures, now converging near their long-term lows. They are selectively selling or shorting stocks that are the most exposed to tighter restrictions, preferring value stocks instead (to (...)
UBS, the world’s leading global wealth manager, is expecting a year of discovery that will reveal what a new “normal” looks like, after two years marked by lockdown and reopening. 2022 is expected to be ‘a year of two halves’, with high rates of economic growth and inflation in (...)
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