We think it is time to strengthen L/S Neutral funds allocation. While they faced months of challenging transversal stock rotations, we expect their environment to improve for several reasons.
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Allocation
Tuesday 16 December 2025
Articles
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Strategy Time to reinforce neutral fund allocations
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Video The Silver economy, a promising global investment
CPR AM started 2018 in a positive frame of mind regarding the "Global Silver Age" strategy. Find out more about the strategy with Vafa Ahmadi, Head of Global Thematic Equities and Jean-Dominique Seta,Thematic Equity Portfolio Manager.
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Video Market point March 2018
Cyrille Geneslay, multi asset portfolio manager at CPR Asset Management, said he took advantage of the market downturn to increase its equity exposure from 46% to 60% for the CPR Croissance Réactive fund ...
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Opinion How realistic are return expectations really February 2018 ?
Equities and real estate can structually deliver returns in excess of economic growth, but within limits, says Robeco investors Lukas Daalder.
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Opinion Europe’s Ugly Duckling Stocks Deserve More Love
Investors are looking at a very different Europe compared to one year ago. Even though Brexit talks are likely to drag on and Italy’s turbulent political environment is a potential wild card, political risk in Europe has eased dramatically.
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