Comme nous l’avons souligné la semaine dernière[1], il y a peu d’actifs en territoire positif pour un investisseur européen (basé en euros) depuis le printemps dernier, du fait notamment de la montée de l’euro.
Recentrons-nous alors sur les actifs européens. Quels sont les actifs qui peuvent encore se révéler attractifs pour les prochains mois ?...
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