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All the articles related to portfolio’s allocation
Articles
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.
Video 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 (...)
Video Market point March 2018
Cyrille Geneslay, multi asset portfolio manager at CPR Asset Management, said he took advantage of the market downturn to increase its equity exposure from 46% to 60% for the CPR Croissance Réactive fund ...
Opinion How realistic are return expectations really February 2018 ?
Equities and real estate can structually deliver returns in excess of economic growth, but within limits, says Robeco investors Lukas Daalder.
Opinion Europe’s Ugly Duckling Stocks Deserve More Love
Investors are looking at a very different Europe compared to one year ago. Even though Brexit talks are likely to drag on and Italy’s turbulent political environment is a potential wild card, political risk in Europe has eased (...)
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