


Perspectives: Actions
Bien que stressante, la volatilité des marchés actions et les corrections en cours d’année sont étonnamment fréquentes.
Depuis 1980, le S&P 500 enregistre en moyenne une baisse intra-annuelle d’environ 14 %, avec des replis pouvant atteindre jusqu’à 40 %. Ces données permettent de relativiser les récentes turbulences sur les marchés.
Europe’s defence offensive
Shielded by NATO’s safety assurances and the US’s defence umbrella, Europe has long been lulled into a false sense of security. However, Russia’s encroachment on Europe’s borders and a polarising presidency across the Atlantic have finally forced the Old Continent to wake up from its decade-long slumber. It is a rude awakening, one that calls for strategic investment, bold action, and serious commitment.
Europe means business
The eurozone has shown clear signs of resilience this year, with GDP up 0.4% in Q1, driven by strong job markets and falling inflation, currently at 2.2%. But growth prospects took a hit after the US announced a 20% levy on EU goods, denting exports and business confidence.