Notre stratégie d'investissement pour juin 2026

from BNP Paribas Wealth Management · host Investment Strategy podcast

Dans ce podcast, Edmund Shing, Global Chief Investment Office, discute de notre stratégie d'investissement pour juin 2026.La trajectoire des valeurs liées au matériel informatique peut-elle se prolonger ? Le risque de correction est-il désormais sous-estimé par les marchés ?Quel équilibre se dessine pour les hyperscalers et plus largement pour l’écosystèmes tech ?Quelle stratégie adopter pour les investisseurs exposés au S&P 500, au Nasdaq, au marché émergent ou aux valeurs technologiques ?Où subsistent encore des opportunités de valorisation attractives ?Quels sont les trois grands axes d'investissement permettant de capter la dynamique structurelle liée à l'essor de l'intelligence artificielle ?Hosted on Ausha. See ausha.co/privacy-policy for more information.

Episode metadata supplied by the publisher feed · Published Jun 10, 2026

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Notre stratégie d'investissement pour juin 2026

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