Découvrez le commentaire sur le marché obligataire de Mauro VALLE, responsable des titres à revenu fixe chez GENERALI INVESTMENTS PARTNERS.
Chaque semaine, Steven Bell, économiste en chef de Columbia Threadneedle Investments pour la région EMOA, commente l'environnement macroéconomique et les nouvelles qui dominent les marchés. Cette semaine, il se penche sur les marchés actions et se demande si l’on doit s’attendre au retour d’un marché baissier.
Western Asset : Nous pensons que les marchés frontières ont le potentiel d’offrir des opportunités d’investissement convaincantes. Leur complexité exige toutefois une analyse rigoureuse propre à chaque pays afin de gérer les risques de défaillance déterminés par leurs contextes politiques et économiques uniques.
L'hydroélectrique, l'éolien et le solaire sont notre solution la plus immédiate à la dépendance aux pays exportateurs d'hydrocarbures ou de minerai nucléaire.
Focus sur NextStage Croissance, première Unité de Compte de Private Equity lancée en 2016.
Fonds | YTD |
---|---|
Tikehau Short Duration – R – Acc – EUR | 3,64% |
BNP PARIBAS Diversipierre | -5,66% |
Fonds | YTD |
---|---|
OMNIBOND | 10,92% |
Montségur Croissance C | 9,50% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 9,00% |
Pictet – Atlas – P EUR : 2 | 6,75% |
Axiom Short Duration Bond Fund | 5,96% |
Haas Epargne Patrimoine C | 5,31% |
Federal Ethi-Patrimoine | 4,22% |
Stratégie Rendement | 4,19% |
Sycomore Allocation Patrimoine R | 4,05% |
Trusteam Optimum A | 4,02% |
CANDRIAM Risk Arbitrage | 3,87% |
Dorval Global Conservative | 3,76% |
Pluvalca Rentoblig | 3,75% |
Exane Pleiade Fund | 3,70% |
G FUND - ALPHA FIXED INCOME | 3,65% |
AIS Protect | 3,62% |
Clartan Patrimoine C | 3,38% |
Sanso Short Duration C | 3,28% |
CANDRIAM Patrimoine Obli Inter | 3,27% |
CT (LUX) EUROPEAN SOCIAL BOND | 3,17% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 2,92% |
DNCA Invest Eurose A EUR | 2,90% |
Dôm Reflex | 2,81% |
Durandal | 2,73% |
NN Green Bond | 2,53% |
HELIUM INVEST | 2,11% |
HELIUM FUND | 2,01% |
Fonds | YTD |
---|---|
Axiom European Banks Equity | 35,55% |
Echiquier Artificial Intelligence B EUR | 15,87% |
Invesco Global Consumer Trends | 10,39% |
MS INVF US Growth | 8,52% |
CANDRIAM Absolute Return Equity Market Neutral | 3,91% |
DNB Fund Renewable Energy | -6,66% |
BNP PARIBAS ENERGY TRANSITION | -15,48% |
Fonds | 1 mois |
---|---|
Tikehau Short Duration – R – Acc – EUR | 0,52% |
BNP PARIBAS Diversipierre | 0,20% |
Fonds | 1 mois |
---|---|
OMNIBOND | 1,61% |
Montségur Croissance C | -1,18% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 0,97% |
Pictet – Atlas – P EUR : 2 | 0,54% |
Axiom Short Duration Bond Fund | 0,72% |
Haas Epargne Patrimoine C | 0,66% |
Federal Ethi-Patrimoine | 1,16% |
Stratégie Rendement | 1,15% |
Sycomore Allocation Patrimoine R | 0,24% |
Trusteam Optimum A | 0,23% |
CANDRIAM Risk Arbitrage | 0,15% |
Dorval Global Conservative | 0,23% |
Pluvalca Rentoblig | 1,08% |
Exane Pleiade Fund | -0,43% |
G FUND - ALPHA FIXED INCOME | 0,37% |
AIS Protect | 0,29% |
Clartan Patrimoine C | 0,56% |
Sanso Short Duration C | 0,38% |
CANDRIAM Patrimoine Obli Inter | 0,42% |
CT (LUX) EUROPEAN SOCIAL BOND | 1,50% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 1,11% |
DNCA Invest Eurose A EUR | 0,01% |
Dôm Reflex | 0,87% |
Durandal | -0,87% |
NN Green Bond | 1,18% |
HELIUM INVEST | 0,92% |
HELIUM FUND | 0,09% |
Fonds | 1 mois |
---|---|
Axiom European Banks Equity | -0,55% |
Echiquier Artificial Intelligence B EUR | -0,08% |
Invesco Global Consumer Trends | 4,76% |
MS INVF US Growth | 3,90% |
CANDRIAM Absolute Return Equity Market Neutral | 0,40% |
DNB Fund Renewable Energy | 3,18% |
BNP PARIBAS ENERGY TRANSITION | 5,83% |
Fonds | 1 an |
---|---|
Tikehau Short Duration – R – Acc – EUR | 5,68% |
BNP PARIBAS Diversipierre | -14,20% |
Fonds | 1 an |
---|---|
OMNIBOND | 15,61% |
Montségur Croissance C | 20,48% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 13,12% |
Pictet – Atlas – P EUR : 2 | 8,43% |
Axiom Short Duration Bond Fund | 8,95% |
Haas Epargne Patrimoine C | 9,37% |
Federal Ethi-Patrimoine | 10,10% |
Stratégie Rendement | 9,55% |
Sycomore Allocation Patrimoine R | 8,27% |
Trusteam Optimum A | 7,48% |
CANDRIAM Risk Arbitrage | 4,96% |
Dorval Global Conservative | 7,09% |
Pluvalca Rentoblig | 7,82% |
Exane Pleiade Fund | 5,19% |
G FUND - ALPHA FIXED INCOME | 4,62% |
AIS Protect | 5,08% |
Clartan Patrimoine C | 6,28% |
Sanso Short Duration C | 4,35% |
CANDRIAM Patrimoine Obli Inter | 5,88% |
CT (LUX) EUROPEAN SOCIAL BOND | 9,43% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 12,80% |
DNCA Invest Eurose A EUR | 5,71% |
Dôm Reflex | 7,54% |
Durandal | 5,09% |
NN Green Bond | 11,16% |
HELIUM INVEST | 4,34% |
HELIUM FUND | 3,62% |
Fonds | 1 an |
---|---|
Axiom European Banks Equity | 45,77% |
Echiquier Artificial Intelligence B EUR | 32,68% |
Invesco Global Consumer Trends | 15,27% |
MS INVF US Growth | 25,88% |
CANDRIAM Absolute Return Equity Market Neutral | 4,45% |
DNB Fund Renewable Energy | 8,70% |
BNP PARIBAS ENERGY TRANSITION | -17,94% |
Fonds | 2 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 5,02% |
BNP PARIBAS Diversipierre | -11,10% |
Fonds | 2 ans |
---|---|
OMNIBOND | 9,80% |
Montségur Croissance C | 14,29% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 6,40% |
Pictet – Atlas – P EUR : 2 | 4,93% |
Axiom Short Duration Bond Fund | 6,59% |
Haas Epargne Patrimoine C | 5,86% |
Federal Ethi-Patrimoine | 7,23% |
Stratégie Rendement | 7,80% |
Sycomore Allocation Patrimoine R | 7,30% |
Trusteam Optimum A | 6,88% |
CANDRIAM Risk Arbitrage | 1,94% |
Dorval Global Conservative | 3,47% |
Pluvalca Rentoblig | 6,24% |
Exane Pleiade Fund | 2,17% |
G FUND - ALPHA FIXED INCOME | 3,74% |
AIS Protect | 1,78% |
Clartan Patrimoine C | 6,63% |
Sanso Short Duration C | 3,81% |
CANDRIAM Patrimoine Obli Inter | 6,34% |
CT (LUX) EUROPEAN SOCIAL BOND | 5,79% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 6,45% |
DNCA Invest Eurose A EUR | 8,41% |
Dôm Reflex | 7,25% |
Durandal | 1,00% |
NN Green Bond | 3,99% |
HELIUM INVEST | 4,76% |
HELIUM FUND | 4,02% |
Fonds | 2 ans |
---|---|
Axiom European Banks Equity | 53,15% |
Echiquier Artificial Intelligence B EUR | 20,45% |
Invesco Global Consumer Trends | 10,61% |
MS INVF US Growth | 12,55% |
CANDRIAM Absolute Return Equity Market Neutral | 6,43% |
DNB Fund Renewable Energy | -3,09% |
BNP PARIBAS ENERGY TRANSITION | -25,12% |
Fonds | 3 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 1,56% |
BNP PARIBAS Diversipierre | -8,01% |
Fonds | 3 ans |
---|---|
OMNIBOND | 3,55% |
Montségur Croissance C | 1,66% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -3,63% |
Pictet – Atlas – P EUR : 2 | 2,07% |
Axiom Short Duration Bond Fund | 2,15% |
Haas Epargne Patrimoine C | 1,51% |
Federal Ethi-Patrimoine | 0,52% |
Stratégie Rendement | 2,16% |
Sycomore Allocation Patrimoine R | 0,12% |
Trusteam Optimum A | 0,25% |
CANDRIAM Risk Arbitrage | 0,94% |
Dorval Global Conservative | 0,84% |
Pluvalca Rentoblig | 1,26% |
Exane Pleiade Fund | 1,55% |
G FUND - ALPHA FIXED INCOME | 2,23% |
AIS Protect | -0,90% |
Clartan Patrimoine C | 1,73% |
Sanso Short Duration C | 1,25% |
CANDRIAM Patrimoine Obli Inter | 1,26% |
CT (LUX) EUROPEAN SOCIAL BOND | -2,39% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,29% |
DNCA Invest Eurose A EUR | 2,97% |
Dôm Reflex | 2,79% |
Durandal | -0,49% |
NN Green Bond | -4,75% |
HELIUM INVEST | 1,48% |
HELIUM FUND | 2,13% |
Fonds | 3 ans |
---|---|
Axiom European Banks Equity | 24,22% |
Echiquier Artificial Intelligence B EUR | -6,70% |
Invesco Global Consumer Trends | -9,34% |
MS INVF US Growth | -14,26% |
CANDRIAM Absolute Return Equity Market Neutral | 2,27% |
DNB Fund Renewable Energy | -4,23% |
BNP PARIBAS ENERGY TRANSITION | -27,51% |