Bastien DRUT

Head of Thematic Macro Strategy, CPR Asset Management

7/11/2022

Economy & Markets

For the Fed, the impossible QT

The Fed has started shrinking its balance sheet as part of its fight against elevated inflation.

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7/05/2021

Equity

SPACs: Beyond exuberance, back to reality

SPACs (Special Purpose Acquisition Company) are companies created and listed on an exchange with the purpose of buying a growth company later.

26/04/2021

Economy & Markets

Shifts & Narratives #2 - Inflation: something deep awakens

One year ago, as the Covid-19 crisis had just begun, we wrote about its potential inflation implications from both a cyclical and a structural standpoint....

22/06/2020

Podcasts

Outerblue Talks Research - The "Day After" series - A possible inflationary cocktail

5/06/2020

Podcasts

Outerblue Talks Research - The "Day After" series - Social inequalities

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6/02/2018

Capital Market Assumptions

Asset Class Returns Forecasts - Q1 - 2018

The robust global economic growth experienced in 2017 is expected to continue into 2018, albeit with some notable exceptions such as UK.

1/07/2017

Retirement

Pension Funds Letter 2

Investors on both sides of the Atlantic, having been preoccupied for several months, now have clarity on several fronts.