The launch of the 1st fund in 2009, on the theme of the aging of the population, allowed CPR AM to position itself as a leading player in the field of thematic investment.

When China's leading telecoms operators launched their 5G data plans on 1 November, they were two months ahead of schedule in going live with one of the world's biggest next-generation networks, demonstrating the pace of digital evolution in Asia's largest economy.

With stock markets close to all-time highs at a time of very elevated economic uncertainty, the question arises if investors have become too confident. Today's chart from The Yale School of Management Stock Market Confidence Indexes reveals how probable U.S. individual and institutional investors think a stock market crash is.

From a more fundamental perspective, as mentioned in past updates, we are convinced that technology adoption (be it automation, cloud migration or less straightforward technology trends, such as AI, big data, machine learning..) still has a long way to go in a multitude of end markets.

Global equities had their best quarter since 1998 in Q2 and started Q3 on a positive note. Markets could be choppier during summer, as valuations are rich in some leading sectors, seasonal liquidity is lower and many sources of risks remain...