Global businesses offer natural hedges against currency swings. As euro-based investors, it’s natural to worry about exchange rates, especially when investing in dollar-denominated assets. A key concern we often hear is: What happens if the US dollar weakens? Will this erode returns from US equities?

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.

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.