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Institutional’s articles related to investments’ trends
Articles
Strategy A country divided
Abbie Llewellyn-Waters, fund manager, global sustainable equities at Jupiter, reflects on the meaning of the democrat victory and the implications for investors.
Opinion The US election: What it could mean for technology
Biden has to date said little on big tech and has no clear tech policy advisors; he has said in interviews he is more interested in content moderation than competition policy. However House Democrats have put forward a report advocating major changes to anti-trust laws (...)
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 (...)
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% (...)
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.
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