{"id":6787,"date":"2024-08-01T12:38:41","date_gmt":"2024-08-01T16:38:41","guid":{"rendered":"https:\/\/ex-ponent.com\/mise-a-jour-de-mi-annee-2024\/"},"modified":"2024-08-01T13:25:12","modified_gmt":"2024-08-01T17:25:12","slug":"mise-a-jour-de-mi-annee-2024","status":"publish","type":"post","link":"https:\/\/ex-ponent.com\/fr\/mise-a-jour-de-mi-annee-2024\/","title":{"rendered":"Mise \u00e0 jour de mi-ann\u00e9e 2024"},"content":{"rendered":"

\"\"<\/h2>

Canada<\/h2>

Le march\u00e9 canadien a enregistr\u00e9 une performance solide au cours du premier semestre avec un rendement de 6,1% jusqu’\u00e0 pr\u00e9sent cette ann\u00e9e. Les noms financiers tels que la Banque Royale et Manuvie ont conduit la performance positive, aid\u00e9e par le secteur de l’\u00e9nergie. La s\u00e9lection canadienne d’Exponent a bien perform\u00e9 avec 6 des 15 meilleurs performeurs pr\u00e9sents dans votre portefeuille. Le secteur des t\u00e9l\u00e9communications, Shopify et le CNR ont \u00e9t\u00e9 les plus \u00e0 la tra\u00eene.<\/p>

\u00c9tats-Unis<\/h2>

Quelques noms technologiques s\u00e9lectionn\u00e9s ont domin\u00e9 les march\u00e9s am\u00e9ricains, et cette domination est encore plus extr\u00eame que celle observ\u00e9e en 2000. \u00c0 la fin juin 2024, 8 des 20 entreprises les plus valoris\u00e9es du S&P500 sont dans le secteur technologique et repr\u00e9sentent 37% du total de l’indice. En fait, les sept premi\u00e8res entreprises les plus valoris\u00e9es sont des noms technologiques.<\/p>

Comme vous le verrez sur le graphique ci-dessous, la concentration des sept premiers noms d\u00e9passe ce que la plupart des gestionnaires de portefeuille consid\u00e9reraient comme des poids prudents. En r\u00e9sum\u00e9, la diversification et une pond\u00e9ration appropri\u00e9e ont nui \u00e0 la performance en 2024. Nous savons que la gestion appropri\u00e9e des risques porte ses fruits \u00e0 long terme.<\/p>

Pour mettre cela en contexte historique, les entreprises technologiques repr\u00e9sentaient 20% de l’indice \u00e0 son apog\u00e9e en 2000, soit environ la moiti\u00e9 de ce qu’elles sont aujourd’hui.<\/p>

En ce qui concerne d’autres actifs, les obligations continuent de conna\u00eetre des difficult\u00e9s en 2024, sous-performant par rapport \u00e0 d’autres actifs. L’or et le p\u00e9trole, en revanche, se sont beaucoup mieux comport\u00e9s. Le rendement des obligations canadiennes \u00e0 cinq et dix ans suit \u00e0 peine l’inflation.<\/p>

\"\"<\/p>","protected":false},"excerpt":{"rendered":"

Canada Le march\u00e9 canadien a enregistr\u00e9 une performance solide au cours du premier semestre avec un rendement de 6,1% jusqu’\u00e0 pr\u00e9sent cette ann\u00e9e. Les noms financiers tels que la Banque Royale et Manuvie ont conduit la performance positive, aid\u00e9e par le secteur de l’\u00e9nergie. La s\u00e9lection canadienne d’Exponent a bien perform\u00e9 avec 6 des 15 […]<\/p>\n","protected":false},"author":7,"featured_media":6887,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1221,1215,1217,1222],"tags":[],"class_list":["post-6787","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-actualites-du-marche","category-apercus","category-en-vedette","category-videos"],"yoast_head":"\nMise \u00e0 jour de mi-ann\u00e9e 2024 | Exponent Investment Management<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ex-ponent.com\/fr\/mise-a-jour-de-mi-annee-2024\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Mise \u00e0 jour de mi-ann\u00e9e 2024\" \/>\n<meta property=\"og:description\" content=\"Canada Le march\u00e9 canadien a enregistr\u00e9 une performance solide au cours du premier semestre avec un rendement de 6,1% jusqu’\u00e0 pr\u00e9sent cette ann\u00e9e. 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