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
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.
36 - How cities are adapting to the increase in flooding risk
It is now well established that global warming increases the probability of violent flooding episodes. A recent study focusing on 9,500 cities in 175 countries measured the local economic impact of floods and shows that adaptation measures greatly mitigate this negative impact. The subject of adaptation and resilience to climate disasters will arise more and more and should take an increasingly important place in public policies.
35 - The impact of remote work on housing prices is far from anecdotal
Everybody has the intuition that because of remote work, a certain number of people
have left the big cities to go live in smaller cities and that this has propelled housing prices out of the big cities. A recent study shows that this phenomenon may explain more than half of the increase of house prices over the past two years.
34 - What do we know about « carbon » inequalities?
Greenhouse gases emissions continue to rise but what do we really know about the distribution of emissions? A recent study shows that a small share of the world population is responsible for the bulk of emissions but the geographical breakdown is not necessarily obvious.
33 - What are the consequences for the labor market of the greening of the economy?
Many countries or continents have made commitments to achieve net zero GHG emissions in 2050, 2060 or 2070. But what do we really know about the consequences it would have on the labor market? What will be the magnitude of the coming labor reallocation?
32 - What are the consequences of maritime transport disruptions on global economy ?
More than 80% of trade in goods in volume is carried out by cargo. Maritime transport is therefore central for global trade but it encountered significant difficulties over the past 2 years (port congestion, longer travel times)… and this has disrupted supply chains and exacerbated inflationary pressures. The economic consequences are much more important than one might think at first sight.