{"id":16254,"date":"2026-06-23T06:00:00","date_gmt":"2026-06-23T06:00:00","guid":{"rendered":"https:\/\/www.h2o-am.com\/?p=16254"},"modified":"2026-06-22T12:21:54","modified_gmt":"2026-06-22T12:21:54","slug":"podcast-thinkmacro-episode-9","status":"publish","type":"post","link":"https:\/\/www.h2o-am.com\/fr\/podcast-thinkmacro-episode-9\/","title":{"rendered":"Podcast ThinkMacro : Episode 9"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Six mois se sont \u00e9coul\u00e9s, et le tableau macro est loin d&rsquo;\u00eatre celui d&rsquo;une ann\u00e9e tranquille. Dans ce bilan de mi-ann\u00e9e, Vincent Chailley, Directeur des Investissements chez H2O AM Group &amp; Monaco S.A.M., retrouve Thomas Delabre, g\u00e9rant de portefeuille et sp\u00e9cialiste macro, pour faire le point sur un premier semestre marqu\u00e9 par la guerre en Iran, la fermeture du d\u00e9troit d&rsquo;Ormuz et le retour en force du th\u00e8me de l&rsquo;intelligence artificielle. Trois mondes, trois histoires bien distinctes &#8211; une Europe r\u00e9sistante mais sans vrai moteur de croissance, des \u00c9tats-Unis qui avancent sur un fil de plus en plus t\u00e9nu, et une Asie qui accumule discr\u00e8tement des avantages structurels encore sous-estim\u00e9s par les march\u00e9s. O\u00f9 en sommes-nous, et quelle direction prend la suite ?<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-vimeo wp-block-embed-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Episode 9 - Trois Mondes, Trois Trajectoires\" src=\"https:\/\/player.vimeo.com\/video\/1202841667?h=8f290cebda&amp;dnt=1&amp;app_id=122963\" width=\"800\" height=\"450\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><em><em>Ce podcast est distribu\u00e9 \u00e0 titre d&rsquo;information uniquement et ne constitue pas un conseil, une offre ou une invitation par ou au nom de H2O AM \u00e0 acheter ou vendre des titres, des instruments financiers connexes ou d&rsquo;autres produits, ou \u00e0 s&rsquo;engager dans une strat\u00e9gie de n\u00e9gociation dans une quelconque juridiction. Les analyses et opinions contenues dans ce document repr\u00e9sentent le point de vue du ou des auteurs r\u00e9f\u00e9renc\u00e9s \u00e0 la date indiqu\u00e9e et sont susceptibles d&rsquo;\u00eatre modifi\u00e9es sans pr\u00e9avis.<\/em><\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>vant d&rsquo;investir dans un produit, l&rsquo;investisseur doit bien comprendre les risques, y compris le risque de march\u00e9 associ\u00e9 \u00e0 l&rsquo;\u00e9metteur, les avantages financiers et l&rsquo;ad\u00e9quation de ces produits et consulter ses propres conseillers.<\/em>\u00a0<em>L&rsquo;investisseur doit \u00eatre conscient que la valeur d&rsquo;un investissement et les revenus qui en d\u00e9coulent peuvent \u00e9voluer \u00e0 la hausse comme \u00e0 la baisse et que les performances pass\u00e9es ne pr\u00e9jugent pas des performances futures.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Six mois se sont \u00e9coul\u00e9s, et le tableau macro est loin d&rsquo;\u00eatre celui d&rsquo;une ann\u00e9e tranquille. Dans ce bilan de mi-ann\u00e9e, Vincent Chailley, Directeur des Investissements chez H2O AM Group &amp; Monaco S.A.M., retrouve Thomas Delabre, g\u00e9rant de portefeuille et sp\u00e9cialiste macro, pour faire le point sur un premier semestre marqu\u00e9 par la guerre en [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":12891,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[81,228,229],"tags":[],"class_list":["post-16254","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-actualites","category-marches-fr","category-tous"],"acf":[],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 4.9.8 - aioseo.com -->\n\t<meta name=\"description\" content=\"Six mois se sont \u00e9coul\u00e9s, et le tableau macro est loin d&#039;\u00eatre celui d&#039;une ann\u00e9e tranquille. Dans ce bilan de mi-ann\u00e9e, Vincent Chailley, Directeur des Investissements chez H2O AM Group &amp; Monaco S.A.M., retrouve Thomas Delabre, g\u00e9rant de portefeuille et sp\u00e9cialiste macro, pour faire le point sur un premier semestre marqu\u00e9 par la guerre en\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"erwan.jettet@h2o-am.com\"\/>\n\t<link rel=\"canonical\" href=\"https:\/\/www.h2o-am.com\/fr\/podcast-thinkmacro-episode-9\/\" \/>\n\t<meta name=\"generator\" content=\"All in One SEO (AIOSEO) 4.9.8\" \/>\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=\"Podcast ThinkMacro : Episode 9 - H2O Asset Management\" \/>\n\t\t<meta property=\"og:description\" content=\"Six mois se sont \u00e9coul\u00e9s, et le tableau macro est loin d&#039;\u00eatre celui d&#039;une ann\u00e9e tranquille. 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