Equity markets: what are the prospects in a constantly changing environment?

(Video in French)

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Equity markets: what are the prospects in a constantly changing environment?

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Stéphane Levy, a strategist at IRIVEST Investment Managers, was a guest on the BFM Business programme Good Morning Market, hosted by Étienne Bracq, alongside Charles de Boissezon, Global Head of Equity Strategy at Société Générale CIB.

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The discussion covered:

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- US equity markets, driven in particular by the momentum of large-cap technology stocks and the Nasdaq’s new record highs.

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- Opportunities in the bond markets, against a backdrop of interest rates reaching levels not seen for nearly 20 years.

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- The positioning of our quantitative strategies, based on a disciplined approach and economic cycle modelling, with sectoral exposures shifting towards greater neutrality.

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This is an opportunity to revisit our investment management approach and the importance of adapting portfolios to different market phases.

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Read his presentation here: Morning Meeting : Bourse, les 7 magnifiques frôlent les 25 000 milliards de dollars de capitalisation - 06/10