Several megatrends have recently been affected by the energy crisis and subsequent government decisions. This has also led to an acceleration of the energy transition but also a better awareness of the subjects of biodiversity and the circular economy. Furthermore, the question of demography is becoming increasingly central. The opportunity to take a look of the megatrends that will be decisive in 2023 with Bastien Drut, Head of Research and Strategy at CPR AM.
In the headlines
What are the key megatrends for 2023?
The concept of circular economy is gaining momentum - Trends Under the Macroscope #45
It is clear that humanity uses too many resources. In 2022, the ‘overshoot day’ was July 28, which means that to regenerate what humanity consumes today, we would need the equivalent of “1.75 Earths” in terms of area. As a result, the concept of circular economy, which was first pushed by environmental activists, is spreading more and more widely in society and in particular among political authorities: for example, the European Commission presented in 2022 two new packages of specific proposals, particularly with regard to packaging waste and on the generalization of the design of sustainable products.
Investing in European sovereignty is a necessity
By Vafa Ahmadi – Head of Global Thematic Equities
and Bastien Drut – Chief Thematic Macro Strategist
Paradoxically, the future clash over the debt ceiling is positive for the markets in the short term
By Bastien Drut, Chief Thematic Macro Strategist
How Europeans are responding to the Inflation Reduction Act
By Juliette Cohen, Strategist, and Bastien Drut, Head of Research and Strategy
Hydrogen - Future driver of the green revolution
Hydrogen is emerging as a key solution for tackling climate emergency, capable of achieving what other green energy sources have failed to accomplish on their own, namely to decarbonise the economic sectors responsible for the largest share of greenhouse gases’ emissions.
News
01/03/2023
CPR AM strengthens its thematic range with the launch of CPR Invest – Circular Economy
09/02/2023
How Europeans are responding to the Inflation Reduction Act
08/02/2023
Hydrogen - Future driver of the green revolution
08/02/2023
What are the key megatrends for 2023?
03/02/2023
Bastien Drut is appointed Head of Research and Strategy
CPR Invest - Global Silver Age
CPR Invest-Global Silver Age aims to capitalize on a promising theme, the ageing of the population, by investing in high-potential companies.It aims to outperform the global equity markets over a minimum five-year investment horizon by investing in companies that serve seniors, whose percentage of the population is rising constantly.
CPR Invest - Food For Generations
CPR Invest Food For Generations - From farms to forks, sustainablyGrowth engines throughout the food value chain. A contemporary theme driven by long-term trends. A sustainable approach to meet the global food challenge.
CPR Invest - Education
CPR Invest Education - The good equation to combine return potential with responsibilityA universal theme following us throughout our lives. An ecosystem relying on 3 educative pillars. An ESG approach for a responsible investing in education.
Responsible Investing, an essential priority
As companies, investors and asset managers, we share a great responsibility: that of bringing about our transition to sustainability. We at CPR AM embrace this responsibility, both as a company, in our internal practices, and as asset managers, in our investment solutions.
We also hope to shape tomorrow’s practices together by leveraging the power of finance.
Invest for good
+30
Year's experience
57
Billion euros in AUM
+100
Employees - of which one third are investment professionals
Source: CPR AM, as of 31 December 2022
Our expertise
Thematic investing
Our thematic investing approach provides an alternative to traditional strategies by seeking to capture sources for growth and performance through genuine long lasting trends to offer sustainable solutions to our clients.
Dynamic multi factor investing
Combining a traditional fundamental analysis with a quantitative model, the multi-factor management translates into creating widely diversified portfolios.
Asset Allocation
Multi-Asset management was developed by CPR AM from the moment the firm was founded and has now taken its place as one of its core capabilities.
Bonds
The bond managers handle the entire spectrum of bond investments, with a broad range of conventional and innovative solutions:
Innovative and active allocation strategies are independent of conventional benchmarked approaches.
Our pure directional approaches tap into the carry of asset classes (credit or inflation) without exposure to interest rates variations.
A bond allocation approach with two separate and complementary performance drivers aiming to offer a highly robust solution regardless of market configuration.
Liquidity solutions
CPR Asset Management offers cash management solutions with an emphasis on liquidity and risk control. A robust business model thanks to a unique ecosystem that combines an agile structure operating in close proximity with the markets and clients, and the might of Europe’s leading asset manager.
Research and strategy
Aware of the importance of macroeconomic research and a proper assessment of financial and fiscal policies, CPR AM has from the start provided a Studies and Strategy desk for its fund management activities