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Trends under the Macroscope cover
Trends under the Macroscope cover

Trends under the Macroscope

Trends under the Macroscope

www.cpr-am.com
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Trends under the Macroscope cover
Trends under the Macroscope cover

Trends under the Macroscope

Trends under the Macroscope

www.cpr-am.com
Subscribe

Description

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

Description

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

44 episodes

  • 45 - The concept of circular economy is gaining momentum cover
    45 - The concept of circular economy is gaining momentum cover
    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 by Ausha. See ausha.co/privacy-policy for more information.

    04min | Published on January 17, 2023

  • 43 - How decarbonization impacts equity markets cover
    43 - How decarbonization impacts equity markets cover
    43 - How decarbonization impacts equity markets

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

    05min | Published on November 30, 2022

  • 42 - The main takeaways of the World Energy Outlook 2022 cover
    42 - The main takeaways of the World Energy Outlook 2022 cover
    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 by Ausha. See ausha.co/privacy-policy for more information.

    05min | Published on November 15, 2022

  • 41 - Elevated inflation exacerbates inequalities cover
    41 - Elevated inflation exacerbates inequalities cover
    41 - Elevated inflation exacerbates inequalities

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

    04min | Published on October 21, 2022

  • 40 - Cyber-protection needs are exploding cover
    40 - Cyber-protection needs are exploding cover
    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 by Ausha. See ausha.co/privacy-policy for more information.

    05min | Published on October 7, 2022

  • 39 - Demographics: what’s up? cover
    39 - Demographics: what’s up? cover
    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 by Ausha. See ausha.co/privacy-policy for more information.

    06min | Published on September 20, 2022

  • 38 - Is the Inflation Reduction Act a real turning point for the decarbonization of the US economy? cover
    38 - Is the Inflation Reduction Act a real turning point for the decarbonization of the US economy? cover
    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 by Ausha. See ausha.co/privacy-policy for more information.

    05min | Published on September 6, 2022

  • 37 - The environmental issues of maritime transport cover
    37 - The environmental issues of maritime transport cover
    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 by Ausha. See ausha.co/privacy-policy for more information.

    04min | Published on July 18, 2022

  • 36 - How cities are adapting to the increase in flooding risk cover
    36 - How cities are adapting to the increase in flooding risk cover
    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.   Hosted by Ausha. See ausha.co/privacy-policy for more information.

    05min | Published on June 28, 2022

  • 35 - The impact of remote work on housing prices is far from anecdotal cover
    35 - The impact of remote work on housing prices is far from anecdotal cover
    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.   Hosted by Ausha. See ausha.co/privacy-policy for more information.

    05min | Published on June 8, 2022

  • 1
    2

    ...

    5

Description

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

Description

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

44 episodes

  • 45 - The concept of circular economy is gaining momentum cover
    45 - The concept of circular economy is gaining momentum cover
    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 by Ausha. See ausha.co/privacy-policy for more information.

    04min | Published on January 17, 2023

  • 43 - How decarbonization impacts equity markets cover
    43 - How decarbonization impacts equity markets cover
    43 - How decarbonization impacts equity markets

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

    05min | Published on November 30, 2022

  • 42 - The main takeaways of the World Energy Outlook 2022 cover
    42 - The main takeaways of the World Energy Outlook 2022 cover
    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 by Ausha. See ausha.co/privacy-policy for more information.

    05min | Published on November 15, 2022

  • 41 - Elevated inflation exacerbates inequalities cover
    41 - Elevated inflation exacerbates inequalities cover
    41 - Elevated inflation exacerbates inequalities

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

    04min | Published on October 21, 2022

  • 40 - Cyber-protection needs are exploding cover
    40 - Cyber-protection needs are exploding cover
    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 by Ausha. See ausha.co/privacy-policy for more information.

    05min | Published on October 7, 2022

  • 39 - Demographics: what’s up? cover
    39 - Demographics: what’s up? cover
    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 by Ausha. See ausha.co/privacy-policy for more information.

    06min | Published on September 20, 2022

  • 38 - Is the Inflation Reduction Act a real turning point for the decarbonization of the US economy? cover
    38 - Is the Inflation Reduction Act a real turning point for the decarbonization of the US economy? cover
    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 by Ausha. See ausha.co/privacy-policy for more information.

    05min | Published on September 6, 2022

  • 37 - The environmental issues of maritime transport cover
    37 - The environmental issues of maritime transport cover
    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 by Ausha. See ausha.co/privacy-policy for more information.

    04min | Published on July 18, 2022

  • 36 - How cities are adapting to the increase in flooding risk cover
    36 - How cities are adapting to the increase in flooding risk cover
    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.   Hosted by Ausha. See ausha.co/privacy-policy for more information.

    05min | Published on June 28, 2022

  • 35 - The impact of remote work on housing prices is far from anecdotal cover
    35 - The impact of remote work on housing prices is far from anecdotal cover
    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.   Hosted by Ausha. See ausha.co/privacy-policy for more information.

    05min | Published on June 8, 2022

  • 1
    2

    ...

    5
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