
CPR Invest European Strategic Autonomy - Fund manager's convictions
By Damien Mariette, Thematic Equity Portfolio Manager
By Damien Mariette, Thematic Equity Portfolio Manager
By Juliette Cohen, Strategist
By Anne Le Borgne & Stéphane Soussan, Thematic Equity Portfolio Managers
On April 6th, CPR AM unveiled its new thematic fund, CPR Invest – European Strategic Autonomy, at a conference for about 100 clients and featuring the French Defence Minister Sébastien Lecornu, and Michel Barnier, a former French Minister of foreign affairs. This was followed by an online conference for an international audience.
CPR AM launches CPR Invest – Circular Economy, an actively managed global thematic equity fund which aims to support the transition from a linear economy to a circular economy.
By Juliette Cohen, Strategist, and Bastien Drut, Head of Research and Strategy
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.
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.