Changement de paradigme ?
vers vidéo ? Ou article ?Guy Wagner, Chief Investment Officer BLI - Banque de Luxembourg Investments
- Marchés boursiers à des sommets historiques (malgré une croissance économique mondiale assez faible et l’instauration partielle de tarifs douaniers)
- Marché américain très cher (comparé à sa moyenne historique)
- Perspectives attrayantes du marché japonais
- Méfiance accrue vis-à-vis des obligations
- Dépréciation du dollar
- Appréciation et potentiel de l’or.
Décryptage des marchés
Marchés boursiers : comment expliquer l’envolée alors que l’économie mondiale tourne au ralenti ?
Actions américaines : les sommets atteints sont-ils justifiés ?
Obligations : les emprunts obligataires des pays industrialisés n’ont-ils plus la cote ?
Or : préférable d’investir dans de l’or physique ou dans des entreprises aurifères ?
Décryptage dans notre podcastA retrouver dans cette édition de Perspectives
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Originally from a family of entrepreneurs in Luxembourg and with a degree in Economics from the Université Libre of Brussels, Guy Wagner joined Banque de Luxembourg in 1986, where he was successively responsible for the Financial Analysis and Asset Management departments, then became Managing Director of BLI - Banque de Luxembourg Investments, an asset management company newly created in 2005. From July 2022 on, he devotes himself exclusively to his role as Chief Investment Officer, to the management of the portfolios and to the management of the team in charge management of the various funds.
LinkedIn
Publication date September 2025.
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