La volatilité est restée à l’avant-plan sur les marchés en août, alors que la reprise de l’économie en milieu de cycle et l’intensification du supercycle d’investissement dans l’intelligence artificielle (IA) ont fait contrepoids au conflit géopolitique persistant au Moyen-Orient. Pourtant, les marchés ont démontré une fois de plus que les perturbations géopolitiques peuvent être reléguées au rang de simple bruit, sachant [...]
Market Update July continued the themes of a summer of uncertainties, as global events continue to shape the macroeconomic backdrop, creating new opportunities as well as risks for investors. As the month came to a close, investors remained cautious as US-Iran tensions escalated, and once again shipping through the Strait of Hormuz came to an […]
Market Update June 2026 was defined by a stark divergence between resilient global indices and localized volatility, driven by a shifting geopolitical landscape and a turn in the AI narrative. The month brought a meaningful "broadening" as investors rotated away from dominant mega-cap tech names and toward more defensive and cyclical sectors, with focus shifting […]
« * » indique les champs nécessaires
