EPISODE · Mar 7, 2025 · 19 MIN

It's all about Trump

from Myria AM - Le Podcast de la Gestion · host Pierre

Dans cet épisode, l'équipe de gestion de Myria AM revient sur :- Les principaux faits marquants du mois de février 2025- Les errements de la politique américaine- La surperformance des actions européennes- Le positionnement de nos fonds d'allocation d'actifs- Le naufrage rampant des actions technologiques américaines- Le retour en grâce des valeurs de défense en Europe- Et pour finir, les arbitrages réalisés au sein de nos portefeuilles d'actions européennes

Episode metadata supplied by the publisher feed · Published Mar 7, 2025

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It's all about Trump

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