Welcome to “Trends under the Macroscope”, the new Macro series from CPR AM dedicated to Megatrends!
CPR AM is pleased to present its new audio meeting "Trends under the Macroscope".
Discover Bastien Drut, Head of Thematic Macro Strategy, and his Macroscope on the major transformations of the economy, macro, climate and social issues most likely to affect our investment processes.
CPR AM My Thematic Partner
45 - The concept of circular economy is gaining momentum
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.
43 - How decarbonization impacts equity markets
42 - The main takeaways of the World Energy Outlook 2022
A true reference, the World Energy Outlook of the International Energy Agency (IEA) provides an overview of global energy markets. The current context makes this edition particularly interesting, the
IEA qualifying the current crisis as the "first global energy crisis" that the world has known.
41 - Elevated inflation exacerbates inequalities
40 - Cyber-protection needs are exploding
Issues related to cybersecurity become more critical in the current context. The European Commission has just unveiled its Cyber Resilience Act.
39 - Demographics: what’s up?
The United Nations has just published its World population prospects 2022 report, which is really a reference document and gives us the opportunity to take stock of the major demographic trends.