CPR AM My Thematic Partner

Welcome to our new podcast series #AI Talking Heads. In this new audio event, our experts share insights and ideas, all part of our new approach to Artificial Intelligence strategy. In this episode, our experts explore The AI value chain? The content of this podcast is based on the decoding article “The AI value chain” by Bastien Drut, Head of Research and Strategy at CPRAM and Wesley Lebeau, Deputy Head of Global Thematic Equities at CPRAM The voices used were generated with artificial intelligence. Hosted by Ausha. See ausha.co/privacy-policy for more information.

Welcome to our new podcast series #AI Talking Heads. In this new audio event, our experts share insights and ideas, all part of our new approach to Artificial Intelligence strategy. In this episode, our experts explore Tech : A new bubble or a new cycle? The content of this podcast is based on the decoding article “Tech : A new bubble or a new cycle?” by Bastien Drut, Head of Research and Strategy at CPRAM and Wesley Lebeau, Deputy Head of Global Thematic Equities at CPRAM The voices used were generated with artificial intelligence. Hosted by Ausha. See ausha.co/privacy-policy for more information.

Welcome to our new podcast series #AI Talking Heads. In this new audio event, our experts share insights and ideas, all part of our new approach to Artificial Intelligence strategy. In this episode, our experts explore What AI demand means for electricity and industrial markets? The content of this podcast is based on the decoding article “What AI demand means for electricity and industrial markets?” by Bérénice Lacroix, Climate Equity Analyst, - CPRAM, Alfred Buot de l'Epine, Tech Equity Analyst - CPRAM and Annalisa Usardi, CFA, Head of Advanced Economies Modelling, Amundi Investment Institute The voices used were generated with artificial intelligence. Hosted by Ausha. See ausha.co/privacy-policy for more information.

Welcome to our new podcast series #AI Talking Heads. In this new audio event, our experts share insights and ideas, all part of our new approach to Artificial Intelligence strategy. In this episode, our experts explore How is Technology reshaping the economy in real-time? The content of this podcast is based on the decoding article “What tech means to the economy?” by Bastien Drut, Head of Research and Strategy. The voices used were generated with artificial intelligence. Hosted by Ausha. See ausha.co/privacy-policy for more information.

Welcome to our new podcast series #AI Talking Heads. In this new audio event, our experts share insights and ideas, all part of our new approach to Artificial Intelligence strategy. In this first episode, our experts explore how artificial intelligence (AI) might reshape economic factors such as capital, labor, and productivity. It uses established economic models to assess potential short- and long-term effects. The content of this podcast is based on the decoding article “How to think about the AI impact on the economy” by Bastien Drut, Head of Research and Strategy and Annalisa Usardi, Senior Economist, Amundi Investment Institute and the voices used were generated with artificial intelligence. Hosted by Ausha. See ausha.co/privacy-policy for more information.

Vincent Roynel nous parle de la nouvelle stratégie thématique climatique de CPR AM sur la filière de l’hydrogène pour soutenir la transition vers la neutralité carbone. Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Focus sur la Disruption, avec Wesley LEBEAU, Gérant Actions Thématiques chez CPR AM. Interview Patrimoine 24 Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Thematic investing seeks to identify structural trends able to generate long-term growth, and to selects companies that are exposed to them may therefore benefit from this long-term supplement of growth. Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

« Elle est présente dans notre vie de tous les jours, dans l’actualité aussi ; et c’est un thème d’investissement qui fait sens : c’est la disruption » Regards croisés sur la Disruption avec Estelle Menard et Wesley Lebeau Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Avec Estelle Ménard, Responsable Adjointe de la gestion thématique chez CPR AM. Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Avec Wesley Lebeau, Gérant Actions thématiques chez CPR AM. Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Avec Estelle Ménard, Responsable Adjointe de la gestion thématique chez CPR AM. Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Avec Wesley Lebeau, Gérant Actions thématiques chez CPR AM. Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Avec Wesley Lebeau, Gérant Actions thématiques chez CPR AM. Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Avec Estelle Ménard, Responsable Adjointe de la gestion thématique chez CPR AM. Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Avec Estelle Ménard, Responsable Adjointe de la gestion thématique chez CPR AM. Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Avec Estelle Ménard, Responsable Adjointe de la gestion thématique chez CPR AM. Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Avec Wesley Lebeau, Gérant Actions thématiques chez CPR AM. Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.