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Trends under the Macroscope

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  

Tracks

37 - The environmental issues of maritime transport 04:55 07/18/2022
36 - How cities are adapting to the increase in flooding risk 05:32 06/28/2022
35 - The impact of remote work on housing prices is far from anecdotal 05:25 06/08/2022
34 - What do we know about « carbon » inequalities? 04:59 05/19/2022
33 - What are the consequences for the labor market of the greening of the economy? 05:29 05/02/2022
32 - What are the consequences of maritime transport disruptions on global economy ? 05:36 04/12/2022
31 - Greenflation, fossilflation, climateflation? What does this mean? 04:41 03/29/2022
30 - Towards a ‘Paris agreement’ of plastics? 05:50 03/09/2022
29 - To which extent the acceleration of e-commerce observed during the covid crisis is persistent? 05:29 02/18/2022
28 - What do we know about mergers and acquisitions in the tech sector? 05:25 02/08/2022
27 - How population ageing boosts robotisation and automation 04:43 01/23/2022
26 - How climate change is affecting inflation and forcing central banks to adapt 05:21 01/10/2022
25 - Housing inequalities, one of the Fed’s big topics in 2022 04:34 12/07/2021
24 - The currency war goes digital 06:47 11/22/2021
23 - Metals, soon as economically important as fossil fuels 06:27 11/04/2021
22 - Are the prices of fossil fuels too low or too high? 05:18 10/18/2021
21 - How big is the digital economy ? 04:44 10/01/2021
20 - The infrastructure packages are crucial for the US climate policy 04:39 09/17/2021
19 - Increase in inequalities and accommodative monetary policies : what causes what ? 05:24 09/03/2021
18 - In Europe, the carbon neutrality by 2050 is now enshrined in law 04:28 07/01/2021
17 - Technological rivalries between great powers, stronger than ever 04:59 06/18/2021
16 - The decline of global inequalities stopped with the covid crisis 05:10 06/04/2021
15 - Cybersecurity is becoming a major economic theme 05:06 05/20/2021
14 - Remote working is here to stay. What are the economic consequences? 05:03 05/06/2021
13 - How has the covid crisis affected the megatrends? 04:45 04/29/2021
12 - The ambitious new climate commitments 04:34 04/22/2021
11 - Recent rise in food prices 05:56 04/16/2021
10 - Towards a paradigm shift regarding the taxation of multinational companies? 04:56 04/08/2021
9 - Is spending on clean energies good for economic growth? 04:35 03/30/2021
8 - Covid, excess savings and wealth inequalities 05:23 03/25/2021