#Focus Marchés - Optimiser son portefeuille actions avec la stratégie core-satellite

from Just Focus · host Aurore Perrin | Sapians

Investir en actions, ce n'est pas juste choisir entre le CAC 40 et le S&P 500. Derrière chaque indice, il y a des entreprises de tailles très différentes avec des logiques, des risques et des opportunités qui ne se ressemblent pas.Dans ce Focus Marchés, Aurore Perrin reçoit Nour Bendimered, Directeur des Investissements Marchés Financiers chez iVesta, pour comprendre les enjeux propres aux segments small, mid et large caps et savoir composer son portefeuille avec discernement.Dans cet épisode, vous découvrirez : Quelles sont les vraies différences entre small, mid et large caps ?ETF ou gestion active : est-ce que le choix change selon la taille des entreprises ?Comment intégrer ces différents segments dans son portefeuille, et dans quelles proportions ?Small et mid-cap européennes : potentiel de surperformance réel ou idée reçue ?Moins d'IPO, plus de private equity... Les marchés cotés se vident-ils ? Qu'est-ce que ça change pour un investisseur ?Bonne écoute ! Quelques ressources pour aller plus loin : Comment choisir un ETF ? Découvrez nos 5 conseils ! https://sapians.com/blog/comment-choisir-un-etfQuel ETF choisir pour une allocation performante et résiliente ? https://sapians.com/blog/quel-etf-choisirGestion Passive vs Gestion Active : comment mettre en place sa stratégie d'investissement ? https://sapians.com/blog/gestion-passive-vs-gestion-activeComment fonctionne un ETF ? https://sapians.com/blog/fonctionnement-etf -----------------------Attention : Les performances passées ne préjugent pas des performances futures et investir comporte des risques de perte partielle ou totale en capital. Ce contenu est informatif et ne constitue pas un conseil en investissement. Toute décision doit être adaptée à votre situation. Si vous souhaitez bénéficier de conseils personnalisés, veuillez créer votre compte ou prendre rendez-vous avec un conseiller Sapians.SAPIANS - RCS n°919 330 969 - ORIAS n°23003561 en qualité de CIF et COA. Activité de démarchage bancaire et financier.

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This episode was published on April 2, 2026.

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