2\/<\/strong> \u00a0Ceci marque la fin d\u2019une \u00e9tape vers la normalisation. En effet, 75% de cette premi\u00e8re marche a \u00e9t\u00e9 franchie dans les signaux d\u2019interactions que nous suivons (interactions synth\u00e9tiques).<\/p>\n 3\/ <\/strong>Cette anticipation nous a conduit \u00e0 exposer le fonds avant l\u2019\u00e9t\u00e9 aux valeurs bancaires et cycliques au sein des actifs risqu\u00e9s avec une sensibilit\u00e9 actions renforc\u00e9e.<\/p>\n 4\/ <\/strong>Depuis la fin du mois d\u2019aout, l\u2019apparition de nouveaux signaux se confirme (interactions \u00ab\u00a0nouvelles strat\u00e9gies\u00a0\u00bb). Une nouvelle \u00e9tape commence qui chevauche la pr\u00e9c\u00e9dente. Cette deuxi\u00e8me marche a trait \u00e0 l\u2019anticipation d\u2019une inflexion de l\u2019\u00e9conomie et non plus seulement aux probl\u00e9matiques de dettes. Ainsi toutes les classes d\u2019actifs europ\u00e9ennes nous semblent \u00eatre aux portes d\u2019une r\u00e9allocation\u00a0; \u00e0 l\u2019image du mouvement sur la devise r\u00e9cemment observ\u00e9.<\/p>\n 5\/ <\/strong>Nous profitons de cette transition pour compl\u00e9ter notre exposition actions, en renfor\u00e7ant certaines valeurs cycliques et en diluant l\u00e9g\u00e8rement les positions bancaires. Nous approchons 55% de sensibilit\u00e9 au risque actions. La position en futures eurostoxx reste n\u00e9anmoins importante (25%) pour garder une flexibilit\u00e9 forte dans le portefeuille, et guetter ainsi sereinement un franchissement de seuil dans nos signaux.<\/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” button_bg_color=”#ff5b72″ button_text_color_hover=”#ffffff” button_bg_color_hover=”rgba(255,91,114,0.6)” use_redirect=”off” success_message=”Merci, votre demande est envoy\u00e9e” input_border_radius=”0″ custom_css_contact_button=”float: none;||text-align: center;” module_class=”et_contact_bottom_container” custom_css_main_element=”float: none;||text-align: center;” button_border_width=”0″]<\/p>\n [et_pb_contact_field field_id=”adress” field_title=”Votre adresse mail” field_type=”email” required_mark=”on” fullwidth_field=”on” form_field_font_select=”default” form_field_font=”||||” use_border_color=”off” border_style=”solid” \/][et_pb_contact_field field_id=”text” field_title=”Votre demande” field_type=”text” required_mark=”on” fullwidth_field=”on” form_field_font_select=”default” form_field_font=”||||” use_border_color=”off” border_style=”solid” \/]<\/p>\n [\/et_pb_contact_form][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section admin_label=”Section” global_module=”355″ fullwidth=”off” specialty=”off” transparent_background=”off” allow_player_pause=”off” inner_shadow=”off” parallax=”off” parallax_method=”off” padding_mobile=”off” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” make_equal=”off” use_custom_gutter=”off” gutter_width=”3″ custom_padding=”25px||25px|” background_color=”#283139″][et_pb_row global_parent=”355″ admin_label=”Ligne” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” use_custom_gutter=”off” gutter_width=”3″ padding_mobile=”off” allow_player_pause=”off” parallax=”off” parallax_method=”off” make_equal=”off” parallax_1=”off” parallax_method_1=”off” parallax_2=”off” parallax_method_2=”off” parallax_3=”off” parallax_method_3=”off” column_padding_mobile=”on” custom_padding=”0px||0px|”][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=”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” 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En effet, 75% de […]<\/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":[67,51],"tags":[],"class_list":["post-2651","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-67","category-51"],"yoast_head":"\nCONTACT<\/h1>\n
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<\/a><\/p>\nIdentit\u00e9<\/h1>\n
\u00c9quipe<\/a>
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Le Lab<\/a>
Formation<\/a>
Fonds<\/a><\/p>\nLiens utiles<\/h1>\n
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Mentions L\u00e9gales<\/a>
Nous contacter<\/a><\/p>\n