Falling markets, end of the "Magnificent 7" state of grace: which themes to play?

  • Publication publiée :4 April 2025
  • Post category:Trend
You are currently viewing Chute des marchés, fin de l’état de grâce des “7 Magnifiques” : quelles thématiques jouer?
(Credit: Euronext)

Elea Capital and CPR Asset Management are warning of the excesses of a market doped by passive management and hyper-concentrated around a few star stocks. As the momentum seems to be breaking, they recommend thinking outside the box, playing oversold markets, mega-trends and forward-looking themes. Donald's "liberation day"...

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