Notre stratégie d'investissement pour le mois de mai 2024

from BNP Paribas Wealth Management · host Investment Strategy podcast

Dans ce podcast, Edmund Shing, Global CIO de BNP Paribas Wealth Management dévoile sa stratégie d'investissement pour le mois de mai 2024. Toute l’attention se focalise sur l'évolution des taux d'intérêt des banques centrales en 2024. Mais ces taux d'intérêt sont-ils vraiment si importants pour l'économie mondiale ?Quelle a été l'évolution de ces taux à long terme depuis le début de l'année et quel en a été l'impact ?Cette hausse des rendements obligataires américains est-elle une réaction excessive au maintien de l'inflation ? Quelles opportunités cela offre-t-il ?Le secteur manufacturier mondial semble en fort rebond, stimulé par les États-Unis et la Chine. Quels secteurs bénéficient de ce rebond cyclique ?Hosted on Ausha. See ausha.co/privacy-policy for more information.

Episode metadata supplied by the publisher feed · Published May 7, 2024

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Notre stratégie d'investissement pour le mois de mai 2024

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