Investissement

La croissance des bénéfices des Sept Magnifiques devrait rester solide, mais ce sont surtout les 493 autres entreprises du S&P 500 qui affichent des chiffres de plus en plus robustes.

A recent analysis of portfolio allocations reveals the stocks most favoured by top-performing equity managers globally.

While the «Magnificent Seven» are expected to deliver strong results, it is the remaining 493 companies in the S&P 500 that are increasingly catching attention with improving earnings.

Global emerging markets local currency bonds had a tough 2024, but two standout strategies—Capital Group and Colchester—weathered the storm with distinct approaches. Morningstar analysis reveals the key differences driving their results.

The world faces mounting challenges in 2025, according to the latest Global Risks Report published by the World Economic Forum.

Several chief investment officers from Dutch private banks have raised concerns about the «great danger» of consensus forecasts on US equities for 2025.

En 2025, le monde sera confronté à des défis toujours plus importants, alerte le Global Risk Report 2025 du Forum économique mondial.

Donald Trump, the newly inaugurated 47th President of the United States, is wasting no time in implementing his agenda. Investors are on edge: what will this mean for the US economy?

Trump’s second term promises lower taxes, market-friendly policies, and bold trade moves, but risks with Russia, China, and inflation could shape global markets profoundly, write Han Dieperink in his latest column.

Les entreprises européennes sont trop « rigides » et vont devoir accepter le changement pour rester compétitives au niveau international. Les opportunités d’investissement abondent sur le Vieux Continent, mais les investisseurs sont freinés par son image dégradée.