Trends under the Macroscope

CPR Asset Management

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 Research and 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   Hosted on Ausha. See ausha.co/privacy-policy for more information.

  1. 17/01/2023

    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.   Hosted on Ausha. See ausha.co/privacy-policy for more information.

    5 min

  2. 30/11/2022

    43 - How decarbonization impacts equity markets

    Hosted on Ausha. See ausha.co/privacy-policy for more information.

    5 min

  3. 15/11/2022

    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.   Hosted on Ausha. See ausha.co/privacy-policy for more information.

    6 min

  4. 21/10/2022

    41 - Elevated inflation exacerbates inequalities

    Hosted on Ausha. See ausha.co/privacy-policy for more information.

    5 min

  5. 07/10/2022

    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.  Hosted on Ausha. See ausha.co/privacy-policy for more information.

    5 min

  6. 20/09/2022

    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.  Hosted on Ausha. See ausha.co/privacy-policy for more information.

    6 min

  7. 06/09/2022

    38 - Is the Inflation Reduction Act a real turning point for the decarbonization of the US economy?

    The United States adopted the Inflation Reduction Act this summer, a major climate and energy bill. Democrats are touting it as the law with the largest climate investments in the country's history. This law includes many distinct spending items and it is important to analyze it in detail to appreciate the extent of progress.   Hosted on Ausha. See ausha.co/privacy-policy for more information.

    5 min

  8. 18/07/2022

    37 - The environmental issues of maritime transport

    The oceans play a very big role in the global economy, given that more than 90% of global trade is transported by sea. Recent works have shown that tightening of environmental regulation of cargo ships can lead to spectacular gains in terms of public health.  In the years to come, additional efforts will be made to drastically reduce the sector's greenhouse gas emissions, very likely with the implementation of new technologies, such as the use of hydrogen.   Hosted on Ausha. See ausha.co/privacy-policy for more information.

    5 min
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À propos

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 Research and 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   Hosted on Ausha. See ausha.co/privacy-policy for more information.

Informations

  • Création
    CPR Asset Management
  • Années d’activité
    2021 - 2023
  • Épisodes
    44
  • Classification
    Tous publics
  • Copyright
    © CPR Asset Management
  • Site web de l’émission
    Trends under the Macroscope