Friday 18 June 2021
Citywire – Replay - Thematic Investing Virtual Conference
Wesley Lebeau from CPR AM and Philip Philippides from Amundi participated on June 9th 2021 to a virtual event dedicated to thematic investing and focused on Disruption.
Disruption is an accelerating phenomenon generating unparalleled growth & investment opportunities. It is happening across multiple sectors and geographies and although it is a single theme, it encapsulates multiple sub-themes. The CPR AM disruptive strategy seeks the “Next Disruptors” in four main areas: Digital Economy, Lifescience & Heath, Industry 4.0, Earth. In contrast to mono themes, this allows the strategy to evaluate, from a bottom up perspective, the most favourable sectors, styles, geographies to invest in and to navigate across changing market cycles and evolving opportunities.