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This podcast has
36 episodes
Language
EnglishPublisher
CPR Asset ManagementExplicit
No
Date created
2021/04/30
Latest episode
2022/06/28
Average duration
6 min.
Release period
19 days
Description
Welcome to “Trends under the Macroscope”, the new Macro series from CPR AM dedicated to Megatrends! CPR AM is pleased to present its new audio meeting "Trends under the Macroscope". Discover Bastien Drut, Head of Thematic Macro Strategy, and his Macroscope on the major transformations of the economy, macro, climate and social issues most likely to affect our investment processes. CPR AM My Thematic Partner
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Check latest episodes from Trends under the Macroscope podcast
36 - How cities are adapting to the increase in flooding risk
2022/06/28
It is now well established that global warming increases the probability of violent flooding episodes. A recent study focusing on 9,500 cities in 175 countries measured the local economic impact of floods and shows that adaptation measures greatly mitigate this negative impact. The subject of adaptation and resilience to climate disasters will arise more and more and should take an increasingly important place in public policies.
35 - The impact of remote work on housing prices is far from anecdotal
2022/06/08
Everybody has the intuition that because of remote work, a certain number of people
have left the big cities to go live in smaller cities and that this has propelled housing prices out of the big cities. A recent study shows that this phenomenon may explain more than half of the increase of house prices over the past two years.
34 - What do we know about « carbon » inequalities?
2022/05/19
Greenhouse gases emissions continue to rise but what do we really know about the distribution of emissions? A recent study shows that a small share of the world population is responsible for the bulk of emissions but the geographical breakdown is not necessarily obvious.
33 - What are the consequences for the labor market of the greening of the economy?
2022/05/02
Many countries or continents have made commitments to achieve net zero GHG emissions in 2050, 2060 or 2070. But what do we really know about the consequences it would have on the labor market? What will be the magnitude of the coming labor reallocation?
32 - What are the consequences of maritime transport disruptions on global economy ?
2022/04/12
More than 80% of trade in goods in volume is carried out by cargo. Maritime transport is therefore central for global trade but it encountered significant difficulties over the past 2 years (port congestion, longer travel times)… and this has disrupted supply chains and exacerbated inflationary pressures. The economic consequences are much more important than one might think at first sight.
31 - Greenflation, fossilflation, climateflation? What does this mean?
2022/03/29
Energy prices have risen very sharply recently, and even before Russia's invasion of Ukraine. We hear more and more about greenflation, fossilflation, climateflation, etc. We try to clarify these terms and see what they correspond to in practice, in order to get an idea of the reaction of central banks.
30 - Towards a ‘Paris agreement’ of plastics?
2022/03/09
As plastic waste invades the planet (12 million metric tons are leaking into the oceans each year), 175 countries agreed at the beginning of March 2022 to initiate a round of negotiations in order to put in place a binding agreement to limit the proliferation of
plastics and micro-plastics before the end of 2024.
29 - To which extent the acceleration of e-commerce observed during the covid crisis is persistent?
2022/02/18
It has been largely documented that the share of transactions carried out online has sharply risen during the covid crisis. Recent research has shown that this surge had largely been transitory, except for some sectors for which digitization has been boosted persistently by the pandemic.
28 - What do we know about mergers and acquisitions in the tech sector?
2022/02/08
In recent years, the acquisitions of GAFAM have regularly been in the news and got the
attention of political authorities. But they are clearly not the only ones to have been active in terms of M&A in the tech sector and the topic appears more complex than what some press articles suggest.
27 - How population ageing boosts robotisation and automation
2022/01/23
Robotization and automation have sharply accelerated in recent years and academic works now link this to population ageing, associated to a shrinking of the middle-aged labour force. At a time where labour shortages are in the news, robotization and automation will be central themes in the years to come.
26 - How climate change is affecting inflation and forcing central banks to adapt
2022/01/10
It is increasingly clear that climate change is disrupting the economy but also inflation, which will make the central banks’ tasks even more complicated. Climate change is becoming central in the economic analysis.
25 - Housing inequalities, one of the Fed’s big topics in 2022
2021/12/07
Several private institutions report a double digit increase in rents in the US, which
penalizes more the poorest households and is very likely to bring inflation to even more elevated levels in the coming months. This would prompt the Fed to tighten its monetary policy.
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