In a world where economic growth is likely to remain modest for a long time, and inflation is due to stay low, companies have to find other ways to generate growth, such as mergers and acquisitions.
The year undeniably got off to a shaky start. Concerns about Chinese growth, bargain-basement commodity prices, and the Brexit outcome, just to mention a few, triggered steep volatility on all financial markets. This has been a challenging year, to say the least, in terms of visibility...
Paris, September 27th - Wesley Lebeau joins CPR AM as Senior Portfolio Manager of ThematicEquities
2015 started on a promising note: the global growth was supposed to keep improving, driven by the recovery of developed countries. After the last measures of the ECB, the central banks’ role should have decreased, benefiting both micro and macroeconomic data. There were no clouds in this scenario: things were supposed to gradually get back to normal. But they didn’t: several miscommunications from central banks, mixed with feared investors shook the performances of CPR Invest Defensive, Reactive and Dynamic. At this beginning of 2016, Cyrille Geneslay, Balanced fund Manager, gives us his outlooks.
Many equities funds play the ageing structural trend, but few base their entire strategy on it : Clément Maclou, fund manager of CPR Silver Age, explains the strategy around this thematic equities fund, that registers robust performances.
CPR AM’s CIO and Fund Manager explain the SII related challenges and present their SII friendly strategy, which has 600 million euros of assets under management
InvestmentEurope has asked Arnaud du Plessis (left) and Stéphane Soussan (right), respectively senior portfolio manager Natural Resources & Gold and senior portfolio manager Natural Resources, Energy, Agriculture at CPR Asset Management, their current views on the commodities sector.
In a recent video dedicated to global high yield funds, Citywire’s head of cross-border investment research says CPR Credixx Global High Yield has grabbed her attention with an impressive first ranking position for its 3 year Total-Return performance,
There's not much for investors to get their teeth into when it comes to investment in sustainable food production but the menu is growing. Séphane Soussan, equity Global Agriculture strategy manager at CPR AM, is quoted among other experts revealing the juicy titbits in this nascent market.