Commentary
Après une période de calme relatif, les marchés boursiers mondiaux se sont effondrés et la volatilité s’est accrue au cours des premiers jours d’août.
Retour en force de la volatilité
Même si les investisseurs sont à juste titre préoccupés par les récents mouvements des marchés, SEI gère ses portefeuilles dans une perspective à long terme. Nous restons concentrés sur la répartition stratégique des actifs et sur une gestion prudente et réfléchie des portefeuilles à travers les hauts et les bas des marchés.
La faiblesse des données économiques, les banques centrales accommodantes et les tensions géopolitiques ont contribué aux fluctuations violentes et rapides du marché au cours des premiers jours du mois d’août. Les actions américaines ont reculé en réponse à un rapport décevant sur l’emploi, et les actions japonaises ont rapidement suivi. À l’ouverture des marchés américains, le lundi 5 août, les marchés boursiers mondiaux étaient en plein repli.
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