Et si, cette fois, c’était différent ?

Et si, cette fois, c’était différent ? Et si, cette fois, c’était différent ?

Le fort rebond des actions observé fin 2020 s’est prolongé en janvier. Toutefois, les investisseurs sont en train de réexaminer les valorisations des actifs risqués face aux mutations du coronavirus et aux problèmes logistiques dans la fabrication ou la distribution de vaccins qui menacent de retarder la reprise économique. Nous sommes neutres sur les actions en attendant des points d’entrée plus favorables.

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