Nos convictions, #LePodcast artwork

Nos convictions, #LePodcast

11 episodes - French - Latest episode: 18 days ago -

Bienvenue dans l’émission « Nos convictions, #Le podcast » le rdv mensuel des experts de CPRAM qui décryptent l’économie et les marchés financiers. 

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Episodes

1 - Décryptage de l'économie, des marchés financiers et nos convictions - Mars 2024

March 11, 2024 15:12 - 8 minutes - 7.85 MB

Dans notre première édition, Juliette Cohen, stratégiste nous indique le chiffre du mois de février à retenir, Malik Haddouk, directeur de la gestion diversifiée nous décrypte les marchés sur le mois de février et revient sur le fait marquant. Et enfin, Julien Levy-Kern, gérant de portefeuille diversifié nous partage ses convictions sur les thématiques à suivre.

9 - Debrief of the ECB governing council of June 2022

June 13, 2022 14:22 - 5 minutes - 5.14 MB

 Christine Lagarde made it clear that inflation was now the ECB's No. 1 concern, before anything else. And it's a true rate hike cycle that will start in July, after years of unconventional monetary policies. On the other hand, no concrete announcement regarding the fragmentation risk.  

9 - Debrief of the FOMC, Ma 2022

May 09, 2022 14:30 - 6 minutes - 5.62 MB

The Fed has officially started the process of reducing its balance sheet, raised its key rates by 50 bps and pre-announced two more 50 bps rate hikes... but is voluntarily vague for the future because it probably does not want to damage credit markets too much.    

8 - Debrief of the FOMC, Ma 2022

May 09, 2022 14:30 - 6 minutes - 5.62 MB

The Fed has officially started the process of reducing its balance sheet, raised its key rates by 50 bps and pre-announced two more 50 bps rate hikes... but is voluntarily vague for the future because it probably does not want to damage credit markets too much.    

7 - Debrief of the ECB Governing Council of April 2022

April 20, 2022 10:11 - 4 minutes - 4.25 MB

While there are more clouds for the growth outlook and that the upside risks for inflation have intensified, the ECB confirms that it wants to normalize its monetary policy. Indeed, governors are worried about a possible de-anchoring of inflation expectations.  

6 - Debrief of the FOMC, March 2022

March 21, 2022 11:13 - 5 minutes - 4.59 MB

At this committee, the Fed raised its key rates for the first time since 2018 and since the covid 19 epidemic. But most of all, Jerome Powell confessed for the first time that the Fed was late in normalization cycle.       

5 - Debrief of the ECB Governing Council of March 2022

March 14, 2022 10:13 - 4 minutes - 4.31 MB

In a complicated context (war in Ukraine and sharp rise in energy prices), the ECB confirms the normalization of its monetary policy by announcing that it will purchase less assets in Q2 and that it could even stop these purchases in Q3.

4 - Debrief of the ECB Governing Council of February 2022

February 04, 2022 15:46 - 4 minutes - 4.11 MB

Christine Lagarde explains that the ECB now considers that the risks to the inflation outlook are titled to the upside and that it could tighten its monetary policy as soon as 2022.

3 - Debrief of the FOMC, January 2022

January 31, 2022 11:18 - 4 minutes - 4.15 MB

The Fed says it will not get cold feet. The first rate hike should take place in March. The schedule for the balance sheet reduction gets clearer.       

2 - Presentation of the French Prudential Supervision and Resolution Authority's climate pilot exercise

November 16, 2021 10:17 - 7 minutes - 6.47 MB

The French Prudential Supervision and Resolution Authority (ACPR) and the Paris financial center demonstrate their mobilization in the fight against climate change through the implementation of stress tests aimed at emphasizing the importance for financial institutions and supervisors to amplify and accelerate their actions in response to the climate emergency.  

1 - The requirements of the SFDR regulation and its implications for CPR AM

October 26, 2021 09:38 - 7 minutes - 6.81 MB

What is the the scope of the SFDR (“Sustainable Finance Disclosure Regulation”)?  What is at stake for CPR AM and more generally for asset management companies?Answers by Catherine Crozat, Head of ESG Project at CPR AM