2\/<\/strong> Dans ce contexte, le fait que nos autres alertes\u00a0(notamment \u00ab\u00a0synth\u00e9tiques\u00a0\u00bb et \u00ab\u00a0nouvelles strat\u00e9gies\u00a0\u00bb)\u00a0soient stables depuis deux mois montre que les grands donneurs d\u2019ordre ne\u00a0paniquent pas et n\u2019ont pas encore d\u00e9cid\u00e9 de la suite \u00e0 donner. La nervosit\u00e9\u00a0exprim\u00e9e d\u00e9pend bien uniquement du rejet des investisseurs traditionnels face\u00a0aux incertitudes et approximations des acteurs politiques.<\/p>\n 3\/<\/strong> Cette succession de faux d\u00e9part nous conforte dans\u00a0l\u2019id\u00e9e que le mouvement haussier li\u00e9 au retrait de protections dans le march\u00e9\u00a0n\u2019a toujours pas d\u00e9marr\u00e9 sur la zone euro, contrairement au reste du monde.<\/p>\n 4\/ <\/strong>L\u2019absence de confiance et d\u2019orientation claire\u00a0aboutit \u00e0 une dichotomie nette entre valeurs de croissance dites de qualit\u00e9 et\u00a0toutes les autres. Les proches publications de r\u00e9sultats t\u00e9moigneront de la\u00a0r\u00e9alit\u00e9 des entreprises et pourraient att\u00e9nuer ces effets, comme le laisse pr\u00e9sager\u00a0notre matrice de risque (analyse des interactions).<\/p>\n 5\/ <\/strong>Pour notre part, nous constatons des similitudes\u00a0toujours plus frappantes entre la p\u00e9riode actuelle et celle \u00e9prouv\u00e9e entre mars\u00a0et juin 2012. C\u2019est pourquoi, conscients de nos positions contrariantes, et\u00a0convaincu que ce moment de march\u00e9 n\u2019est pas durable, nous maintenons un delta\u00a0sup\u00e9rieur \u00e0 50%. Le sujet est bien de prendre conscience de la rapidit\u00e9 avec\u00a0laquelle\u00a0l\u2019inversion de confiance pourrait se d\u00e9clencher via de nouveaux\u00a0retraits de protections, et de la n\u00e9cessit\u00e9 d\u2019\u00eatre pr\u00e9sent ces jours de\u00a0hausse.<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=”row”][et_pb_column type=”4_4″][et_pb_text admin_label=”Texte” background_layout=”light” text_orientation=”center” text_font=”Oswald||||” text_font_size=”30″ use_border_color=”off” border_color=”#ffffff” border_style=”solid” custom_margin=”40px||40px|”]<\/p>\n Consultez nos 3 derni\u00e8res actualit\u00e9s<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=”Ligne”][et_pb_column type=”4_4″][et_pb_code admin_label=”Actualite ess grid”][\/et_pb_code][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section admin_label=”Section” global_module=”490″ fullwidth=”off” specialty=”off” transparent_background=”off” allow_player_pause=”off” inner_shadow=”off” parallax=”off” parallax_method=”off” custom_padding=”0px|0px” padding_mobile=”off” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” make_equal=”off” use_custom_gutter=”off” background_color=”#c8b8d5″ module_class=”bordure” gutter_width=”3″ disabled=”off” module_id=”contact”][et_pb_row global_parent=”490″ admin_label=”Ligne” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” use_custom_gutter=”off” custom_padding=”|” padding_mobile=”off” allow_player_pause=”off” parallax=”off” parallax_method=”off” make_equal=”off” padding_bottom_1=”0px” column_padding_mobile=”on” gutter_width=”3″ parallax_1=”off” parallax_method_1=”off”][et_pb_column type=”4_4″][et_pb_text global_parent=”490″ admin_label=”Contacts” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid” module_id=”contacts”]<\/p>\n [\/et_pb_text][et_pb_text global_parent=”490″ admin_label=”Texte” background_layout=”dark” text_orientation=”center” use_border_color=”off” border_color=”#ffffff” border_style=”solid” custom_padding=”|50px||50px”]<\/p>\n Vous \u00eates int\u00e9ress\u00e9s par l\u2019approche de Ginjer AM et souhaitez en savoir plus ? Contactez Ginjer AM qui vous r\u00e9pondra rapidement<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row global_parent=”490″ admin_label=”Ligne” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” use_custom_gutter=”off” custom_padding=”|” padding_mobile=”off” allow_player_pause=”off” parallax=”off” parallax_method=”off” make_equal=”off” padding_bottom_1=”0px” column_padding_mobile=”on” parallax_1=”off” parallax_method_1=”off” disabled=”off” custom_margin=”||20px|”][et_pb_column type=”4_4″][et_pb_contact_form global_parent=”490″ admin_label=”Formulaire de contact” captcha=”off” email=”theamgarden@ginjer-am.com” use_border_color=”off” border_color=”#ffffff” border_style=”solid” custom_button=”on” button_border_radius=”50″ button_letter_spacing=”0″ button_use_icon=”off” button_icon_placement=”right” button_on_hover=”off” button_border_radius_hover=”50″ button_letter_spacing_hover=”0″ button_font=”Roboto||||” title_text_color=”#ffffff” button_text_color=”#ffffff” 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text_font=”Oswald||||” text_font_size=”15″ text_font_size_last_edited=”off|desktop”]<\/p>\n [\/et_pb_text][et_pb_text global_parent=”355″ admin_label=”Texte” background_layout=”dark” text_orientation=”center” text_font_size=”11″ text_line_height=”1.4em” use_border_color=”off” border_color=”#ffffff” border_style=”solid” custom_margin=”10px||10px|” disabled=”off” module_class=”linkspecial”]<\/p>\n Website created by Advence<\/a>\u00a02015<\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_4″][et_pb_text global_parent=”355″ admin_label=”Texte” background_layout=”dark” text_orientation=”left” text_line_height=”1.4em” use_border_color=”off” border_color=”#ffffff” border_style=”solid” text_font=”Oswald||||” text_font_size=”15″ text_font_size_last_edited=”off|desktop”]<\/p>\n [\/et_pb_text][et_pb_text global_parent=”355″ admin_label=”Texte” background_layout=”dark” text_orientation=”left” text_line_height=”1.5em” use_border_color=”off” border_color=”#ffffff” border_style=”solid” module_class=”linkspecial” text_font_size=”13″ text_font=”Open Sans||||”]<\/p>\n Philosophie<\/a> [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_4″][et_pb_text global_parent=”355″ admin_label=”Texte” background_layout=”dark” text_orientation=”left” text_line_height=”1.4em” use_border_color=”off” border_color=”#ffffff” border_style=”solid” text_font=”Oswald||||” text_font_size=”15″]<\/p>\n [\/et_pb_text][et_pb_text global_parent=”355″ admin_label=”Texte” background_layout=”dark” text_orientation=”left” text_line_height=”1.5em” use_border_color=”off” border_color=”#ffffff” border_style=”solid” module_class=”linkspecial” text_font=”Open Sans||||” text_font_size=”13″]<\/p>\n 5\/15<\/a> [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_4″][et_pb_text global_parent=”355″ admin_label=”Texte” background_layout=”dark” text_orientation=”left” text_line_height=”1.4em” use_border_color=”off” border_color=”#ffffff” border_style=”solid” text_font=”Oswald||||” text_font_size=”15″]<\/p>\n [\/et_pb_text][et_pb_text global_parent=”355″ admin_label=”Texte” background_layout=”dark” text_orientation=”left” text_line_height=”1.5em” use_border_color=”off” border_color=”#ffffff” border_style=”solid” module_class=”linkspecial” text_font=”Open Sans||||” text_font_size=”13″]<\/p>\n Press-kit<\/a> [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section admin_label=”Section” global_module=”461″ fullwidth=”on” specialty=”off” transparent_background=”off” allow_player_pause=”off” inner_shadow=”off” parallax=”off” parallax_method=”off” custom_padding=”0px|0px|0px|0px” padding_mobile=”on” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” make_equal=”off” use_custom_gutter=”off” gutter_width=”3″ disabled_on=”on|on|on” disabled=”on”][et_pb_fullwidth_menu global_parent=”461″ admin_label=”Menu plein \u00e9cran” menu_id=”13″ background_color=”#283139″ background_layout=”dark” text_orientation=”right” submenu_direction=”upwards” fullwidth_menu=”off” dropdown_menu_animation=”fade” menu_font_size=”16px” menu_font=”Open Sans||||” active_link_color=”#ff5b72″ menu_text_color=”#ffffff” custom_css_main_element=”padding:0px;” dropdown_menu_line_color=”#ff5b72″ dropdown_menu_bg_color=”#283139″ dropdown_menu_text_color=”#ffffff” mobile_menu_bg_color=”#283139″ mobile_menu_text_color=”#ffffff”]<\/p>\n [\/et_pb_fullwidth_menu][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":" 1\/ Ce d\u00e9but du 2\u00e8me\u00a0trimestre aura \u00e9t\u00e9 le\u00a0th\u00e9\u00e2tre d\u2019un renversement sectoriel ponctuel \u00e0 l\u2019image d\u2019un court r\u00e9pit sur les\u00a0secteurs bancaire et cyclique. Ce mouvement, \u00e0 nouveau arr\u00eat\u00e9 sur les derniers\u00a0jours, t\u00e9moigne de la rapidit\u00e9 avec laquelle les directions peuvent s\u2019inverser.\u00a0De ce point de vue, le d\u00e9clenchement de nos alertes \u00ab\u00a0reflexe macro\u00a0\u00bb\u00a0\u00e0 la fin du mois […]<\/p>\n","protected":false},"author":6,"featured_media":3430,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[65,51],"tags":[],"class_list":["post-2632","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-65","category-51"],"yoast_head":"\nCONTACT<\/h1>\n
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