Nous sur pondérons la zone euro au sein des actions depuis novembre 2016. Nous maintenons cette position en allocation stratégique (6 mois /un an). Depuis le début de l’année 2017 et en euros, la hausse de l’Eurostoxx large a été de 13,3% vs. 16,7% pour les émergents (MSCI Em), 7% pour le Nikkeï 225 et 4,5% pour le S&P 500...
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