Notre stratégie d'investissement pour février 2026

from BNP Paribas Wealth Management · host Investment Strategy podcast

Dans ce podcast, Edmund Shing, Global Chief Investment Officer, et Jeremy Fasquelle discutent de notre stratégie d'investissement pour février 2026. Après un début d'année solide pour les actions mondiales et les matières premières, l'attention se porte sur une classe d'actifs encore largement sous-représentée dans les portefeuilles, malgré des fondamentaux en nette amélioration et des valorisations attractives.Pourquoi les investisseurs restent-ils sous-exposés aux marchés émergents ?Quels fondamentaux économiques plaident en faveur d'une allocation plus importante aujourd'hui ?Quel est le lien entre le dollar et la performance des marchés actions ?Quels marchés émergents se distinguent en 2026 ?Hosted on Ausha. See ausha.co/privacy-policy for more information.

Episode metadata supplied by the publisher feed · Published Feb 13, 2026

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Notre stratégie d'investissement pour février 2026

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