POPULARITY
33 episodes with Carmignac
16 episodes with Carmignac
16 episodes with Carmignac
9 episodes with Carmignac
4 episodes with Carmignac
2 episodes with Carmignac
2 episodes with Carmignac
2 episodes with Carmignac
2 episodes with Carmignac
2 episodes with Carmignac
2 episodes with Carmignac
17 episodes with Carmignac
6 episodes with Carmignac
4 episodes with Carmignac
4 episodes with Carmignac
4 episodes with Carmignac
3 episodes with Carmignac
3 episodes with Carmignac
Raphaël Gallardo, chef économiste chez Carmignac, passe au crible la courte aventure politique d'Elon Musk, aux performances loin d'être convaincantes. Mention légales : Vos données de connexion, dont votre adresse IP, sont traités par Radio Classique, responsable de traitement, sur la base de son intérêt légitime, par l'intermédiaire de son sous-traitant Ausha, à des fins de réalisation de statistiques agréées et de lutte contre la fraude. Ces données sont supprimées en temps réel pour la finalité statistique et sous cinq mois à compter de la collecte à des fins de lutte contre la fraude. Pour plus d'informations sur les traitements réalisés par Radio Classique et exercer vos droits, consultez notre Politique de confidentialité.Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Dans cet épisode, je reçois Maxime Carmignac, pour un échange à la croisée de l'héritage familial, de la transformation et des convictions personnelles.Maxime évolue dans une maison perçue comme un pilier de la gestion d'actifs en Europe. Pourtant, elle incarne un vent de renouveau : innovation produit, nouvelles approches ESG, incursion dans le private equity.... Elle nous explique comment, en tant que sponsor de ces transformations, elle agit concrètement pour faire évoluer Carmignac de l'intérieur, tout en respectant son ADN.Maxime nous plonge dans la stratégie derrière le lancement de Carmignac Private Evergreen, le tout premier pas de Carmignac dans les actifs privés, en partenariat avec Clipway. Pourquoi maintenant ? Pour qui ? Et surtout : avec quelles convictions ?Nous parlons aussi d'ESG, co-construction avec les clients, nouvelles attentes des investisseurs... Mais cet épisode va au-delà de la technique. Maxime partage sa vision du "women empowerment", son engagement pour plus d'équité dans l'investissement, et ce que la transmission signifie vraiment dans l'univers financier.Un épisode riche, qui montre qu'on peut innover sans renier son histoire, et qu'une transformation stratégique peut être profondément humaine.***************************Finscale, c'est bien plus qu'un podcast. C'est un écosystème qui connecte les acteurs clés du secteur financier à travers du Networking, du coaching et des partenariats.
Il s'agit de l'extrait de l'épisode diffusé ce dimanche avec Maxime Carmignac, CEO de Carmignac UK***************************Finscale, c'est bien plus qu'un podcast. C'est un écosystème qui connecte les acteurs clés du secteur financier à travers du Networking, du coaching et des partenariats.
Para un gestor de renta fija, quizá estemos ante uno de los momentos más apasionantes de los últimos años: dudas totales sobre qué pasará con los tipos en EEUU, ante el impacto de aranceles en inflación y crecimiento; el ‘rearme’ del gasto público en Europa que podría invitar al BCE a la prudencia con las bajadas de tipos… las valoraciones muy justitas en bonos de calidad… ¿Cómo lo ven los gestores y qué están haciendo en este entorno? ¿Cuáles destacan? Lo analizamos en un nuevo episodio de Finect Alpha con Paco Julve, Director del Departamento de Productos de Terceros de A&G, Jorge González, Head of Fund Analysis & Research en Tressis y Nicolas Llinás Business Development Director en Carmignac Gestion. Este episodio está patrocinado por Carmignac, una de las más destacadas gestoras independientes de Europa. Desde hace más de 35 años, Carmignac se ha comprometido a ofrecer a sus clientes lo mejor de la gestión activa, ayudándoles a cumplir sus objetivos a largo plazo. ¡EMPEZAMOS! Os dejamos aquí el link del evento ‘Salud 360º’: todas las claves para invertir en una de las megatendencias de 2025.‘ 🔗 https://www.finect.com/usuario/__Finect/articulos/reserva-la-fecha-el-proximo-9-de-abril-todas-las-claves-para-invertir-en-salud
Ce jeudi 20 mars, Lorraine Goumot a reçu Etienne Bracq, journaliste BFM Business, Kevin Thozet, membre du comité d'investissement de Carmignac, Franklin Pichar, directeur de la recherche chez Kiplink Finance, Céline Bourban, vendeuse actions chez Portzamparc (Groupe BNP Paribas), Arnaud Gihan, responsable de iShares & Wealth France, Belgique et Luxembourg du groupe Blackrock, Stéphane Ifrah, directeur de l'investissement chez Coinhouse, et Marie-Christine Sonkin, rédactrice en chef Patrimoine des Echos, dans l'émission Tout pour investir sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.
Ce jeudi 20 mars, Lorraine Goumot a reçu Nicolas Doze, éditorialiste BFM Business, Yoann Lopez, fondateur de la newsletter économique Snowball, Géraldine Métifeux, associée-gérante d'Alter Egale, Andrea Tueni, sales trader chez Saxo Banque, Jean-Louis Cussac, trader pour compte propre chez Perceval Finance Conseil, Etienne Bracq, journaliste BFM Business, Kevin Thozet, membre du comité d'investissement de Carmignac, Franklin Pichar, directeur de la recherche chez Kiplink Finance, Céline Bourban, vendeuse actions chez Portzamparc (Groupe BNP Paribas), Arnaud Gihan, responsable de iShares & Wealth France, Belgique et Luxembourg du groupe Blackrock, Stéphane Ifrah, directeur de l'investissement chez Coinhouse, et Marie-Christine Sonkin, rédactrice en chef Patrimoine des Echos, dans l'émission Tout pour investir sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.
Vous ne savez pas dans quoi investir en Bourse ? Des gérants vous donnent des idées de valeurs, secteurs, matières premières ...
Tiene que ser cada vez más complicado gestionar a largo plazo, cuando el mundo está cambiando tanto por el camino. ¿Qué están haciendo los profesionales? ¿Cómo están navegando por esta creciente incertidumbre? Lo analizamos en un nuevo episodio de Finect Alpha con Isabel Lamana, Analista de productos de terceros en A&G, y Daniel Sancho, director de Inversiones MAPFRE Inversión Este episodio está patrocinado por Carmignac, una de las más destacadas gestoras independientes de Europa. Desde hace más de 35 años, Carmignac se ha comprometido a ofrecer a sus clientes lo mejor de la gestión activa, ayudándoles a cumplir sus objetivos a largo plazo. ¡EMPEZAMOS!
¿Y si al final llega la recesión en EEUU cuando menos lo esperamos? ¿O, simplemente, el mercado se ha puesto un poco ansioso por unos cuantos datos aislados? Lo analizamos en un nuevo episodio de Finect Alpha con David Azcona, Chief Economist de Beka y Juan Hernando, Director Advisory y Gestión de Carteras en Morawealth. Este episodio está patrocinado por Carmignac, una de las más destacadas gestoras independientes de Europa. Desde hace más de 35 años, Carmignac se ha comprometido a ofrecer a sus clientes lo mejor de la gestión activa, ayudándoles a cumplir sus objetivos a largo plazo. ¡EMPEZAMOS! Os dejamos aquí el video de las tecnológicas chinas que hablamos en el episodio. 🔗 https://youtu.be/jz3mI0MIrZ0
En la renta fija, la gestión activa aún resiste el empuje cada vez más intenso de la pasiva. ¿Por qué? ¿Y en qué tipo de gestores encuentra más alpha y más valor atractivo ahora los selectores de fondos y los gestores? Lo analizamos en un nuevo episodio de Finect Alpha con Manuel Rodríguez Torrecillas, selector de fondos de renta fija en Abante y Conrado La Roche, selector de Fondos de DPM Finanzas. Este episodio está patrocinado por Carmignac, una de las más destacadas gestoras independientes de Europa. Desde hace más de 35 años, Carmignac se ha comprometido a ofrecer a sus clientes lo mejor de la gestión activa, ayudándoles a cumplir sus objetivos a largo plazo. ¡EMPEZAMOS! 👉🏻 Además, también reflexionamos sobre el libro: Hillbilly, una elegía rural que cuenta la historia de unos habitantes que se han ido degradando lentamente durante más de cuarenta años. https://www.amazon.es/Hillbilly-una-eleg%C3%ADa-rural-colecci%C3%B3n/dp/8423427234
In our latest podcast, Natalya Oram, Director, Global Sustainability Solutions, Markets & Securities Services, HSBC, discusses ESG in fixed income and collateralised loan obligations (CLOs), with Florian Viros and Imane Kabbaj of European investment manager, Carmignac. Listen to their perspectives on ESG's influence on credit quality and credit risk as well as its role in the growing market for CLOs. They also share insights on the outlook for CLOs in driving investment performance. Hosted on Acast. See acast.com/privacy for more information.
Nvidia levererade en stark rapport, men kan tillväxten fortsätta i samma takt? Kristofer Barrett, förvaltare på Carmignac, delar sina tankar. Rapportintervju med Kabe Groups vd Alf Ekström. Donald Trump har meddelat 25-procentiga tullar mot EU. Per Altenberg från Kommerskollegium berättar mer om hur det här kan påverka marknaderna och vi får en pratstund med utrikeshandelsminister Benjamin Dousa. Programledare: Andreas Johansson och Helena Yohannes Magnusson.
Ce mercredi 26 février, Lorraine Goumot a reçu Étienne Bracq, journaliste BFM Business, Benoit Fernandez-Riou, consultant spécialiste marchés devises et taux, Kevin Thozet, membre du comité d'investissement chez Carmignac, David Renan, trader, investisseur, formateur sur DR Bourse, Andrea Tueni, sales trader chez Saxo Banque, Félix Rivierre, directeur conseil chez Goodvest, Alexis Boeglin, COO de CrypCool, Christian Carrega, directeur général de Préfon, et Michel Delobel, directeur général de l'Espace Patrimoine, dans l'émission Tout pour investir sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.
Ce mercredi 26 février, Lorraine Goumot a reçu Nicolas Doze, éditorialiste BFM Business, Laurent Grassin, directeur des contenus chez Boursorama, Antoine Fraysse-Soulier, responsable de l'analyse des marchés chez eToro, et Valentin Nicaud, membre de la cellule infos d'expert de Bourse Direct, Étienne Bracq, journaliste BFM Business, Benoit Fernandez-Riou, consultant spécialiste marchés devises et taux, Kevin Thozet, membre du comité d'investissement chez Carmignac, David Renan, trader, investisseur, formateur sur DR Bourse, Andrea Tueni, sales trader chez Saxo Banque, Félix Rivierre, directeur conseil chez Goodvest, Alexis Boeglin, COO de CrypCool, Christian Carrega, directeur général de Préfon, et Michel Delobel, directeur général de l'Espace Patrimoine, dans l'émission Tout pour investir sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.
USA-inflationen växlar upp. Viktor Munkhammar, makroanalytiker på Di, kommenterar hur utfallet kan påverka Fed framåt. Studion gästas även av Xavier Hovasse från Carmignac som ser potential i flera tillväxtmarknader. Dessutom syns en ljusning för flera streamingbolag efter nya kvartalsrapporter, Paretos analyschef Stefan Wård kommenterar. Efter gårdagens it-haveri spår Aktiespararnas chefsjurist möjliga konsekvenser. Programledare: Madeleine Lundberg och Helena Yohannes Magnusson.
n einer Zeit, in der die Aktienmärkte neue Rekordstände erreichen und die Zinswende weitgehend eingepreist scheint, suchen konservative Anleger nach Möglichkeiten, ihre Gelder rentabel und gleichzeitig sicher anzulegen. In der neuen Folge von „Das große Bild“ spricht Host Christian Hammes mit Florian Viros, Portfoliomanager bei Carmignac, über eine Alternative: Laufzeitfonds im Anleihenbereich.
¿Cómo preparar nuestras carteras de fondos y planes para 2025? ¿Qué podemos hacer? Un repaso a nuestra cartera nunca viene mal, y si coincide con ese marco mental de cambio de año, aunque no sea algo científico, sí que puede ayudarnos. En este episodio de Finect Talks, conversamos con Javier García, director de Velaria Inversores, que nos acompaña para hablar sobre cómo encarar este nuevo año, desde la selección de fondos hasta la optimización de una cartera de planes de pensiones. Enlaces sección “El corrillo”: ➡️ Únete al grupo de Finect Talks en Finect: https://www.finect.com/grupos/finect-talks ➡️ "Tendrán las mayores ganancias": JPMorgan AM apuesta por empresas que usen la IA y Europa para 2025 https://www.finect.com/usuario/avillanuevae/articulos/invertir-en-empresas-no-tecnologicas-que-usen-la-ia-para-2025-tendran-las-mayores-ganancias-avisa-jpmorgan-am ➡️ "Las smalls caps son las que más han ganado cuando la Fed ha bajado los tipos" https://www.finect.com/grupos/cobas_asset_management/articulos/cobasresearch-es-el-momento-de-invertir-en-small-caps ➡️ Populistas vs Bonos: la batalla que nos espera en 2025, avisa Carmignac https://www.finect.com/usuario/avillanuevae/articulos/populistas-vs-bonos-la-batalla-que-nos-espera-en-2025-segun-carmignac ➡️ ETFs de renta fija, la gran apuesta de Invesco para 2025: "Su crecimiento continuará" https://www.finect.com/usuario/avillanuevae/articulos/etfs-de-renta-fija-la-gran-apuesta-de-invesco-para-2025-su-crecimiento-continuara ➡️ ¿Qué tipos de fondos de inversión ganaron más el pasado mes? https://www.finect.com/usuario/avillanuevae/articulos/que-tipo-de-fondos-de-inversion-ganaron-mas-el-pasado-mes ➡️ ¿Vas a contratar un fondo? Traducimos la información clave de sus documentos https://www.finect.com/usuario/maitelpz/articulos/folleto-fondo-inversion-como-leer-como-interpretar-dfi *Este contenido se ha elaborado bajo un criterio editorial y no constituye una recomendación ni propuesta de inversión. La inversión contiene riesgos. Las rentabilidades pasadas no son garantía de rentabilidades futuras.*
Ce vendredi 13 décembre, Lorraine Goumot a reçuEtienne Bracq, journaliste BFM Business, Dorian Abadie, analyste Bourse chez Meilleurtaux Placements, Matthieu Ceronne, trader et fondateur de Galileo Trading, François Monnier, directeur de la rédaction du magazine Investir, Olivier Lévy, président de Levy Capital Partners, Nicolas Doze, éditorialiste BFM Business, et Kevin Thozet, membre du comité d'investissement de Carmignac, dans l'émission Tout pour investir sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.
Ce vendredi 13 décembre, Lorraine Goumot a reçu Etienne Bracq, journaliste BFM Business, Dorian Abadie, analyste Bourse chez Meilleurtaux Placements, Matthieu Ceronne, trader et fondateur de Galileo Trading, François Monnier, directeur de la rédaction du magazine Investir, Olivier Lévy, président de Levy Capital Partners, Nicolas Doze, éditorialiste BFM Business, Kevin Thozet, membre du comité d'investissement de Carmignac, Amaury de Tonquédec, journaliste BFM Business, Marie Coeurderoy, journaliste BFM Business, Stéphane Desquartiers, fondateur de SD Conseils et Formation, Régis Sebille, responsable des analyses Bien'ici, et Mickaël Landreau, trader sur compte propre et co-gérant du salon MTT, dans l'émission Tout pour investir sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.
Malgré la crise économique et politique, le DAX, l'indice boursier allemand, vient d'atteindre le record historique de 20 000 points. Comment expliquer cette performance ? L'analyse de Kevin Thozet, Membre du Comité d'Investissement chez Carmignac. Ecorama du 6 décembre 2024, présenté par David Jacquot sur Boursorama.com Hébergé par Audion. Visitez https://www.audion.fm/fr/privacy-policy pour plus d'informations.
Día clave para Francia. La Asamblea Nacional se prepara para censurar al gobierno de Michel Barnier, un gesto inédito desde 1962 que hundiría al país en una gran incertidumbre política y presupuestaria. La gestora francesa Carmignac alerta de que la crisis política y el déficit podrían convertirse en una amenaza existencial para la eurozona. La OCDE anticipa que la economía de la eurozona crecerá un 0,8% este año frente al 0,7% anterior y acelerará al 1,3% para 2025 y al 1,5% para 2026. En clave empresarial, según el diario italiano Il Corriere della Sera, Carlos Tavares ya tendría sucesor como ceo de Stellantis: Luca Maestri, actual vicepresidente y director financiero de Apple. Y el gigante eólico danés Vestas anuncia que su director financiero Martin Smith dejará el cargo en medio de un momento realmente complicado. En España, aproximadamente 4 millones de personas tienen algún tipo de discapacidad, de las cuales 3 millones tienen problemas de movilidad. Cada 3 de diciembre se celebra el Día Mundial de la Discapacidad con el objetivo de avanzar hacia un futuro más inclusivo, para el que es vital promover el desarrollo de soluciones que brinden independencia y dignidad a las personas con movilidad reducida. Hablaremos conh Jordi Gracia, director comercial de Stannah España. Los temas de la actualidad los debatiremos en la Tertulia de Cierre de Mercados con José Ramón Pin Arboledas, profesor emérito del IESE, y Carlos Puente, analista político.
La 14ème édition du prix Carmignac du photojournalisme a été attribué à un reportage sur la condition des femmes en Afghanistan. Les photos et dessins des primées : la canado-iranienne Kiana Hayeri et la française Melissa Cornet ont été exposées au Réfectoire des Cordeliers à Paris sous le titre No woman's land. De janvier à juin 2024 les lauréates ont parcouru sept provinces de l'Afghanistan et rencontré une centaine de femmes qu'elles ont photographiées, à l'heure où les Talibans augmentent la pression sur elles.
De energietransitie kan leiden tot een extra inflatiedruk, ook wel bekend als 'groenflatie'. Volgens vermogensbeheerder Carmignac kan dit jaarlijks voor een inflatie van 1,6 procentpunt zorgen vanwege investeringen in duurzame energie en grondstoffen. Lloyd McAllister van Carmignac bespreekt dit, terwijl de Europese Centrale Bank (ECB), Internationaal Monetair Fonds (IMF), ING-econoom Carsten Brzeski en Sandra Phlippen van ABN Amro ook hun zorgen uitspreken. Redacteur macro-economie Marijn Jongsma legt uit wat dit betekent voor de economie. Lees: De weg naar schone energie is geplaveid met hogere inflatie Advocatenkantoren en beleggers in de Verenigde Staten hebben een class claim ingediend tegen het Nederlandse ASML. Onder andere het pensioenfonds van de brandweer in Hollywood stelt dat ASML onrechtmatig heeft gehandeld en daardoor verliezen voor beleggers heeft veroorzaakt. Het chipbedrijf heeft te maken met tegenvallende orders en mogelijk is die informatie voor beleggers verborgen gehouden. Na vroegtijdige publicatie van de derdekwartaalcijfers kelderde de beurs met 16% en ging €50 mrd aan beurswaarde in rook op. Chipsector-redacteur Bert van Dijk vertelt waar het de aanklagers om gaat en wat de implicaties zijn voor ASML. Lees: Amerikaanse advocaten willen ASML aanklagen Volksbank kondigt een grootschalige reorganisatie aan, waarbij meer dan 700 medewerkers hun baan dreigen te verliezen. De Volksbank, moederbedrijf van SNS Bank, ASN Bank, RegioBank en BLG Wonen, wil met één van de vier merken verder. Deze ingreep is erop gericht om de bank klaar te maken voor een mogelijke verkoop of beursgang. Bankenredacteur Rutger Betlem legt uit hoe deze drastische veranderingen zijn neergezet onder leiding van CEO Roland Boekhout. Lees: Volksbank schrapt meer dan 15% van banen in grote reorganisatie Redactie: Lara Mattheij Presentatie en redactie: Paulien SewusterSee omnystudio.com/listener for privacy information.
La 14ème édition du prix Carmignac du photojournalisme a été attribué à un reportage sur la condition des femmes en Afghanistan. Les photos et dessins des primées : la canado-iranienne Kiana Hayeri et la française Melissa Cornet ont été exposées au Réfectoire des Cordeliers à Paris sous le titre No woman's land. De janvier à juin 2024 les lauréates ont parcouru sept provinces de l'Afghanistan et rencontré une centaine de femmes qu'elles ont photographiées, à l'heure où les Talibans augmentent la pression sur elles.
En pleine euphorie boursière à Wall Street, la célèbre banque Goldman Sachs vient de faire des prévisions très négatives avec des rendements beaucoup plus faibles que prévu sur la Bourse américaine dans les 10 prochaines années. L'analyse Kevin Thozet, Membre du Comité d'Investissement chez Carmignac. Ecorama du 24 octobre 2024, présenté par David Jacquot sur Boursorama.com Hébergé par Audion. Visitez https://www.audion.fm/fr/privacy-policy pour plus d'informations.
Ce vendredi 18 octobre, Lorraine Goumot a reçu Etienne Bracq, journaliste BFM Business, Dorian Abadie, analyste Bourse chez Meilleurtaux Placements, Matthieu Ceronne, trader et fondateur de Galileo Trading, François Monnier, directeur de la rédaction d'Investir, Matthias Baccino, directeur des marchés européens pour Trade Republic, Nicolas Doze, éditorialiste BFM Business, Kevin Thozet, membre du comité d'investissement de Carmignac, et Jean-Marie Mercadal, directeur de la multi-gestion chez Ofi Invest AM, dans l'émission Tout pour investir sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.
Ce vendredi 18 octobre, Lorraine Goumot a reçu Etienne Bracq, journaliste BFM Business, Dorian Abadie, analyste Bourse chez Meilleurtaux Placements, Matthieu Ceronne, trader et fondateur de Galileo Trading, François Monnier, directeur de la rédaction d'Investir, Matthias Baccino, directeur des marchés européens pour Trade Republic, Nicolas Doze, éditorialiste BFM Business, Kevin Thozet, membre du comité d'investissement de Carmignac, Jean-Marie Mercadal, directeur de la multi-gestion chez Ofi Invest AM, Mickael Landreau, trader sur compte propre et co-gérant du salon MTT, Benoît Fernandez-Riou, consultant spécialiste marchés devises et taux, Marie Coeurderoy, journaliste BFM Business, Virginie Grolleau, journaliste chez Challenges, Franck Vignaud, directeur du Laboratoire de l'Immobilier, Marine Cardot, journaliste BFM Business, et Amaury de Tonquédec, journaliste BFM Business, dans l'émission Tout pour investir sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.
Ce vendredi 27 septembre, Erwan Morice a reçu Etienne Bracq, journaliste BFM Business, Dorian Abadie, analyste Bourse chez Meilleurtaux Placements, Matthieu Ceronne, trader et fondateur de Galileo Trading, Olivier Lévy, président de Levy Capital Partners, Jean-Baptiste de Pascal, directeur général délégué d'Inter Invest, Nicolas Doze, éditorialiste BFM Business, Kevin Thozet, membre du comité d'investissement de Carmignac, et Jean-Baptiste de Pascal, directeur général délégué d'Inter Invest, dans l'émission Tout pour investir sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.
Ce vendredi 27 septembre, Erwan Morice a reçu Etienne Bracq, journaliste BFM Business, Dorian Abadie, analyste Bourse chez Meilleurtaux Placements, Matthieu Ceronne, trader et fondateur de Galileo Trading, Olivier Lévy, président de Levy Capital Partners, Jean-Baptiste de Pascal, directeur général délégué d'Inter Invest, Nicolas Doze, éditorialiste BFM Business, Kevin Thozet, membre du comité d'investissement de Carmignac, Mickael Landreau, trader sur compte propre et co-gérant du salon MTT, Marie Coeurderoy, journaliste BFM Business, Sylvain Lévy Valensi, directeur de Radio Immo, Nicolas Moulin, président de PrimesEnergie.fr, et Stéphane Ifrah, directeur de la gestion active, de la recherche et de l'analyse de Coinhouse, dans l'émission Tout pour investir sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.
Ce vendredi 30 août, Lorraine Goumot a reçu Kevin Thozet, membre du comité d'investissement de Carmignac, Virginie Grolleau, journaliste chez Challenges, Farid Ailam, fondateur de Valorem investissement, et Amaury de Tonquédec, journaliste crypto à BFM Business, dans l'émission Tout pour investir sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.
Ce vendredi 30 août, Lorraine Goumot a reçu Dorian Abadie, analyste OPCVM et Bourse chez Meilleurtaux, Etienne Bracq, journaliste BFM Business, Jean-Baptiste de Pascal, directeur général délégué chez Inter Invest, Nicolas Doze, éditorialiste BFM Business, Nicolas Descoqs, gérant et analyste chez Clartan Associés, Kevin Thozet, membre du comité d'investissement de Carmignac, Virginie Grolleau, journaliste chez Challenges, Farid Ailam, fondateur de Valorem investissement, et Amaury de Tonquédec, journaliste crypto à BFM Business, dans l'émission Tout pour investir sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.
Les journalistes Bénédicte Kurzen, Muntaka Chasant et Anas Aremeyaw Anas, lauréats de la 13e édition du prix Carmignac du photojournalisme, ont réalisé en images une enquête au long cours sur le parcours des déchets électroniques de l'Europe vers l'Afrique et notamment les filières ghanéennes. L'exposition Ghana : sur la route de nos déchets électroniques est à voir à la Fondation Manuel Rivera-Ortiz (MRO) dans le cadre des Rencontres de la photographie d'Arles jusqu'au 29 septembre 2024. ► Podcasts RFI pour approfondir sur la thématique des déchets électroniques : C'est pas du vent : Les ravages des déchets électroniques Questions d'environnement : Comment préserver son téléphone pour limiter les déchets électroniques 8 milliards de voisins : Comment gérer nos déchets électroniques ?
Les journalistes Bénédicte Kurzen, Muntaka Chasant et Anas Aremeyaw Anas, lauréats de la 13e édition du prix Carmignac du photojournalisme, ont réalisé en images une enquête au long cours sur le parcours des déchets électroniques de l'Europe vers l'Afrique et notamment les filières ghanéennes. L'exposition Ghana : sur la route de nos déchets électroniques est à voir à la Fondation Manuel Rivera-Ortiz (MRO) dans le cadre des Rencontres de la photographie d'Arles jusqu'au 29 septembre 2024. ► Podcasts RFI pour approfondir sur la thématique des déchets électroniques : C'est pas du vent : Les ravages des déchets électroniques Questions d'environnement : Comment préserver son téléphone pour limiter les déchets électroniques 8 milliards de voisins : Comment gérer nos déchets électroniques ?
Từ khi thay Joe Biden ra tranh cử tổng thống, Kamala Harris từng bước định hình chính sách kinh tế. Dưới chính quyền Biden, kinh tế Hoa Kỳ đang trong một chu kỳ « thịnh vượng » sau đại dịch Covid, thất nghiệp đang ở mức thấp nhất, nhưng phần lớn trong công luận Mỹ « có cảm tưởng » là tình hình đang xấu đi và tin rằng Donald Trump mới là vị cứu tinh. Chưa chính thức được đảng Dân Chủ chỉ định ra tranh cử tổng thống, nhưng gần như chắc chắn đương kim phó tổng thống Kamala Harris là người thay Joe Biden lao vào cuộc chạy đua giành chìa khóa Nhà Trắng. Bà sẽ đọ sức với ông Donald Trump bên đảng Cộng Hòa.« Tất cả tùy thuộc vào thành quả kinh tế », đó là câu nói để đời của James Carville hồi 1992 khi ứng viên tổng thống Bill Clinton bên đảng Dân Chủ bất ngờ đánh bại tổng thống mãn nhiệm, một chính khách dày dặn kinh nghiệm bên đảng Cộng Hòa là George H. Bush, chỉ vì một năm trước bầu cử, thất nghiệp ở Hoa Kỳ đã tăng mạnh. Khẩu hiệu của Carville năm xưa có còn tính thời sự nữa hay không và kinh tế có còn là ưu tiên hàng đầu khi cử tri Mỹ tháng 11/2024 chọn người lãnh đạo đất nước trong nhiệm kỳ 4 năm tới?Bất mãn vì lạm phát Nếu tranh cử tổng thống Hoa Kỳ là một cuộc chạy tiếp tức, thì ngày 21/07/2024, ông Biden đã chuyền « tín gậy » lại cho Kamala Harris vào lúc thất nghiệp ở Mỹ đang ở mức thấp nhất từ gần nửa thế kỷ nay. Lạm phát đang từ 9 % năm 2022 dưới tác động chiến tranh Ukraina đã được khống chế ở mức 3 %. Tổng sản phẩm nội địa tăng 3 %, cao gấp đôi so với của châu Âu. Chỉ số chứng khoán Wall Street đi từ kỷ lục này đến kỷ lục khác.Dù vậy, từ hơn một năm nay, các thăm dò đều cho thấy dân Mỹ vẫn không hài lòng với những thành quả kinh tế dưới thời Biden: 45 % những người được hỏi « bất mãn vì chính sách nhập cư » của cặp bài trùng Biden–Harris ; 58 % « không tán đồng » chính sách kinh tế mang tên ông Biden. Tệ hơn nữa, 2/3 cử tri « nghĩ rằng » kinh tế Mỹ « tồi tệ hơn », đời sống của họ « chật vật hơn » so với thời tổng thống Trump, vì vật giá leo thang.Năm 2022, giá nhu yếu phẩm đã tăng gần 11 % trước khi được khống chế còn 2,2 %. Dân Mỹ cũng cảm thấy sức mua của họ bị sụt giảm: so với thời điểm ông Biden lên cầm quyền hồi tháng 1/2021, chỉ số giá cả tại Mỹ tăng 19,2 % trong khi lương trung bình chỉ tăng có 17%.Chênh lệnh không nhiều, nhưng công luận vẫn cảm thấy bất công.Trả lời tuần báo Express cuối tháng 2/2024, kinh tế trưởng quỹ đầu tư Carmignac của Pháp, ông Raphael Gallardo, nêu lên một nghịch lý của cử tri Hoa Kỳ: Từ 2021 đến nay, thế giới phải đối mặt với ba cuộc xung đột vũ trang ảnh hưởng đến kinh tế toàn cầu, đó là chiến tranh Ukraina, xung đột giữa Israel và Hamas ở Gaza và những đợt tấn công của lực lượng Yemen Houthi tại Hồng Hải, một trong những trục giao thương chủ yếu của thế giới… Nhưng dân Mỹ vẫn muốn « giá một lon Coca Cola phải được giữ nguyên như hồi năm 2020 », cho dù lương trung bình trong cùng thời kỳ đã tăng thêm 17 %.Thêm một điểm lạ trong cách nhìn của dân Mỹ về kinh tế và quyền lợi, được giới phân tích ghi nhận, là cho dù lạm phát tại Hoa Kỳ giờ đây đã rơi xuống còn 3 %, đối với đại đa số những người được hỏi, tỷ lệ đó vẫn là « từ 8 đến 10 % » tức là cao gấp đôi, gấp ba so với thực tế.Mối lo « bị người nhập cư cướp việc làm »Một yếu tố khác cho thấy chưa chắc kinh tế đã là mối quan tâm hàng đầu của cử tri Hoa Kỳ. Theo nhiều cuộc thăm dò, chính sách nhập cư của tổng thống Biden là chủ đề số một gây bất mãn, trước cả những lo lắng của dân chúng về tăng trưởng kinh tế, lạm phát hay thất nghiệp.Cũng kinh tế gia Gallardo lưu ý, công luận Mỹ không quan tâm đến việc nhờ có nguồn lực lao động nhập cư mà Hoa Kỳ tránh được tình trạng khan hiếm nhân công, để rồi giới chủ phải tăng lương cho nhân viên, qua đó gây lạm phát. Những nạn nhân chính, người lao động Mỹ, bị thiệt thòi.Công luận chỉ trông thấy người nhập cư là một mối đe dọa « cướp » mất việc làm của người Mỹ. Phe ủng hộ ứng cử viên tổng thống Cộng Hòa trông đợi rất nhiều vào hứa hẹn của Donald Trump, cắt giảm số người nhập cư hợp pháp vào Hoa Kỳ và mạnh tay trục xuất các thành phần « bất hợp pháp » để bảo vệ 11 triệu công việc làm cho người Mỹ.Năm 2016 nhà tỷ phú Donald Trump từng đắc cử nhờ 2 khẩu hiệu « America First » và « Make America Great Again », thuyết phục được những người bị tiến trình toàn cầu hóa bỏ rơi, những nạn nhân của hiện tượng « phi công nghiệp hóa ».Bốn năm sau, đối thủ của ông bên đảng Dân Chủ Joe Biden chủ trương xây dựng lại một nền tảng công nghiệp mới cho nước Mỹ để thu hút trở lại thành phần cử tri đã dồn phiếu cho Trump. Thông tín viên của hãng tin Anh Reuters tại Nhà Trắng, Trevor Honeycut điểm lại một trong những vế quan trọng nhất trong chính sách kinh tế được gọi là Bidenomics :« Joe Biden đã gây ngạc nhiên khi ông huy động một số người từng cộng tác với thượng nghị sĩ Elizabeth Warren, một trong những đối thủ của ông trong các vòng bầu cử sơ bộ. Bà Warren có nhiều ý tưởng cấp tiến và trong nhóm làm việc với ông Biden cũng đã có không ít người muốn đem lại một số thay đổi, thí dự như trong chính sách cạnh tranh và cả về chính sách công nghiệp của Mỹ. Đội ngũ các cộng tác viên và cố vấn của ông Biden tin rằng Mỹ cần phát triển công nghệ bán dẫn, thúc đẩy ngành chế tạo bình điện cho xe hơi … Nhiều người đã phấn khởi trước viễn cảnh chính quyền Biden sẽ mang lại phúc lợi cho tầng lớp công nhân ». Trong mục tiêu xây dựng lại một nền công nghiệp cho nước Mỹ với đạo luật IRA (Inflation Reduction Act), chính quyền Biden dành ưu tiên cho ngành sản xuất xe hơi và các tập đoàn trong ngành chế tạo chip điện tử, linh kiện bán dẫn. Thế nhưng, theo các thống kê của Washington, lực lượng lao động trong ngành công nghiệp tại Hoa Kỳ hiện là 13 triệu và tỷ lệ này vẫn không thay đổi so với hồi 2022.Một chính xách xã hội quá xa lạ với công luận MỹVế thứ nhì quan trọng không kém trong chiến lược kinh tế của tổng thống Biden mang tính xã hội và thường được ví như một « New Deal » đời tổng thống Franklin Roosevelt.Howard Schneider cũng của Reuters bên cạnh Cục Dự Trữ Liên Bang Hoa Kỳ tán đồng tầm nhìn táo bạo của tổng thống Biden nhưng phóng viên này lấy làm tiếc là, do không có được đa số ở Hạ Viện, tổng thống Mỹ thứ 46 đã không áp dụng được chương trình của mình : «Về mặt chiến lược, thì rõ ràng là đã có quyết tâm đẩy mạnh mảng công nghiệp. Về phương diện xã hội, tôi thấy tổng thống Biden nỗ lực giảm bớt gánh nặng nợ nần cho sinh viên… tiếc là những nỗ lực đó không hoàn toàn thành công. Thế rồi, ông Biden cũng đã cố gắng giúp đỡ tầng lớp trung lưu. Chính sách đó không chỉ là bảo đảm cho những bà mẹ đơn thân có thu nhập thấp vẫn có điều kiện chu cấp cho con cái, hay tạo điều kiện để giảm nhẹ gánh nặng tài chính cho các sinh viên phải đi vay để đóng tiền học, mà còn rộng hơn thế nữa. Chính quyền Biden muốn đầu tư cho tương lại để những thế hệ trẻ không phải mang nợ suốt đời mà có thể yên tâm xây dựng cuộc sống một khi tốt nghiệp đại học » . Cho đến tận 100 ngày trước bầu cử tổng thống Mỹ, biện pháp giảm thuế cho sinh viên Hoa Kỳ của chính quyền Biden vẫn là mục tiêu tấn công. Một phần chương trình mang tính xã hội của chính quyền Biden-Harris ngay từ đầu đã bị Hạ Viện bác bỏ, vì cho là quá tốn kém.Ngân sách dự trù 1000 tỷ đô la để thay đổi bộ mặt của Mỹ đã bị giảm mất gần một nửa. Nửa còn lại, 500 tỷ đô la chủ yếu là để đầu tư vào cơ sở hạ tầng. Trong khitheo Laurence Nardon, Viện Quan Hệ Quốc Tế Pháp IFRI, tầng lớp trung lưu ở Hoa Kỳ bất mãn vì những bất bình đẳng quá lớn trong xã hội. Pierre André Chiappori giáo sư kinh tế đại học Columbia, cũng cho rằng đầu tư vào giáo dục là cần thiết vì đây là một nguyên nhân lớn dẫn tới bất bình đẳng xã hội.Chính sách bảo hộ : Khác lọ cùng nướcVề chính sách ngoại thương, tổng thống Dân Chủ Joe Biden thực sự tiếp tục đường lối của người tiền nhiệm. Samy Chaar kinh tế gia thuộc ngân hàng Lombard Odier nhắc lại : Biden tuy có những lời lẽ ngoại giao hơn với Bắc Kinh và đã tỏ thái độ « hợp tác với các đồng minh truyền thống của Hoa Kỳ, nhưng ông không hề hủy các biện pháp đánh thuế vào hàng nhập khẩu của Trung Quốc mà chính quyền Trump đã ban hành ». Trái lại chính quyền Biden có những bộ luật bảo vệ người lao động Mỹ, để bảo đảm rằng các doanh nghiệp của Hoa Kỳ phải được đối xử công bằng. Áp dụng một chính sách bảo hộ là một trong những mẫu số chung hiếm hoi giữa hai đảng Dân Chủ và Cộng Hòa.Khác biệt duy nhất, theo chuyên gia kinh tế ngân hàng Lombard Odier là, như Biden, trong cương vị tổng thống, bà Kamala Harris sẽ không hành xử thô bạo như Donald Trump. Trong nhiệm kỳ đầu, Trump đã không chỉ « trừng phạt » Trung Quốc đánh cắp việc làm của người lao động Mỹ, mà còn không nương nhẹ các đồng minh, từ Nhật Bản, Hàn Quốc đến Liên Hiệp Châu Âu.Trước Đại Hội đảng Dân Chủ Chicago từ 19-22/08/2024, Kamala Harris đã lao vào cuộc vận động tranh cử và đang hé lộ dần chính sách kinh tế và xã hội.Một số nhà quan sát ghi nhận: Harris tiếp tục con đường mà tổng thống Biden đã vạch ra, nhưng bà sẽ nhấn mạnh thêm một số điểm: trợ cấp gia đình để mỗi đứa trẻ ở Hoa Kỳ được nuôi dưỡng trong điều kiện tử tế, đó là điểm khởi đầu cho việc chấm dứt những bất bình đẳng và bất công trong xã hội.Tạo điều kiện để người Mỹ được chăm sóc về y tế tốt hơn, đẩy mạnh vai trò của các công đoàn bảo vệ quyền lợi người lao động … sẽ là một vài mục tiêu mà ban vận động tranh cử của bà Harris đang nhắm tới. Đó là những mục tiêu khó hoàn thành. Kinh tế gia Raphael Gallardo trong bài trả lời phỏng vấn trên tuần báo l'Express nói đến mâu thuẫn của cử tri Hoa Kỳ : người Mỹ bất mãn vì bất công xã hội, nhưng dân biểu Mỹ thì lại liên tục chống đối các biện pháp về y tế hay giáo dục để thu hẹp khoảng cách giàu nghèo, tạo sân chơi bình đẳng cho mọi người cùng thăng tiến. Trevor Honeycut« Joe Biden đã gây ngạc nhiên khi ông huy động một số người từng cộng tác với thượng nghị sĩ Elizabeth Warren, một trong những đối thủ của ông trong các vòng bầu cử sơ bộ. Bà Warren có nhiều ý tưởng cấp tiến và trong nhóm làm việc với ông Biden cũng đã có không ít người muốn đem lại một số thay đổi, thí dự như trong chính sách cạnh tranh và cả về chính sách công nghiệp của Mỹ. Đội ngũ các cộng tác viên và cố vấn của ông Biden tin rằng Mỹ cần phát triển công nghệ bán dẫn, thúc đẩy ngành chế tạo bình điện sử dụng trong công nghiệp xe hơi … Nhiều người đã phấn khởi trước viễn cảnh chính quyền Biden sẽ mang lại phúc lợi cho tầng lớp công nhân ». Howard Schneider :« Về mặt chiến lược, thì rõ ràng là đã có quyết tâm đẩy mạnh mảng công nghiệp. Về phương diện xã hội, thì tôi thấy là tổng thống Biden nỗ lực giảm bớt gánh nặng nợ nần cho sinh viên… tiếc là những nỗ lực đó không hoàn toàn thành công. Thế rồi ông Biden cũng đã cố gắng giúp đỡ tầng lớp trung lưu. Chính sách đó không chỉ đơn thuần là bảo đảm cho những bà mẹ độc thân có thu nhập thấp vẫn có điều kiện chu cấp cho con cái hay tạo điều kiện để giảm nhẹ gắng nặng tài chính cho các sinh viên đã phải đi vay để đóng tiền học mà còn rộng hơn thế nữa. Chính quyền Biden muốn đầu tư cho tương lại để những thế hệ trẻ không phải mang nợ suốt đời mà có thể yên tâm xây dựng cuộc sống một khi tốt nghiệp đại học » .
Chaque jour, Héloïse Goy dévoile les infos indispensables à connaître en matière de culture : les dernières actus musique, les sorties littéraires ou cinéma, les nouvelles pièces de théâtre et les séries à ne pas manquer... C'est ici !
Chaque jour, Héloïse Goy dévoile les infos indispensables à connaître en matière de culture : les dernières actus musique, les sorties littéraires ou cinéma, les nouvelles pièces de théâtre et les séries à ne pas manquer... C'est ici !
Selon la légende, l'île de Porquerolles en Méditerranée, dans le sud de la France, s'est créée alors qu'une princesse fuyant un prédateur mâle s'est transformée en île. Quel meilleur endroit donc pour une exposition dédiée aux femmes ? Infinite Woman, qui peut se traduire par femme infinie ou indéfinissable, est le titre de la nouvelle exposition de la Fondation Carmignac nichée dans le parc national de l'île. Une exposition qui entend basculer les clichés et carcans dans lesquels sont enfermées les femmes à travers plus de quatre-vingts œuvres.Dès le début de l'exposition, le ton est donné. Deux œuvres se font face : La Vierge à la Grenade de Botticelli, figure de la femme asexuée portant son enfant, et une œuvre de Mary Beth Edelson qui reprend toutes les icônes féminines. Des figures païennes à des représentations contemporaines comme Michelle Obama ou Madonna. D'un côté une peinture conforme aux codes traditionnels patriarcaux, de l'autre une œuvre aux multiples féminités. « On va voulu sortir des oppositions binaires et entrer dans une forme de complexité, explique Charles Carmignac, directeur de la fondation. L'exposition est vraiment sur cette complexité infinie, Infinite Woman. Sur le caractère profondément indéfinissable des femmes. »Ainsi, au fil d'un parcours thématique, une soixantaine d'artistes nous font traverser des figures féminines au-delà du binôme vierge ou tentatrice, la femme est force créatrice, être sexuel en quête de plaisir. Ghada Amer, l'artiste égyptienne, cache des images érotiques de femme au cœur d'une forêt dans son œuvre de broderie.Broderie, céramique, art du tapis, autant de formes artistiques cantonnées à l'artisanat féminin et qui rivalisent ici avec la grande peinture. Celle-ci est toutefois très présente aussi. « L'œuvre marquante, pour moi, est celle de Michael Armitage, un artiste kényan, confesse Charles Carmignac. C'est une peinture extraordinaire dans laquelle on voit un événement qui s'est passé en 2014 à Nairobi, au Kenya. Une femme qui était vêtue de manière incorrecte selon certains hommes là-bas, et qui l'ont déshabillée, molestée sur la place publique. Une peinture extraordinaire. »Une œuvre où l'on voit une femme nue de dos entourée par des jambes d'hommes. Une peinture puissante à l'instar de toute l'exposition.
Ce jeudi 25 avril, Lorraine Goumot a reçu Antoine Larigaudrie, journaliste BFM Business, Stéphane Van Huffel, cofondateur de Netinvestissement, Andréa Tueni, sales trader chez Saxo Banque, Matthieu Ceronne, trader et fondateur de Galileo Trading, Charlotte Thameur, conseil en finances personnelles, et Kevin Thozet, membre du comité d'investissement chez Carmignac, dans l'émission Tout pour investir sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.
Ce jeudi 25 avril, Lorraine Goumot a reçu Stéphane Van Huffel, cofondateur de Netinvestissement, Andréa Tueni, sales trader chez Saxo Banque, Matthieu Ceronne, trader et fondateur de Galileo Trading, Charlotte Thameur, conseil en finances personnelles, Kevin Thozet, membre du comité d'investissement chez Carmignac, Antoine Larigaudrie, journaliste BFM Business, Marie Coeurderoy, journaliste BFM Business, Stevan Briand, en charge du pôle immobilier Netinvestissement, Paul Moreno-Blosseville, président d'Opale Capital, et Marion Chapel-Massot, dirigeante du cabinet de conseil en Gestion Privée DeCarion, dans l'émission Tout pour investir sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.
Ce vendredi 9 février, Lorraine Goumot a reçu Antoine Larigaudrie, journaliste BFM Business, François Monnier, directeur des rédactions d'Investir, Jean-Louis Cussac, trader pour compte propre chez Perceval Finance Conseil, Dorian Abadie, analyste Bourse chez MeilleurtauxPlacements, Antoine Fraysse-Soulier, responsable de l'analyse des Marchés chez eToro, Nicolas Doze, éditorialiste BFM Business, Kevin Thozet, membre du comité d'investissement chez Carmignac, et Marion Chapel-Massot, dirigeante de DeCarion Gestion Privée et enseignante à l'AUREP, dans l'émission Tout pour investir sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.
Ce vendredi 9 février, Lorraine Goumot a reçu Antoine Larigaudrie, journaliste BFM Business, François Monnier, directeur des rédactions d'Investir, Jean-Louis Cussac, trader pour compte propre chez Perceval Finance Conseil, Dorian Abadie, analyste Bourse chez MeilleurtauxPlacements, Antoine Fraysse-Soulier, responsable de l'analyse des Marchés chez eToro, Nicolas Doze, éditorialiste BFM Business, Kevin Thozet, membre du comité d'investissement chez Carmignac, Marion Chapel-Massot, dirigeante de DeCarion Gestion Privée et enseignante à l'AUREP, Marie Coeurderoy, journaliste BFM Business, Sandrine Allonier, directrice des études de VousFinancer, Fabrice Cousté, journaliste au groupe Ficade, et Amaury de Tonquédec, journaliste BFM Business, dans l'émission Tout pour investir sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.
Ce vendredi 26 janvier, Lorraine Goumot a reçu François Monnier, directeur des rédactions d'Investir, Antoine Larigaudrie, journaliste BFM Business depuis Euronext, Jean-Louis Cussac, trader pour compte propre chez Perceval Finance Conseil, Matthieu Cerrone, trader pour compte propre, Mounir Laggoune, cofondateur de Finary, Guillaume Dard, président de Montpensier Finance, Nicolas Doze, éditorialiste BFM Business, et Kevin Thozet, membre du comité d'investissement de Carmignac, dans l'émission Tout pour investir sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.
Ce vendredi 26 janvier, Lorraine Goumot a reçu François Monnier, directeur des rédactions d'Investir, Jean-Louis Cussac, trader pour compte propre chez Perceval Finance Conseil, Matthieu Cerrone, trader pour compte propre, Mounir Laggoune, cofondateur de Finary, Guillaume Dard, président de Montpensier Finance, Nicolas Doze, éditorialiste BFM Business,Kevin Thozet, membre du comité d'investissement de Carmignac, Audrey Loïc Cantin, président de la Fédération Nationale de l'Immobilier (FNAIM), Virginie Grolleau, journaliste Challenges, Marjorie Adelson, Antoine Larigaudrie, Marie Coeurderoy, et Amaury de Tonquédec, journalistes BFM Business, dans l'émission Tout pour investir sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.
Le sujet : A première vue, l'économie de l'Amérique latine n'est pas la plus attrayante pour les investisseurs : politiques instables, devises faibles, défauts de paiement, etc. Les plus connaisseurs savent pourtant qu'il existe de nombreuses opportunités d'investissement dans plusieurs de ses pays en voie de développement. L'invité du jour : Xavier Hovasse est le responsable des fonds consacrés aux pays émergents chez Carmignac (qui affiche +8% de rendement en 2023). Au micro de Matthieu Stefani, cofondateur de CosaVostra, Xavier nous dit tout de l'investissement en Amérique latine : Pourquoi l'Amérique latine n'a pas la cote auprès des investisseurs ? Quelles sont les meilleures opportunités d'investissement à connaître ? Quels sont les critères à prendre en compte avant d'investir dans ces pays ? ETF, actions, fonds d'investissement : dans quoi investir en Amérique latine ? Pour connaître toutes les opportunités, vous pouvez suivre Xavier sur LinkedIn et vous abonner à la newsletter de Carmignac. Ils citent les références suivantes : Le fonds Carmignac Emergents L'entreprise Mercado Libre L'entreprise Petrobras L'ALENA (ou NAFTA) Le salon SIAL Le président Lula Édouard Carmignac L'émission Épargnons-nous les idées reçues Ainsi que d'anciens épisodes de La Martingale : #186 - Détecter les tendances pour mieux investir - Arthur de Villemandy On vous souhaite une très bonne écoute ! C'est par ici si vous préférez Apple Podcasts, ici si vous préférez Google Podcasts ou encore ici si vous préférez Spotify. Et pour recevoir toutes les actus et des recommandations exclusives, abonnez-vous à la newsletter, c'est par ici. La Martingale est un podcast produit par CosaVostra, du label Orso Media. Merci à notre partenaire eToro de soutenir le podcast. Rejoignez une communauté de millions d'investisseurs et formez-vous grâce à l'Académie eToro.
In this episode, we hear from Maxime Carmignac, CEO and Director of Carmignac UK. Maxime discusses the benefits of the fundamental discretionary investing style, how ESG can most powerfully be captured within this process, research around the benefits of family- and employee- owned businesses, and the rationale for providing financial products direct to the retail investor (both female and male). Maxime is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group. To read more about Carmignac, see https://www.carmignac.com/en_US This episode was recorded September 18, 2023. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan's Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
De economie en financiële markten worden bestierd door cycli die op hun beurt in verschillende fases verlopen. De economie gaat van lage groei naar een hoogtepunt en weer terug, en de inflatie doet hetzelfde maar dan op een ander moment. Doorheen die verschillende fases doet de ene activaklasse het beter dan de andere. Didier Saint-Georges van Carmignac vertelt hoe die cyclus in elkaar zit, hoe beleggers de verschillende fases kunnen herkennen en welke type beleggingen daarin het best presteren.
Les îles fascinent. Elles ouvrent des mondes. Des mondes physiques et sensoriels et des mondes fictifs, terreau d'errance et de rêves.Pour cette 3ème édition de Mur-mures, en collaboration avec le photographe Bernard Pesce, nous sommes partis à la rencontre de porquerollais de port-crosiens et de levantins pour vous proposer une série sur l'insularité et l'île intérieure. Comme des archipels sonores, qui explorent ces territoires à la frontière du réel et de l'imaginaire, du visible et de l'invisible, ces zones troubles et intermédiaires dans lesquelles les îles nous projettent.Qu'elles soient « île-refuge », protectrice, source d'énergie créatrice pour les uns, ou « 'île-prison » enfermante ou même rivale pour les autres. Les îles nous déplacent - physiquement, intellectuellement, spirituellement. Dans cette série en partenariat avec la FONDATION CARMIGNAC et LE PARC NATIONAL DE PORT-CROS, vous allez entendre les paroles d'insulaires, d'artistes, d'auteurs, qui vous murmurent à l'oreille leur île intérieure. Certains d'entre eux sont à découvrir jusqu'à début novembre dans les jardins de la Fondation Carmignac, au Jardin Emmanuel Lopez et aux lagunes sur la route qui part du village vers le phare.Cette semaine je reçois Charles Carmignac, directeur de la Fondation Carmignac, musicien et membre du groupe Moriarty « Cette île m'a complètement changé personnellement et spirituellement depuis quelques années. Pour le visiteur, les îles peuvent être le théâtre de métamorphoses et de renaissances possibles. »Cet épisode est extrait d'un entretien enregistré en 2020 dans lequel Charles explique ce que l'île de Porquerolles et l'insularité apportent à la création artistique et en quoi les œuvres nous déplacent, nous propulsent à l'intérieur de nous-même. Tout ce qui fonde, en somme, la genèse du sous titre du projet de la Fondation depuis son ouverture en 2018, l'île intérieure, titre donné à l'exposition de cette année. Il nous invite aussi à la découverte de son île intérieure. Découvrez le portrait sonore ici
¿Por qué los gestores de fondos de renta fija llevan esperando un momento como este durante muchos años? Si la inflación sube, los bancos centrales no dejan de subir los tipos. Y si los tipos no dejan de subir las carteras de los inversores se ven afectada. Y llegados a este punto algo está claro: si suben los tipos, la renta variable y los activos más de riesgo son los que más sufren. Por eso mismo, ha llegado la oportunidad de inversión para los gestores de renta fija. Hablamos de todo esto con Ignacio Lana, responsable de Carmignac para España y Portugal. **Comunicación publicitaria. Consulte el KID/folleto antes de tomar una decisión final de inversión** Pero antes, en nuestra sección "El corrillo" damos un repaso de la renta fija para 2023 y, después, Carmen Fontán nos comenta un estudio de BNY Mellon IM sobre las mujeres inversoras. ✅ Finect Alpha. Si sabes qué es el alpha de una inversión... este podcast es para tí. https://go.ivoox.com/rf/104285095 ✅ Invertir con riesgo bajo: https://www.finect.com/invertir/riesgo-bajo ✅ Más información de Carmignac en Finect: https://www.finect.com/grupos/carmignac ✅ Todos los eventos Finect, a las 18:00h de lunes a jueves en directo en nuestro canal de Youtube: https://www.youtube.com/channel/UCzKnSeOq30zVvgosDFlne5g ¿Quieres anunciarte en este podcast? Hazlo con advoices.com/podcast/ivoox/757620
This is Garrison Hardie with your CrossPolitic Daily Newsbrief for Thursday, November 3rd, 2022. Good to be back with you all, let’s get right into the news! https://www.cnbc.com/2022/11/02/fed-hikes-by-another-three-quarters-of-a-point-taking-rates-to-the-highest-level-since-january-2008.html Fed approves 0.75-point hike to take rates to highest since 2008 and hints at change in policy ahead The Federal Reserve on Wednesday approved a fourth consecutive three-quarter point interest rate increase and signaled a potential change in how it will approach monetary policy to bring down inflation. In a well-telegraphed move that markets had been expecting for weeks, the central bank raised its short-term borrowing rate by 0.75 percentage point to a target range of 3.75%-4%, the highest level since January 2008. The move continued the most aggressive pace of monetary policy tightening since the early 1980s, the last time inflation ran this high. Along with anticipating the rate hike, markets also had been looking for language indicating that this could be the last 0.75-point, or 75 basis point, move. The new statement hinted at that policy change, saying when determining future hikes, the Fed “will take into account the cumulative tightening of monetary policy, the lags with which monetary policy affects economic activity and inflation, and economic and financial developments.” Economists are hoping this is the much talked about “step-down” in policy that could see a rate increase of half a point at the December meeting and then a few smaller hikes in 2023. This week’s statement also expanded on previous language simply declaring that “ongoing increases in the target range will be appropriate.“ The new language read, “The Committee anticipates that ongoing increases in the target range will be appropriate in order to attain a stance of monetary policy that is sufficiently restrictive to return inflation to 2 percent over time.” Stocks initially rose following the announcement, but turned negative during Chairman Jerome Powell’s news conference as the market tried to gauge whether the Fed thinks it can implement a less restrictive policy that would include a slower pace of rate hikes to achieve its inflation goals. On balance, Powell dismissed the idea that the Fed may be pausing soon though he said he expects a discussion at the next meeting or two about slowing the pace of tightening. He also reiterated that it may take resolve and patience to get inflation down. The rate increase comes as recent inflation readings show prices remain near 40-year highs. A historically tight jobs market in which there are nearly two openings for every unemployed worker is pushing up wages, a trend the Fed is seeking to head off as it tightens money supply. Concerns are rising that the Fed, in its efforts to bring down the cost of living, also will pull the economy into recession. Powell has said he still sees a path to a “soft landing” in which there is not a severe contraction, but the U.S. economy this year has shown virtually no growth even as the full impact from the rate hikes has yet to kick in. At the same time, the Fed’s preferred inflation measure showed the cost of living rose 6.2% in September from a year ago – 5.1% even excluding food and energy costs. GDP declined in both the first and second quarters, meeting a common definition of recession, though it rebounded to 2.6% in the third quarter largely because of an unusual rise in exports. At the same time, housing demand has plunged as 30-year mortgage rates have soared past 7% in recent days. On Wall Street, markets have been rallying in anticipation that the Fed soon might start to ease back as worries grow over the longer-term impact of higher rates. The Dow Jones Industrial Average has gained more than 13% over the past month, in part because of an earnings season that wasn’t as bad as feared but also due to growing hopes for a recalibration of Fed policy. Treasury yields also have come off their highest levels since the early days of the financial crisis, though they remain elevated. The benchmark 10-year note most recently was around 4.09%. There is little if any expectation that the rate hikes will halt anytime soon, so the anticipation is just for a slower pace. Futures traders are pricing a near coin-flip chance of a half-point increase in December, against another three-quarter point move. https://thepostmillennial.com/bidens-cdc-replaces-word-woman-with-pregnant-person-in-flu-vaccine-guidance?utm_campaign=64487 Biden's CDC replaces word 'woman' with 'pregnant person' in flu vaccine guidance The US Centers for Disease Control (CDC) has removed the word woman from sections of its safety guidance on flu vaccines during pregnancy. According to the Daily Mail, gendered terms such as woman, women, mother and she/her pronouns were all erased from the Q & A section of the Flu Vaccine Safety and Pregnancy page in August of last year. The words were replaced with gender-neutral language such as “pregnant people” and the gender-neutral pronoun “their.” However, the words woman and mother still appear in other sections of the CDC website, such as the Vaccines During Pregnancy FAQ page. “Influenza is more likely to cause severe illness in pregnant people,” says the CDC. “Flu shots given during pregnancy help protect the ‘pregnant parent’ and the baby from flu.” Those advocating for the use of gender-neutral language in the healthcare setting argue that the intention is to ensure that everyone feels included. So for example because a tiny number of females who identify as men may become pregnant, the word woman should be removed from maternity care to include them. But feminist campaigners have suggested that the so-called inclusive language only appears to go one way. Ovarian cancer apparently now affects “people” not women, but prostate cancer still affects men. Healthline referred to “men” and “vulva-owners” last year on its HPV information pages. Meanwhile, MedicineNet.com kept the definition of male as “the sex that produces spermatozoa” but redefined female as being a complicated mix of chromosomal anomalies and gender identity. This has led some to speculate that this new inclusive language is not so much about being inclusive of everybody and more about ensuring that the word woman is never used in a way that excludes males who identify as women, while at the same time not reminding those males of their biology. New Saint Andrews: Today’s culture shifts like sand. But New Saint Andrews College is established on Christ, the immovable rock. It is a premier institution that forges evangelical leaders who don’t fear or hate the world. Guided by God’s Word, they take the world back because they’re equipped with the genius of classical liberal arts and God-honoring wisdom, thanks to a faculty dedicated to academic rigor and to God’s kingdom.Find out more, at nsa.edu/ https://justthenews.com/nation/economy/facebook-stock-down-70-down-800-billion-market-cap-year-nears-end Investors reportedly disgruntled as Facebook stock down 70%, company out $800 billion in market cap Investors in Facebook parent company Meta are reportedly growing dissatisfied with the company's fixation on the "metaverse" as the corporations' stock continues to plunge and its market capitalization continues a long slide. The company has seen its stock plummet throughout 2022, shedding more than 70% of its value from the start of the year as it fell from over $330 per share in January to nearly $90 per share this week. The company's market cap has also plunged from its high last year, dropping from just over $1 trillion in August of 2021 to under $250 billion in November. Investors, meanwhile, are reported to be unhappy with the company's business direction, specifically founder Mark Zuckerberg's fixation on the virtual reality "metaverse," a project that has generated relatively little excitement outside of esoteric tech circles. Jim Tierney, an investment officer for Meta shareholder AllianceBernstein, told the Financial Times that, had any other company plowed so much money into a strategically dubious project, "you’d have activist investors writing letters, proposing alternative slates of directors, demanding change." David Older, an asset manager at Carmignac, claimed that Zuckerberg has been "tone-deaf to the investment community, doubling down on everything." “The timeline for the metaverse is very stretched. I don’t think you’re going to know if it is the right move for five or 10 years," he told FT. Meta, meanwhile, told FT that the company "value[s] the opinions of our investors and regularly engage with them to ensure we’re aware of their respective perspectives.” https://www.foxnews.com/us/kansas-woman-helmed-female-isis-battalion-sentenced-20-years-prison Kansas woman who helmed female ISIS battalion sentenced to 20 years in prison Allison Fluke-Ekren, a 42-year-old woman who grew up on a farm in Overbrook, Kansas, was sentenced to two decades in prison on Tuesday for leading the Khatiba Nusaybah, an all-female ISIS battalion in Raqqa, Syria. Fluke-Ekren's own children asked the judge to hand down the maximum sentence, 20 years, during victim impact statements at the hearing. Fluke-Ekren tearfully spoke to the judge before her sentencing. "I deeply regret my choices, but I also deeply sympathize with women abused and raped in Syria." In a plea deal made with the government, Fluke-Ekren admitted she translated and analyzed documents taken from the U.S. Consulate in Benghazi, Libya, after the terrorist attack on the facility in 2012. She tried to explain to the court some of her actions during the seven years she spent in Syria. "I was afraid of my conduct in Benghazi. I just didn’t see a way out." Fluke-Ekren also stressed that for most of her time in Syria, she had been just a mother, caring for her several children as well as other children and their mothers. Federal Judge Leonie Brinkema said she did not find Fluke-Ekren’s claims "wholly credible," saying she had "downplayed the impact" of her role in the Benghazi attack. The judge continued, "There’s no question you were providing material support for a terrorist organization," and emphasized several times during the hearing that was the crime for which Fluke-Ekren would be sentenced. Earlier in the sentencing hearing, two of Fluke-Ekren’s adult children gave emotional statements against their mother. Layla Ekren was visibly trembling in court for nearly an hour before she got her chance to tell Brinkema that her mother abused her as a child. She told the court about one instance in Syria when the family had lice, and her mother held her down on the ground and poured the medicine on her eyes in an apparent attempt to blind her. First Assistant U.S. Attorney Raj Parekh laid out the allegations against Fluke-Ekren in a sentencing memo, writing that she urged a woman to commit a suicide bombing and told others that her oldest son was born after she was raped by an American soldier as a way to gain favor with other terrorists. https://justthenews.com/world/middle-east/united-nations-orders-israel-get-rid-nuclear-weapons United Nations calls on Israel to get rid of nuclear weapons The United Nations General Assembly has passed a resolution calling on Israel to dispose of all of its alleged nuclear weapons and to put its nuclear sites under the jurisdiction of the International Atomic Energy Agency. The resolution, led by the UN's First Committee, which deals with nuclear disarmament, passed 152-5 over the weekend. Egypt submitted the resolution to the General Assembly in New York with sponsors including the Palestinian Authority and 19 countries including Morocco and the United Arab Emirates, the Jerusalem Post reported. The five countries that opposed the resolution were Canada, Israel, Micronesia, Palau and the United States. Twenty-four countries including European Union members, abstained from the vote. Israel has never admitted to having nuclear weapons but is widely believed to have them. Israel is one of the few U.N. member states that has not signed the Non-Proliferation of Nuclear Weapons Treaty. Iran is a signatory on the treaty, but international authorities believe that Tehran may already possess nuclear weapons. The resolution, on the "risk of nuclear proliferation in the Middle East," did not include Iran. The resolution calls on Israel "to accede to the Treaty without further delay, not to develop, produce, test or otherwise acquire nuclear weapons, to renounce possession of nuclear weapons and to place all its unsafe guarded nuclear facilities under the full scope of Agency safeguards as an important confidence-building measure among all States of the region and as a step toward enhancing peace and security." https://news.yahoo.com/dwyane-wades-ex-wife-fears-175220499.html Dwyane Wade's Ex-Wife Fears He's 'Pressuring' Zaya Into Name And Gender Change For Financial Gain Dwyane Wade’s ex-wife, Siohvaughn Funches-Wade, the star’s first wife and mother of his two oldest children, filed paperwork this week asking a judge to postpone their daughter Zaya’s sex change until she’s 18. In Funches-Wade plea to the judge, she claims the NBA star is exploiting their daughter for financial income. According to The Blast, Funches-Wade has sentiments about Zaya being pressured into the permanent change by Dwayne. “I have concerns that (Dwyane) may be pressuring our child to move forward with the name and gender change in order to capitalize on the financial opportunities that he has received from companies,” she said in her legal filing. The filing was in response to an August petition by Dwayne asking permission for Zaya to legally change her name from Zion Malachi Airamis Wade to Zaya Malachi Airamis Wade. Zaya came out as transgender in 2020 at the age of 12. Dwayne’s argument concerning his ex-wife’s petition was acknowledging that he is the legal guardian of their children and has the legal right to make decisions on his daughter’s behalf. Funch-Wade says during a conversation in April, Dwayne told her “a lot of money had been already made, and that additional money will be made in relation to our child’s name and gender issue.” Funch-Wade alleges her ex-husband only informs her of their children’s life choices out of ‘courtesy’ but states she wants to be hands-on in all decisions affecting the children. She also claims he is legally required to consult her on “major decisions affecting care, welfare, activities, health, education and religious upbringing.” Funch-Wade and Dwayne will have a hearing in December to determine whether Zaya can change her name and sex without her agreement.
This is Garrison Hardie with your CrossPolitic Daily Newsbrief for Thursday, November 3rd, 2022. Good to be back with you all, let’s get right into the news! https://www.cnbc.com/2022/11/02/fed-hikes-by-another-three-quarters-of-a-point-taking-rates-to-the-highest-level-since-january-2008.html Fed approves 0.75-point hike to take rates to highest since 2008 and hints at change in policy ahead The Federal Reserve on Wednesday approved a fourth consecutive three-quarter point interest rate increase and signaled a potential change in how it will approach monetary policy to bring down inflation. In a well-telegraphed move that markets had been expecting for weeks, the central bank raised its short-term borrowing rate by 0.75 percentage point to a target range of 3.75%-4%, the highest level since January 2008. The move continued the most aggressive pace of monetary policy tightening since the early 1980s, the last time inflation ran this high. Along with anticipating the rate hike, markets also had been looking for language indicating that this could be the last 0.75-point, or 75 basis point, move. The new statement hinted at that policy change, saying when determining future hikes, the Fed “will take into account the cumulative tightening of monetary policy, the lags with which monetary policy affects economic activity and inflation, and economic and financial developments.” Economists are hoping this is the much talked about “step-down” in policy that could see a rate increase of half a point at the December meeting and then a few smaller hikes in 2023. This week’s statement also expanded on previous language simply declaring that “ongoing increases in the target range will be appropriate.“ The new language read, “The Committee anticipates that ongoing increases in the target range will be appropriate in order to attain a stance of monetary policy that is sufficiently restrictive to return inflation to 2 percent over time.” Stocks initially rose following the announcement, but turned negative during Chairman Jerome Powell’s news conference as the market tried to gauge whether the Fed thinks it can implement a less restrictive policy that would include a slower pace of rate hikes to achieve its inflation goals. On balance, Powell dismissed the idea that the Fed may be pausing soon though he said he expects a discussion at the next meeting or two about slowing the pace of tightening. He also reiterated that it may take resolve and patience to get inflation down. The rate increase comes as recent inflation readings show prices remain near 40-year highs. A historically tight jobs market in which there are nearly two openings for every unemployed worker is pushing up wages, a trend the Fed is seeking to head off as it tightens money supply. Concerns are rising that the Fed, in its efforts to bring down the cost of living, also will pull the economy into recession. Powell has said he still sees a path to a “soft landing” in which there is not a severe contraction, but the U.S. economy this year has shown virtually no growth even as the full impact from the rate hikes has yet to kick in. At the same time, the Fed’s preferred inflation measure showed the cost of living rose 6.2% in September from a year ago – 5.1% even excluding food and energy costs. GDP declined in both the first and second quarters, meeting a common definition of recession, though it rebounded to 2.6% in the third quarter largely because of an unusual rise in exports. At the same time, housing demand has plunged as 30-year mortgage rates have soared past 7% in recent days. On Wall Street, markets have been rallying in anticipation that the Fed soon might start to ease back as worries grow over the longer-term impact of higher rates. The Dow Jones Industrial Average has gained more than 13% over the past month, in part because of an earnings season that wasn’t as bad as feared but also due to growing hopes for a recalibration of Fed policy. Treasury yields also have come off their highest levels since the early days of the financial crisis, though they remain elevated. The benchmark 10-year note most recently was around 4.09%. There is little if any expectation that the rate hikes will halt anytime soon, so the anticipation is just for a slower pace. Futures traders are pricing a near coin-flip chance of a half-point increase in December, against another three-quarter point move. https://thepostmillennial.com/bidens-cdc-replaces-word-woman-with-pregnant-person-in-flu-vaccine-guidance?utm_campaign=64487 Biden's CDC replaces word 'woman' with 'pregnant person' in flu vaccine guidance The US Centers for Disease Control (CDC) has removed the word woman from sections of its safety guidance on flu vaccines during pregnancy. According to the Daily Mail, gendered terms such as woman, women, mother and she/her pronouns were all erased from the Q & A section of the Flu Vaccine Safety and Pregnancy page in August of last year. The words were replaced with gender-neutral language such as “pregnant people” and the gender-neutral pronoun “their.” However, the words woman and mother still appear in other sections of the CDC website, such as the Vaccines During Pregnancy FAQ page. “Influenza is more likely to cause severe illness in pregnant people,” says the CDC. “Flu shots given during pregnancy help protect the ‘pregnant parent’ and the baby from flu.” Those advocating for the use of gender-neutral language in the healthcare setting argue that the intention is to ensure that everyone feels included. So for example because a tiny number of females who identify as men may become pregnant, the word woman should be removed from maternity care to include them. But feminist campaigners have suggested that the so-called inclusive language only appears to go one way. Ovarian cancer apparently now affects “people” not women, but prostate cancer still affects men. Healthline referred to “men” and “vulva-owners” last year on its HPV information pages. Meanwhile, MedicineNet.com kept the definition of male as “the sex that produces spermatozoa” but redefined female as being a complicated mix of chromosomal anomalies and gender identity. This has led some to speculate that this new inclusive language is not so much about being inclusive of everybody and more about ensuring that the word woman is never used in a way that excludes males who identify as women, while at the same time not reminding those males of their biology. New Saint Andrews: Today’s culture shifts like sand. But New Saint Andrews College is established on Christ, the immovable rock. It is a premier institution that forges evangelical leaders who don’t fear or hate the world. Guided by God’s Word, they take the world back because they’re equipped with the genius of classical liberal arts and God-honoring wisdom, thanks to a faculty dedicated to academic rigor and to God’s kingdom.Find out more, at nsa.edu/ https://justthenews.com/nation/economy/facebook-stock-down-70-down-800-billion-market-cap-year-nears-end Investors reportedly disgruntled as Facebook stock down 70%, company out $800 billion in market cap Investors in Facebook parent company Meta are reportedly growing dissatisfied with the company's fixation on the "metaverse" as the corporations' stock continues to plunge and its market capitalization continues a long slide. The company has seen its stock plummet throughout 2022, shedding more than 70% of its value from the start of the year as it fell from over $330 per share in January to nearly $90 per share this week. The company's market cap has also plunged from its high last year, dropping from just over $1 trillion in August of 2021 to under $250 billion in November. Investors, meanwhile, are reported to be unhappy with the company's business direction, specifically founder Mark Zuckerberg's fixation on the virtual reality "metaverse," a project that has generated relatively little excitement outside of esoteric tech circles. Jim Tierney, an investment officer for Meta shareholder AllianceBernstein, told the Financial Times that, had any other company plowed so much money into a strategically dubious project, "you’d have activist investors writing letters, proposing alternative slates of directors, demanding change." David Older, an asset manager at Carmignac, claimed that Zuckerberg has been "tone-deaf to the investment community, doubling down on everything." “The timeline for the metaverse is very stretched. I don’t think you’re going to know if it is the right move for five or 10 years," he told FT. Meta, meanwhile, told FT that the company "value[s] the opinions of our investors and regularly engage with them to ensure we’re aware of their respective perspectives.” https://www.foxnews.com/us/kansas-woman-helmed-female-isis-battalion-sentenced-20-years-prison Kansas woman who helmed female ISIS battalion sentenced to 20 years in prison Allison Fluke-Ekren, a 42-year-old woman who grew up on a farm in Overbrook, Kansas, was sentenced to two decades in prison on Tuesday for leading the Khatiba Nusaybah, an all-female ISIS battalion in Raqqa, Syria. Fluke-Ekren's own children asked the judge to hand down the maximum sentence, 20 years, during victim impact statements at the hearing. Fluke-Ekren tearfully spoke to the judge before her sentencing. "I deeply regret my choices, but I also deeply sympathize with women abused and raped in Syria." In a plea deal made with the government, Fluke-Ekren admitted she translated and analyzed documents taken from the U.S. Consulate in Benghazi, Libya, after the terrorist attack on the facility in 2012. She tried to explain to the court some of her actions during the seven years she spent in Syria. "I was afraid of my conduct in Benghazi. I just didn’t see a way out." Fluke-Ekren also stressed that for most of her time in Syria, she had been just a mother, caring for her several children as well as other children and their mothers. Federal Judge Leonie Brinkema said she did not find Fluke-Ekren’s claims "wholly credible," saying she had "downplayed the impact" of her role in the Benghazi attack. The judge continued, "There’s no question you were providing material support for a terrorist organization," and emphasized several times during the hearing that was the crime for which Fluke-Ekren would be sentenced. Earlier in the sentencing hearing, two of Fluke-Ekren’s adult children gave emotional statements against their mother. Layla Ekren was visibly trembling in court for nearly an hour before she got her chance to tell Brinkema that her mother abused her as a child. She told the court about one instance in Syria when the family had lice, and her mother held her down on the ground and poured the medicine on her eyes in an apparent attempt to blind her. First Assistant U.S. Attorney Raj Parekh laid out the allegations against Fluke-Ekren in a sentencing memo, writing that she urged a woman to commit a suicide bombing and told others that her oldest son was born after she was raped by an American soldier as a way to gain favor with other terrorists. https://justthenews.com/world/middle-east/united-nations-orders-israel-get-rid-nuclear-weapons United Nations calls on Israel to get rid of nuclear weapons The United Nations General Assembly has passed a resolution calling on Israel to dispose of all of its alleged nuclear weapons and to put its nuclear sites under the jurisdiction of the International Atomic Energy Agency. The resolution, led by the UN's First Committee, which deals with nuclear disarmament, passed 152-5 over the weekend. Egypt submitted the resolution to the General Assembly in New York with sponsors including the Palestinian Authority and 19 countries including Morocco and the United Arab Emirates, the Jerusalem Post reported. The five countries that opposed the resolution were Canada, Israel, Micronesia, Palau and the United States. Twenty-four countries including European Union members, abstained from the vote. Israel has never admitted to having nuclear weapons but is widely believed to have them. Israel is one of the few U.N. member states that has not signed the Non-Proliferation of Nuclear Weapons Treaty. Iran is a signatory on the treaty, but international authorities believe that Tehran may already possess nuclear weapons. The resolution, on the "risk of nuclear proliferation in the Middle East," did not include Iran. The resolution calls on Israel "to accede to the Treaty without further delay, not to develop, produce, test or otherwise acquire nuclear weapons, to renounce possession of nuclear weapons and to place all its unsafe guarded nuclear facilities under the full scope of Agency safeguards as an important confidence-building measure among all States of the region and as a step toward enhancing peace and security." https://news.yahoo.com/dwyane-wades-ex-wife-fears-175220499.html Dwyane Wade's Ex-Wife Fears He's 'Pressuring' Zaya Into Name And Gender Change For Financial Gain Dwyane Wade’s ex-wife, Siohvaughn Funches-Wade, the star’s first wife and mother of his two oldest children, filed paperwork this week asking a judge to postpone their daughter Zaya’s sex change until she’s 18. In Funches-Wade plea to the judge, she claims the NBA star is exploiting their daughter for financial income. According to The Blast, Funches-Wade has sentiments about Zaya being pressured into the permanent change by Dwayne. “I have concerns that (Dwyane) may be pressuring our child to move forward with the name and gender change in order to capitalize on the financial opportunities that he has received from companies,” she said in her legal filing. The filing was in response to an August petition by Dwayne asking permission for Zaya to legally change her name from Zion Malachi Airamis Wade to Zaya Malachi Airamis Wade. Zaya came out as transgender in 2020 at the age of 12. Dwayne’s argument concerning his ex-wife’s petition was acknowledging that he is the legal guardian of their children and has the legal right to make decisions on his daughter’s behalf. Funch-Wade says during a conversation in April, Dwayne told her “a lot of money had been already made, and that additional money will be made in relation to our child’s name and gender issue.” Funch-Wade alleges her ex-husband only informs her of their children’s life choices out of ‘courtesy’ but states she wants to be hands-on in all decisions affecting the children. She also claims he is legally required to consult her on “major decisions affecting care, welfare, activities, health, education and religious upbringing.” Funch-Wade and Dwayne will have a hearing in December to determine whether Zaya can change her name and sex without her agreement.
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