Cette fois, on y est !
Flashback : mars 2022 pour les Américains, juillet 2022 pour les Européens marquent dans les deux cas le début d’une hausse de taux d’intérêts lourde de conséquences pour les foyers de ces zones monétaires.
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Aux taux réduits, les marchés sourient.
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Positionnement stratégique - Octobre 2024
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A busy fall ushers in a fresh start
September ended in positive territory on the stock markets, after a period of quite extraordinary volatility throughout August.
A hot August for the financial markets
August was a volatile month on the financial markets. Performance remains in positive territory, however, with global equities gaining 0.44% and European equities gaining 1.60%, while their US counterparts returned just 0.20%.
A short summer break
July was an interesting month for the financial markets, with volatility returning to mega caps against a backdrop of sector rotation. Although it was a difficult month for most investors, global indices nevertheless ended the month in the black, thanks to an exceptional close on the last day of July, following the announcements of the Fed.
News Flash - August 2024 - The return of market volatility
Volatility has made a strong comeback in the financial markets after months of relatively stable gains. On Friday, the S&P 500 lost nearly 2%, mainly due to a tough day for tech stocks.
Die US-Wahlen und ihre weltweiten Auswirkungen!
D’abord vainqueur du débat politique qui l’opposait à un Joe Biden sortant clairement affaibli de cet exercice, Donald Trump échappe dans la foulée à une tentative d’assassinat. Autant dire que les probabilités que le candidat républicain retourne à la Maison-Blanche 4 ans après son premier mandat ont sérieusement grimpé.
Tireless, these markets!
June saw the global markets continue to rise (more than 3% in EUR), seemingly untroubled by the gloomy atmosphere that followed the results of the European elections and the French government crisis.
Sunshine returns, volatility dissipates.
We all wondered where the sun went in May. It certainly shone on the equity markets, marking their recovery after a volatile month of April. Global equities rose by nearly 2,5% in euro, returning to or even exceeding the highs reached by the stock market indices at the end of March.
When appetite is strong, everything is strong.
As March drew to a close in the first quarter of the year, investors continued to benefit from a very favourable environment.
A rigorous approach in the US
January was a positive month for equity markets, whose upward trajectory continued in line with the last quarter of 2023. Global equities returned nearly 3% in euros, driven by the US markets (+3.5% in euros), which are still surfing the artificial intelligence wave. In Europe, the performance was positive, but remained more modest than that of the US, at 1.6%. Meanwhile, emerging markets are still struggling as they continue to bear the brunt of a Chinese economy in the midst of a real estate crisis.
Celebrating the records reached
The financial markets remained buoyant in February, with the strong performance of equities in particular continuing to set the tone. The global equity index rose by 4,7% in euros, posting a performance of more than 7% in 2024, thus enabling it to continue its momentum.
A Happy Ending to 2023
The financial markets ended 2023 on a very positive note: very favourable economic data pointed to a resilient economy, inflation stabilised and the US central bank (Fed) opened the door to rate cuts in 2024. In short, the markets are almost fully buying into the renowned soft landing scenario.