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Last month, Vafa Ahmadi, Head of Thematic Equities, and Jean-Eric Mercier, CEO of CPR AM, presented the thematic equities centre of expertise, which has 3,7 bn euros of Assets under Managements. This month, Estelle Ménard, Deputy Head of Thematic Equities, focuses on the restructuring approach: In a world where economic growth is going to remain modest for a long period and inflation is due to stay low, investors should focus on thematics with a self sustained story in order to outperform. This strategy is definitely one of these!
Could you describe your investment approach?
Our investment approach is based on a two segments. First, there is what we call «economic restructuring»: it refers to companies seeking a «margin effect» or a «profitability...
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