{"id":14442,"date":"2023-11-22T14:26:00","date_gmt":"2023-11-22T14:26:00","guid":{"rendered":"https:\/\/www.h2o-am.com\/h2o-am-des-risques-plus-eleves-dans-le-systeme-americain-partie-1\/"},"modified":"2026-03-02T12:05:16","modified_gmt":"2026-03-02T12:05:16","slug":"h2o-am-des-risques-plus-eleves-dans-le-systeme-americain-partie-1","status":"publish","type":"post","link":"https:\/\/www.h2o-am.com\/fr\/h2o-am-des-risques-plus-eleves-dans-le-systeme-americain-partie-1\/","title":{"rendered":"<i aria-hidden=\"true\" class=\"fas fa-crown\" style=\"color:#a69874;font-size:18px;margin-right:10px\"><\/i>H2O AM &#8211; Des risques plus \u00e9lev\u00e9s dans le syst\u00e8me am\u00e9ricain &#8211; Partie 1"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">H2O Asset Management Perspectives \u00e0 mi-ann\u00e9e 2023<br\/><br\/>Conjugu\u00e9 aux incertitudes entourant la configuration macro\u00e9conomique des \u00c9tats-Unis (effet de levier accru, monnaie sur\u00e9valu\u00e9e, mauvaise gestion des banques r\u00e9gionales, d\u00e9ficits jumeaux, etc.), ce nouvel environnement d&rsquo;inflation et de taux plus \u00e9lev\u00e9s pronostique la fin de l&rsquo;exceptionnalisme am\u00e9ricain. ), ce nouvel environnement d&rsquo;inflation et de taux plus \u00e9lev\u00e9s annonce la fin de l&rsquo;exceptionnalisme am\u00e9ricain. Cela devrait profiter aux alternatives d\u00e9cot\u00e9es telles que les actifs \u00e9mergents, mais aussi aux actions de valeur cycliques non am\u00e9ricaines et au cr\u00e9dit HY.   <br\/><br\/>Vincent Chailley, directeur des syst\u00e8mes d&rsquo;information du groupe, nous \u00e9claire sur cette tendance majeure en devenir et sur ses implications pour les march\u00e9s mondiaux.<\/p>\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n<iframe width=\"560\" height=\"515\" src=\"https:\/\/www.youtube.com\/embed\/k-sCwhbHYBU?si=ap3eKz1J3DIuW3h_\" title=\"Lecteur vid\u00e9o YouTube\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" allowfullscreen=\"\"><\/iframe>\n","protected":false},"excerpt":{"rendered":"<p>Conjugu\u00e9 aux incertitudes entourant la configuration macro\u00e9conomique des \u00c9tats-Unis (effet de levier accru, monnaie sur\u00e9valu\u00e9e, mauvaise gestion des banques r\u00e9gionales, d\u00e9ficits jumeaux, etc.), ce nouvel environnement d&rsquo;inflation et de taux plus \u00e9lev\u00e9s pronostique la fin de l&rsquo;exceptionnalisme am\u00e9ricain. ), ce nouvel environnement d&rsquo;inflation et de taux plus \u00e9lev\u00e9s annonce la fin de l&rsquo;exceptionnalisme am\u00e9ricain. Cela devrait profiter aux alternatives d\u00e9cot\u00e9es telles que les actifs \u00e9mergents, mais aussi aux actions de valeur cycliques non am\u00e9ricaines et au cr\u00e9dit HY.   <\/p>\n","protected":false},"author":1,"featured_media":2440,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[228,229],"tags":[],"class_list":["post-14442","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marches-fr","category-tous"],"acf":[],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 4.9.9 - aioseo.com -->\n\t<meta name=\"description\" content=\"Conjugu\u00e9 aux incertitudes entourant la configuration macro\u00e9conomique des \u00c9tats-Unis (effet de levier accru, monnaie sur\u00e9valu\u00e9e, mauvaise gestion des banques r\u00e9gionales, d\u00e9ficits jumeaux, etc.), ce nouvel environnement d&#039;inflation et de taux plus \u00e9lev\u00e9s pronostique la fin de l&#039;exceptionnalisme am\u00e9ricain. ), ce nouvel environnement d&#039;inflation et de taux plus \u00e9lev\u00e9s annonce la fin de l&#039;exceptionnalisme am\u00e9ricain. Cela devrait profiter aux alternatives d\u00e9cot\u00e9es telles que les actifs \u00e9mergents, mais aussi aux actions de valeur cycliques non am\u00e9ricaines et au cr\u00e9dit HY.\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"H2o AM\"\/>\n\t<link rel=\"canonical\" href=\"https:\/\/www.h2o-am.com\/fr\/h2o-am-des-risques-plus-eleves-dans-le-systeme-americain-partie-1\/\" \/>\n\t<meta name=\"generator\" content=\"All in One SEO (AIOSEO) 4.9.9\" \/>\n\t\t<meta property=\"og:locale\" content=\"fr_FR\" \/>\n\t\t<meta property=\"og:site_name\" content=\"H2O Asset Management - An independent asset management company\" \/>\n\t\t<meta property=\"og:type\" content=\"article\" \/>\n\t\t<meta property=\"og:title\" content=\"H2O AM \u2013 Des risques plus \u00e9lev\u00e9s dans le syst\u00e8me am\u00e9ricain \u2013 Partie 1 - H2O Asset Management\" \/>\n\t\t<meta property=\"og:description\" content=\"Conjugu\u00e9 aux incertitudes entourant la configuration macro\u00e9conomique des \u00c9tats-Unis (effet de levier accru, monnaie sur\u00e9valu\u00e9e, mauvaise gestion des banques r\u00e9gionales, d\u00e9ficits jumeaux, etc.), ce nouvel environnement d&#039;inflation et de taux plus \u00e9lev\u00e9s pronostique la fin de l&#039;exceptionnalisme am\u00e9ricain. ), ce nouvel environnement d&#039;inflation et de taux plus \u00e9lev\u00e9s annonce la fin de l&#039;exceptionnalisme am\u00e9ricain. Cela devrait profiter aux alternatives d\u00e9cot\u00e9es telles que les actifs \u00e9mergents, mais aussi aux actions de valeur cycliques non am\u00e9ricaines et au cr\u00e9dit HY.\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.h2o-am.com\/fr\/h2o-am-des-risques-plus-eleves-dans-le-systeme-americain-partie-1\/\" \/>\n\t\t<meta property=\"og:image\" content=\"https:\/\/www.h2o-am.com\/wp-content\/uploads\/2024\/04\/2024-04-02.png\" \/>\n\t\t<meta property=\"og:image:secure_url\" content=\"https:\/\/www.h2o-am.com\/wp-content\/uploads\/2024\/04\/2024-04-02.png\" \/>\n\t\t<meta property=\"og:image:width\" content=\"1020\" \/>\n\t\t<meta property=\"og:image:height\" content=\"1020\" \/>\n\t\t<meta property=\"article:published_time\" content=\"2023-11-22T14:26:00+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2026-03-02T12:05:16+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n\t\t<meta name=\"twitter:title\" content=\"H2O AM \u2013 Des risques plus \u00e9lev\u00e9s dans le syst\u00e8me am\u00e9ricain \u2013 Partie 1 - H2O Asset Management\" \/>\n\t\t<meta name=\"twitter:description\" content=\"Conjugu\u00e9 aux incertitudes entourant la configuration macro\u00e9conomique des \u00c9tats-Unis (effet de levier accru, monnaie sur\u00e9valu\u00e9e, mauvaise gestion des banques r\u00e9gionales, d\u00e9ficits jumeaux, etc.), ce nouvel environnement d&#039;inflation et de taux plus \u00e9lev\u00e9s pronostique la fin de l&#039;exceptionnalisme am\u00e9ricain. ), ce nouvel environnement d&#039;inflation et de taux plus \u00e9lev\u00e9s annonce la fin de l&#039;exceptionnalisme am\u00e9ricain. 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