{"id":154340,"date":"2026-08-07T16:05:22","date_gmt":"2026-08-07T16:05:22","guid":{"rendered":"https:\/\/am.meltedhouse.digital\/multi-asset-strategy\/"},"modified":"2026-08-26T13:20:08","modified_gmt":"2026-08-26T13:20:08","slug":"multi-asset-strategy","status":"publish","type":"page","link":"https:\/\/alpinemacro.com\/fr\/multi-asset-strategy\/","title":{"rendered":"Strat\u00e9gie multiactifs"},"content":{"rendered":"\n<section class=\"oe-section oe-background-secondary oe-hero-section-image-mask oe-hero-gbv2 oe-pointer-glow gb-element-dc77c9b5 break-out\" style=\"--inline-bg-image: url()\">\n<div class=\"oe-container oe-light oe-flex oe-flex-column oe-gap-medium oe-position-relative oe-motion-stagger gb-element-9a025c16\"><!--blockstudio\/alpine\/breadcrumbs--><nav class=\"am-breadcrumbs am-breadcrumbs--inherit am-breadcrumbs--collapse am-breadcrumbs--float am-breadcrumbs--float-nomobile\" aria-label=\"Breadcrumb\">\n\t<ol class=\"am-breadcrumbs__list\">\n\t\t\t\t\t<li class=\"am-breadcrumbs__item\">\n\t\t\t\t\t\t\t\t\t<a class=\"am-breadcrumbs__link\" href=\"https:\/\/alpinemacro.com\/fr\/\">Accueil<\/a>\n\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t<li class=\"am-breadcrumbs__item\">\n\t\t\t\t\t\t\t\t\t<a class=\"am-breadcrumbs__link\" href=\"\/fr\/products-and-services\">Produit<\/a>\n\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t<li class=\"am-breadcrumbs__item\">\n\t\t\t\t\t\t\t\t\t<span class=\"am-breadcrumbs__current\" aria-current=\"page\">Alpine Macro<\/span>\n\t\t\t\t\t\t\t<\/li>\n\t\t\t<\/ol>\n<\/nav>\n<script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"BreadcrumbList\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Accueil\",\"item\":\"https:\/\/alpinemacro.com\/fr\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Produit\",\"item\":\"\/fr\/products-and-services\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Alpine Macro\",\"item\":\"https:\/\/alpinemacro.com\/fr\/wp-json\/wp\/v2\/pages\/154340\"}]}<\/script>\n\n\n<div class=\"oe-gap-hero-grid gb-element-e2206a75\">\n<div class=\"oe-flex-between oe-flex-column oe-gap-grid\">\n<div class=\"oe-flex-column oe-content-remove-margins oe-gap-content\">\n<div>\n<div class=\"gb-text oe-text-uppercase oe-badge oe-motion oe-motion-fade-up uk-badge\">ProduIt<\/div>\n<\/div>\n\n\n\n<div class=\"oe-container-small oe-container-align-left oe-flex oe-flex-column oe-gap-medium oe-content-remove-margins\">\n<h1 class=\"gb-text oe-heading oe-h1 oe-motion oe-motion-fade-up\">Strat\u00e9gie multiactifs<\/h1>\n\n\n\n\n\n<div class=\"oe-motion oe-motion-fade-up\">\n<a class=\"gb-text oe-button oe-button-primary\" href=\"\/fr\/trial-access\">Demander un acc\u00e8s d\u2019essai<\/a>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"oe-gap-grid oe-grid-inner-dividers oe-grid-inner-dividers--light oe-motion oe-motion-fade-up oe-border-radius-base\" style=\"--oe-grid-columns-desktop: 3; --oe-grid-columns-tablet: 1; --oe-grid-columns-mobile: 1; --oe-grid-item-background: var(--oe-color-secondary);\">\n<div class=\"oe-padding-base\">\n<span class=\"gb-text oe-text-2xlarge oe-text-bold\">6-12mo<\/span>\n\n\n\n<p class=\"gb-text oe-text-neutral\">March\u00e9s d\u2019actifs dans le mod\u00e8le GTAAI<\/p>\n<\/div>\n\n\n\n<div class=\"oe-padding-base\">\n<span class=\"gb-text oe-text-2xlarge oe-text-bold\">5yr+<\/span>\n\n\n\n<p class=\"gb-text oe-text-neutral\">March\u00e9s d\u00e9velopp\u00e9s couverts, plus les actions des march\u00e9s \u00e9mergents<\/p>\n<\/div>\n\n\n\n<div class=\"oe-padding-base\">\n<span class=\"gb-text oe-text-2xlarge oe-text-bold\">4<\/span>\n\n\n\n<p class=\"gb-text oe-text-neutral\">Rapports hebdomadaires chaque mois, publi\u00e9s le lundi<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"gb-element-e5ca07b0\">\n<!-- \u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\n     Alpine Macro \u2014 Multi-Asset Strategy hero device (standalone)\n     Drop into a WordPress \"Custom HTML\" block.\n     Self-contained: scoped styles (amdev- prefix), no external assets,\n     no JavaScript. The device is a frosted-glass mockup designed for a\n     dark backdrop, so it sits on its own navy panel here.\n\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550 -->\n<div class=\"amdev-stage\">\n  <div class=\"amdev-device\">\n\n    <svg viewBox=\"0 0 360 640\" role=\"img\" width=\"100%\" height=\"auto\"\n         style=\"display:block;\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"\n         aria-labelledby=\"amdev-title amdev-desc\">\n      <title id=\"amdev-title\">Multi-Asset Strategy \u2014 allocation snapshot<\/title>\n      <desc id=\"amdev-desc\">A translucent device showing the multi-asset allocation donut and this month&#8217;s overweight\/underweight positioning versus benchmark. Illustrative data.<\/desc>\n\n      <defs>\n        <linearGradient id=\"amdevFrame\" x1=\"0\" y1=\"0\" x2=\"0\" y2=\"1\">\n          <stop offset=\"0\" stop-color=\"#ffffff\" stop-opacity=\"0.18\"\/>\n          <stop offset=\"1\" stop-color=\"#ffffff\" stop-opacity=\"0.05\"\/>\n        <\/linearGradient>\n        <linearGradient id=\"amdevScreen\" x1=\"0.1\" y1=\"0\" x2=\"0.5\" y2=\"1\">\n          <stop offset=\"0\" stop-color=\"#ffffff\" stop-opacity=\"0.11\"\/>\n          <stop offset=\"1\" stop-color=\"#ffffff\" stop-opacity=\"0.03\"\/>\n        <\/linearGradient>\n      <\/defs>\n\n      <style>\n        .amdev-svg text { font-family: 'Poppins','Segoe UI',Arial,sans-serif; }\n        .amdev-svg .seg { fill:none; stroke-width:15; pointer-events:stroke; cursor:pointer; transition:stroke-width .15s ease; }\n        .amdev-svg .seg-wrap:hover .seg { stroke-width:18.5; }\n        .amdev-svg .tip { opacity:0; transition:opacity .15s ease; pointer-events:none; }\n        .amdev-svg .seg-wrap:hover .seg-tip { opacity:1; }\n        .amdev-svg .row { cursor:pointer; }\n        .amdev-svg .row-bg { fill:#ffffff; opacity:0; transition:opacity .15s ease; }\n        .amdev-svg .row:hover .row-bg { opacity:.09; }\n        .amdev-svg .row:hover .row-tip { opacity:1; }\n        .amdev-svg .spark { transition:stroke-width .15s ease; }\n        .amdev-svg .row:hover .spark { stroke-width:2.6; }\n      <\/style>\n\n      <g class=\"amdev-svg\">\n\n        <!-- \u2500\u2500 Device frame (frosted glass, translucent) \u2500\u2500 -->\n        <rect x=\"6\" y=\"6\" width=\"348\" height=\"628\" rx=\"46\" fill=\"url(#amdevFrame)\" stroke=\"#ffffff\" stroke-opacity=\"0.30\" stroke-width=\"1.5\"\/>\n        <rect x=\"18\" y=\"18\" width=\"324\" height=\"604\" rx=\"34\" fill=\"url(#amdevScreen)\" stroke=\"#ffffff\" stroke-opacity=\"0.14\"\/>\n        <!-- speaker notch -->\n        <rect x=\"156\" y=\"30\" width=\"48\" height=\"5\" rx=\"2.5\" fill=\"#ffffff\" fill-opacity=\"0.20\"\/>\n\n        <!-- \u2500\u2500 Donut chart: multi-asset allocation (brand blues) \u2500\u2500 -->\n        <g>\n          <!-- base track -->\n          <circle cx=\"180\" cy=\"150\" r=\"62\" fill=\"none\" stroke=\"#ffffff\" stroke-opacity=\"0.14\" stroke-width=\"15\"\/>\n\n          <!-- Equities 38% -->\n          <g class=\"seg-wrap\">\n            <title>Equities \u00b7 38%<\/title>\n            <circle class=\"seg\" cx=\"180\" cy=\"150\" r=\"62\" stroke=\"#00addc\" pathLength=\"100\"\n                    stroke-dasharray=\"38 62\" stroke-dashoffset=\"0\" transform=\"rotate(-90 180 150)\"\/>\n            <g class=\"tip seg-tip\">\n              <rect x=\"118\" y=\"44\" width=\"124\" height=\"22\" rx=\"6\" fill=\"#012a52\" fill-opacity=\"0.94\" stroke=\"#00addc\" stroke-opacity=\"0.5\"\/>\n              <text x=\"180\" y=\"59\" text-anchor=\"middle\" font-size=\"11\" font-weight=\"600\" fill=\"#eaf6fb\">Equities \u00b7 38%<\/text>\n            <\/g>\n          <\/g>\n\n          <!-- Fixed income 30% -->\n          <g class=\"seg-wrap\">\n            <title>Fixed income \u00b7 30%<\/title>\n            <circle class=\"seg\" cx=\"180\" cy=\"150\" r=\"62\" stroke=\"#4fc3e8\" pathLength=\"100\"\n                    stroke-dasharray=\"30 70\" stroke-dashoffset=\"-38\" transform=\"rotate(-90 180 150)\"\/>\n            <g class=\"tip seg-tip\">\n              <rect x=\"118\" y=\"44\" width=\"124\" height=\"22\" rx=\"6\" fill=\"#012a52\" fill-opacity=\"0.94\" stroke=\"#00addc\" stroke-opacity=\"0.5\"\/>\n              <text x=\"180\" y=\"59\" text-anchor=\"middle\" font-size=\"11\" font-weight=\"600\" fill=\"#eaf6fb\">Fixed income \u00b7 30%<\/text>\n            <\/g>\n          <\/g>\n\n          <!-- Credit 14% -->\n          <g class=\"seg-wrap\">\n            <title>Credit \u00b7 14%<\/title>\n            <circle class=\"seg\" cx=\"180\" cy=\"150\" r=\"62\" stroke=\"#86d9f0\" pathLength=\"100\"\n                    stroke-dasharray=\"14 86\" stroke-dashoffset=\"-68\" transform=\"rotate(-90 180 150)\"\/>\n            <g class=\"tip seg-tip\">\n              <rect x=\"118\" y=\"44\" width=\"124\" height=\"22\" rx=\"6\" fill=\"#012a52\" fill-opacity=\"0.94\" stroke=\"#00addc\" stroke-opacity=\"0.5\"\/>\n              <text x=\"180\" y=\"59\" text-anchor=\"middle\" font-size=\"11\" font-weight=\"600\" fill=\"#eaf6fb\">Credit \u00b7 14%<\/text>\n            <\/g>\n          <\/g>\n\n          <!-- Real assets & gold 12% -->\n          <g class=\"seg-wrap\">\n            <title>Real assets &amp; gold \u00b7 12%<\/title>\n            <circle class=\"seg\" cx=\"180\" cy=\"150\" r=\"62\" stroke=\"#b3e7f8\" pathLength=\"100\"\n                    stroke-dasharray=\"12 88\" stroke-dashoffset=\"-82\" transform=\"rotate(-90 180 150)\"\/>\n            <g class=\"tip seg-tip\">\n              <rect x=\"106\" y=\"44\" width=\"148\" height=\"22\" rx=\"6\" fill=\"#012a52\" fill-opacity=\"0.94\" stroke=\"#00addc\" stroke-opacity=\"0.5\"\/>\n              <text x=\"180\" y=\"59\" text-anchor=\"middle\" font-size=\"11\" font-weight=\"600\" fill=\"#eaf6fb\">Real assets &amp; gold \u00b7 12%<\/text>\n            <\/g>\n          <\/g>\n\n          <!-- Cash 6% -->\n          <g class=\"seg-wrap\">\n            <title>Cash \u00b7 6%<\/title>\n            <circle class=\"seg\" cx=\"180\" cy=\"150\" r=\"62\" stroke=\"#d4f0fb\" pathLength=\"100\"\n                    stroke-dasharray=\"6 94\" stroke-dashoffset=\"-94\" transform=\"rotate(-90 180 150)\"\/>\n            <g class=\"tip seg-tip\">\n              <rect x=\"118\" y=\"44\" width=\"124\" height=\"22\" rx=\"6\" fill=\"#012a52\" fill-opacity=\"0.94\" stroke=\"#00addc\" stroke-opacity=\"0.5\"\/>\n              <text x=\"180\" y=\"59\" text-anchor=\"middle\" font-size=\"11\" font-weight=\"600\" fill=\"#eaf6fb\">Cash \u00b7 6%<\/text>\n            <\/g>\n          <\/g>\n\n          <!-- centre labels -->\n          <text x=\"180\" y=\"148\" text-anchor=\"middle\" font-size=\"32\" font-weight=\"700\" fill=\"#ffffff\">5<\/text>\n          <text x=\"180\" y=\"168\" text-anchor=\"middle\" font-size=\"10.5\" fill=\"#ffffff\" fill-opacity=\"0.6\">Asset classes<\/text>\n        <\/g>\n\n        <!-- \u2500\u2500 Heading \u2500\u2500 -->\n        <text x=\"180\" y=\"250\" text-anchor=\"middle\" font-size=\"15\" font-weight=\"600\" fill=\"#ffffff\">Multi-asset positioning<\/text>\n\n        <!-- \u2500\u2500 Tag chips \u2500\u2500 -->\n        <g>\n          <rect x=\"104\" y=\"266\" width=\"82\" height=\"24\" rx=\"6\" fill=\"none\" stroke=\"#ffffff\" stroke-opacity=\"0.28\"\/>\n          <text x=\"145\" y=\"282\" text-anchor=\"middle\" font-size=\"11\" fill=\"#ffffff\" fill-opacity=\"0.78\">TPA model<\/text>\n          <rect x=\"194\" y=\"266\" width=\"66\" height=\"24\" rx=\"6\" fill=\"none\" stroke=\"#ffffff\" stroke-opacity=\"0.28\"\/>\n          <text x=\"227\" y=\"282\" text-anchor=\"middle\" font-size=\"11\" fill=\"#ffffff\" fill-opacity=\"0.78\">Aug 2026<\/text>\n        <\/g>\n\n        <!-- \u2500\u2500 Metric row 1: Global Equities (overweight, up) \u2500\u2500 -->\n        <g class=\"row\">\n          <title>Global Equities \u2014 38% weight, up 1.5% vs last month (overweight vs benchmark)<\/title>\n          <rect class=\"row-bg\" x=\"30\" y=\"316\" width=\"300\" height=\"66\" rx=\"8\"\/>\n          <polyline class=\"spark\" points=\"44,360 58,352 72,356 86,344 100,349 114,338 128,343\"\n                    fill=\"none\" stroke=\"#3fd39b\" stroke-width=\"1.8\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/>\n          <text x=\"150\" y=\"330\" font-size=\"11\" fill=\"#ffffff\" fill-opacity=\"0.6\">Global Equities<\/text>\n          <text x=\"150\" y=\"358\" font-size=\"22\" font-weight=\"700\" fill=\"#ffffff\">38%<\/text>\n          <text x=\"150\" y=\"374\" font-size=\"10.5\"><tspan fill=\"#3fd39b\">\u2191 1.5%<\/tspan><tspan fill=\"#ffffff\" fill-opacity=\"0.55\"> vs last month<\/tspan><\/text>\n          <g class=\"tip row-tip\">\n            <rect x=\"234\" y=\"340\" width=\"86\" height=\"22\" rx=\"6\" fill=\"#012a52\" fill-opacity=\"0.94\" stroke=\"#00addc\" stroke-opacity=\"0.5\"\/>\n            <text x=\"277\" y=\"355\" text-anchor=\"middle\" font-size=\"11\" font-weight=\"600\" fill=\"#eaf6fb\">Overweight<\/text>\n          <\/g>\n        <\/g>\n        <line x1=\"44\" y1=\"382\" x2=\"316\" y2=\"382\" stroke=\"#ffffff\" stroke-opacity=\"0.12\" stroke-width=\"1\"\/>\n\n        <!-- \u2500\u2500 Metric row 2: DM Gov Bonds (underweight, down) \u2500\u2500 -->\n        <g class=\"row\">\n          <title>DM Government Bonds \u2014 30% weight, down 1.0% vs last month (underweight vs benchmark)<\/title>\n          <rect class=\"row-bg\" x=\"30\" y=\"390\" width=\"300\" height=\"66\" rx=\"8\"\/>\n          <polyline class=\"spark\" points=\"44,420 58,424 72,428 86,425 100,433 114,431 128,438\"\n                    fill=\"none\" stroke=\"#f2857e\" stroke-width=\"1.8\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/>\n          <text x=\"150\" y=\"404\" font-size=\"11\" fill=\"#ffffff\" fill-opacity=\"0.6\">DM Gov Bonds<\/text>\n          <text x=\"150\" y=\"432\" font-size=\"22\" font-weight=\"700\" fill=\"#ffffff\">30%<\/text>\n          <text x=\"150\" y=\"448\" font-size=\"10.5\"><tspan fill=\"#f2857e\">\u2193 1.0%<\/tspan><tspan fill=\"#ffffff\" fill-opacity=\"0.55\"> vs last month<\/tspan><\/text>\n          <g class=\"tip row-tip\">\n            <rect x=\"226\" y=\"414\" width=\"94\" height=\"22\" rx=\"6\" fill=\"#012a52\" fill-opacity=\"0.94\" stroke=\"#00addc\" stroke-opacity=\"0.5\"\/>\n            <text x=\"273\" y=\"429\" text-anchor=\"middle\" font-size=\"11\" font-weight=\"600\" fill=\"#eaf6fb\">Underweight<\/text>\n          <\/g>\n        <\/g>\n        <line x1=\"44\" y1=\"456\" x2=\"316\" y2=\"456\" stroke=\"#ffffff\" stroke-opacity=\"0.12\" stroke-width=\"1\"\/>\n\n        <!-- \u2500\u2500 Metric row 3: Gold & Real Assets (overweight, up) \u2500\u2500 -->\n        <g class=\"row\">\n          <title>Gold &amp; Real Assets \u2014 12% weight, up 0.8% vs last month (overweight vs benchmark)<\/title>\n          <rect class=\"row-bg\" x=\"30\" y=\"464\" width=\"300\" height=\"66\" rx=\"8\"\/>\n          <polyline class=\"spark\" points=\"44,506 58,500 72,502 86,492 100,494 114,485 128,488\"\n                    fill=\"none\" stroke=\"#3fd39b\" stroke-width=\"1.8\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/>\n          <text x=\"150\" y=\"478\" font-size=\"11\" fill=\"#ffffff\" fill-opacity=\"0.6\">Gold &amp; Real Assets<\/text>\n          <text x=\"150\" y=\"506\" font-size=\"22\" font-weight=\"700\" fill=\"#ffffff\">12%<\/text>\n          <text x=\"150\" y=\"522\" font-size=\"10.5\"><tspan fill=\"#3fd39b\">\u2191 0.8%<\/tspan><tspan fill=\"#ffffff\" fill-opacity=\"0.55\"> vs last month<\/tspan><\/text>\n          <g class=\"tip row-tip\">\n            <rect x=\"234\" y=\"488\" width=\"86\" height=\"22\" rx=\"6\" fill=\"#012a52\" fill-opacity=\"0.94\" stroke=\"#00addc\" stroke-opacity=\"0.5\"\/>\n            <text x=\"277\" y=\"503\" text-anchor=\"middle\" font-size=\"11\" font-weight=\"600\" fill=\"#eaf6fb\">Overweight<\/text>\n          <\/g>\n        <\/g>\n\n        <!-- \u2500\u2500 Bottom nav bar \u2500\u2500 -->\n        <line x1=\"30\" y1=\"560\" x2=\"330\" y2=\"560\" stroke=\"#ffffff\" stroke-opacity=\"0.12\" stroke-width=\"1\"\/>\n        <!-- home (active) -->\n        <path d=\"M64 587 l8 -7 l8 7 M66 585 v8 h12 v-8\" fill=\"none\" stroke=\"#ffffff\" stroke-opacity=\"0.9\" stroke-width=\"1.6\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/>\n        <!-- allocation \/ sliders -->\n        <g stroke=\"#ffffff\" stroke-opacity=\"0.4\" stroke-width=\"1.6\" stroke-linecap=\"round\">\n          <line x1=\"138\" y1=\"580\" x2=\"138\" y2=\"592\"\/><line x1=\"144\" y1=\"580\" x2=\"144\" y2=\"592\"\/><line x1=\"150\" y1=\"580\" x2=\"150\" y2=\"592\"\/>\n          <circle cx=\"138\" cy=\"584\" r=\"1.8\" fill=\"#ffffff\" fill-opacity=\"0.4\" stroke=\"none\"\/><circle cx=\"144\" cy=\"588\" r=\"1.8\" fill=\"#ffffff\" fill-opacity=\"0.4\" stroke=\"none\"\/><circle cx=\"150\" cy=\"583\" r=\"1.8\" fill=\"#ffffff\" fill-opacity=\"0.4\" stroke=\"none\"\/>\n        <\/g>\n        <!-- settings -->\n        <g fill=\"none\" stroke=\"#ffffff\" stroke-opacity=\"0.4\" stroke-width=\"1.6\" stroke-linecap=\"round\">\n          <circle cx=\"216\" cy=\"586\" r=\"4.5\"\/>\n          <path d=\"M216 578 v2 M216 592 v2 M208 586 h2 M222 586 h2 M210.5 580.5 l1.4 1.4 M220 590 l1.4 1.4 M221.5 580.5 l-1.4 1.4 M210.5 591.5 l1.4 -1.4\"\/>\n        <\/g>\n        <!-- profile -->\n        <g fill=\"none\" stroke=\"#ffffff\" stroke-opacity=\"0.4\" stroke-width=\"1.6\" stroke-linecap=\"round\" stroke-linejoin=\"round\">\n          <circle cx=\"288\" cy=\"582\" r=\"4\"\/>\n          <path d=\"M280 593 c0 -5 4 -8 8 -8 s8 3 8 8\"\/>\n        <\/g>\n\n      <\/g>\n    <\/svg>\n\n  <\/div>\n<\/div>\n\n<style>\n  \/* Scoped to .amdev-* so it won't collide with the WordPress theme *\/\n  .amdev-stage {\n    background: transparent;\n    padding: 0;\n    display: flex;\n    justify-content: center;\n    align-items: center;\n  }\n  .amdev-device {\n    width: 100%;\n    max-width: 300px;\n    margin: 0 auto;\n    transform: perspective(1400px) rotateY(-17deg) rotateX(4deg);\n    transform-origin: center center;\n    filter: drop-shadow(0 26px 44px rgba(0,10,30,.45));\n    transition: transform .5s ease;\n  }\n  .amdev-device:hover { transform: perspective(1400px) rotateY(-6deg) rotateX(2deg); }\n\n  @media (max-width: 1000px) {\n    .amdev-device { transform: perspective(1600px) rotateY(-10deg) rotateX(3deg); }\n  }\n<\/style>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n\n\n\n<section class=\"oe-section oe-flex oe-flex-column oe-section-muted oe-gap-container oe-pointer-glow oe-pointer-glow--blue alignfull break-out\">\n<div class=\"oe-container oe-text-center oe-flex-column oe-content-remove-margins oe-gap-content oe-motion-stagger oe-motion-trigger--late\">\n<h2 class=\"gb-text oe-heading oe-heading-eyebrow oe-motion oe-motion-fade-up\">CE QUE VOUS RECEVEZ<\/h2>\n\n\n\n<h3 class=\"gb-text oe-heading oe-text-xlarge oe-margin-auto oe-motion-fade-up oe-motion oe-text-500 gb-text-84e70db1\">Trois produits livrables de recherche, un seul cadre de r\u00e9partition<\/h3>\n<\/div>\n\n\n\n<div class=\"oe-container\">\n<div class=\"oe-gap-grid oe-motion-stagger oe-motion-trigger--late gb-element-8545b8f0\" data-oe-height-match=\".oe-card-title-wrapper\">\n<div class=\"oe-card oe-background-default oe-border-outline oe-padding-remove oe-motion oe-motion-fade-up\">\n<div class=\"oe-card-title-wrapper oe-background-secondary oe-light oe-padding-small oe-motion oe-motion-fade-up oe-flex oe-gap-small oe-flex-bottom oe-flex-between\">\n<div class=\"oe-content-remove-margins oe-flex-column oe-gap-xsmall\">\n<p class=\"gb-text oe-text-xsmall oe-text-uppercase oe-text-500 oe-text-primary\">Produit phare \u00b7 mensuel (milieu de mois)<\/p>\n\n\n\n<h3 class=\"gb-text oe-card-title gb-text-20257c68\">R\u00e9partition multiactifs mondiale<\/h3>\n<\/div>\n\n\n\n<h3 class=\"oe-card-title gb-text-695e53ad\"><span class=\"gb-shape\"><svg version=\"1.1\" id=\"fi_478544\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" x=\"0px\" y=\"0px\" viewBox=\"0 0 512 512\" style=\"enable-background:new 0 0 512 512;\" xml:space=\"preserve\">\n<g>\n\t<g>\n\t\t<path d=\"M488.399,492h-21.933V173.536c0-14.823-12.06-26.882-26.882-26.882H390.56c-14.823,0-26.882,12.06-26.882,26.882V492\n\t\t\th-55.692V317.825c0-14.823-12.059-26.882-26.882-26.882H232.08c-14.823,0-26.882,12.06-26.882,26.882V492h-55.692v-90.204\n\t\t\tc0-14.823-12.06-26.882-26.882-26.882H73.599c-14.823,0-26.882,12.06-26.882,26.882V492H23.601c-5.523,0-10,4.477-10,10\n\t\t\ts4.477,10,10,10h464.798c5.523,0,10-4.477,10-10S493.922,492,488.399,492z M129.504,492H66.716v-90.204\n\t\t\tc0-3.795,3.087-6.882,6.882-6.882h49.024c3.795,0,6.882,3.087,6.882,6.882V492z M287.985,492h-62.788V317.825\n\t\t\tc0-3.795,3.087-6.882,6.882-6.882h49.024c3.794,0,6.882,3.087,6.882,6.882V492z M446.466,492h-62.788V173.536\n\t\t\tc0-3.795,3.087-6.882,6.882-6.882h49.024c3.795,0,6.882,3.087,6.882,6.882V492z\"><\/path>\n\t<\/g>\n<\/g>\n<g>\n\t<g>\n\t\t<path d=\"M466.442,10.516c0.14-2.729-0.82-5.504-2.904-7.588c-2.084-2.084-4.859-3.045-7.588-2.904\n\t\t\tC455.789,0.017,455.63,0,455.466,0h-60.5c-5.523,0-10,4.477-10,10s4.477,10,10,10h37.357l-98.857,98.858l-37.28-37.28\n\t\t\tc-1.875-1.875-4.419-2.929-7.071-2.929c-2.652,0-5.196,1.054-7.071,2.929l-179.769,179.77c-3.905,3.905-3.905,10.237,0,14.143\n\t\t\tc1.953,1.951,4.512,2.927,7.071,2.927s5.119-0.976,7.071-2.929L289.115,102.79l37.28,37.28c3.905,3.905,10.237,3.905,14.143,0\n\t\t\tL446.466,34.143v33.81c0,5.523,4.477,10,10,10s10-4.477,10-10V11C466.466,10.837,466.449,10.678,466.442,10.516z\"><\/path>\n\t<\/g>\n<\/g>\n<g>\n\t<g>\n\t\t<circle cx=\"75.64\" cy=\"303.31\" r=\"10\"><\/circle>\n\t<\/g>\n<\/g>\n<g>\n<\/g>\n<g>\n<\/g>\n<g>\n<\/g>\n<g>\n<\/g>\n<g>\n<\/g>\n<g>\n<\/g>\n<g>\n<\/g>\n<g>\n<\/g>\n<g>\n<\/g>\n<g>\n<\/g>\n<g>\n<\/g>\n<g>\n<\/g>\n<g>\n<\/g>\n<g>\n<\/g>\n<g>\n<\/g>\n<\/svg><\/span><\/h3>\n<\/div>\n\n\n\n<div class=\"oe-padding-small oe-motion oe-motion-fade-up\">\n<p class=\"gb-text\">Notre rapport phare marie nos cadres quantitatifs \u00e0 nos convictions macro\u00e9conomiques pour formuler des conclusions d\u2019investissement solides pour les portefeuilles multiactifs.<\/p>\n\n\n\n<p class=\"gb-text\">Outre les rotations sugg\u00e9r\u00e9es par pays et par secteur, il comprend un tableau complet de r\u00e9partition de l\u2019actif montrant les surpond\u00e9rations et sous-pond\u00e9rations par rapport aux principaux indices de r\u00e9f\u00e9rence multiactifs mondiaux.<\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"oe-card oe-background-default oe-border-outline oe-padding-remove oe-motion oe-motion-fade-up\">\n<div class=\"oe-card-title-wrapper oe-background-secondary oe-light oe-padding-small oe-motion oe-motion-fade-up oe-flex oe-gap-small oe-flex-bottom oe-flex-between\">\n<div class=\"oe-content-remove-margins oe-flex-column oe-gap-xsmall\">\n<p class=\"gb-text oe-text-xsmall oe-text-uppercase oe-text-500 oe-text-primary\">En continu \u00b7 TPA trimestriel<\/p>\n\n\n\n<h3 class=\"gb-text oe-card-title gb-text-6571d433\">Strat\u00e9gie macro\u00e9conomique th\u00e9matique<\/h3>\n<\/div>\n\n\n\n<h3 class=\"oe-card-title gb-text-414c6ca0\"><span class=\"gb-shape\"><svg id=\"fi_2961545\" enable-background=\"new 0 0 48 48\" height=\"512\" viewBox=\"0 0 48 48\" width=\"512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><g><path d=\"m25 7.03c0-.552-.447-1-1-1-5.514 0-10 4.486-10 10 0 .552.447 1 1 1s1-.448 1-1c0-4.411 3.589-8 8-8 .553 0 1-.448 1-1z\"><\/path><path d=\"m22.246 45.79h1.754 1.754c1.652 0 2.999-1.345 3-3v-1.099c1.032-.475 1.755-1.512 1.755-2.721v-3.72c.176-.382.281-.802.281-1.25 0-1.016.226-2 .671-2.927.441-.919 1.086-1.752 1.864-2.409 3.746-3.165 5.709-7.989 5.25-12.909-.7-7.375-6.813-13.189-14.265-13.525l-.31-.01-.354.011c-7.408.335-13.521 6.149-14.222 13.526-.458 4.917 1.505 9.742 5.251 12.906.778.658 1.423 1.491 1.864 2.41.445.927.671 1.911.671 2.927 0 .447.105.868.281 1.25v3.721c0 1.209.722 2.247 1.755 2.721v1.1c.001 1.653 1.348 2.998 3 2.998zm4.508-3c0 .552-.449 1-1 1h-1.754-1.754c-.551 0-1-.449-1-1v-.82h2.754 2.754zm1.755-3.819c0 .551-.448 1-1 1h-3.509-3.509c-.552 0-1-.449-1-1v-2.068c.232.058.47.097.719.097h3.79 3.79c.249 0 .487-.039.719-.097zm-9.299-4.971c0-1.318-.292-2.595-.868-3.793-.563-1.171-1.385-2.233-2.376-3.071-3.247-2.742-4.948-6.926-4.551-11.191.607-6.389 5.903-11.426 12.275-11.715l.31-.01.265.009c6.417.29 11.713 5.327 12.319 11.714.398 4.267-1.303 8.451-4.55 11.193-.991.838-1.813 1.9-2.376 3.071-.576 1.198-.868 2.475-.868 3.793 0 .551-.448 1-1 1h-3.79-3.79c-.552 0-1-.449-1-1z\"><\/path><\/g><\/svg><\/span><\/h3>\n<\/div>\n\n\n\n<div class=\"oe-padding-small oe-motion oe-motion-fade-up\">\n<p class=\"gb-text\">Analyse approfondie des grands th\u00e8mes macro\u00e9conomiques, de politiques, de technologie et d\u2019investissement susceptibles de d\u00e9terminer les rendements totaux sur un horizon de 12 mois ou plus \u2014 des perspectives des march\u00e9s priv\u00e9s au r\u00f4le de l\u2019or, en passant par l\u2019\u00e9volution de la corr\u00e9lation actions-obligations.<\/p>\n\n\n\n<p class=\"gb-text\">Chaque trimestre, il pr\u00e9sente notre approche unique et fond\u00e9e sur les facteurs de risque, l\u2019Approche du portefeuille total (Total Portfolio Approach, TPA), guid\u00e9e par les r\u00e9gimes macro\u00e9conomiques pr\u00e9vus et l\u2019analyse du s\u00e9quen\u00e7age des risques.<\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"oe-card oe-background-default oe-border-outline oe-padding-remove oe-motion oe-motion-fade-up\">\n<div class=\"oe-card-title-wrapper oe-background-secondary oe-light oe-padding-small oe-motion oe-motion-fade-up oe-flex oe-gap-small oe-flex-bottom oe-flex-between\">\n<div class=\"oe-content-remove-margins oe-flex-column oe-gap-xsmall\">\n<p class=\"gb-text oe-text-xsmall oe-text-uppercase oe-text-500 oe-text-primary\">Trimestriel<\/p>\n\n\n\n<h3 class=\"gb-text oe-card-title gb-text-17d9da37\">R\u00e9partition strat\u00e9gique de l\u2019actif<\/h3>\n<\/div>\n\n\n\n<h3 class=\"oe-card-title gb-text-32162812\"><span class=\"gb-shape\"><svg id=\"fi_2910805\" enable-background=\"new 0 0 24 24\" height=\"512\" viewBox=\"0 0 24 24\" width=\"512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"m12 22c-5.514 0-10-4.486-10-10s4.486-10 10-10 10 4.486 10 10-4.486 10-10 10zm0-18.5c-4.687 0-8.5 3.813-8.5 8.5s3.813 8.5 8.5 8.5 8.5-3.813 8.5-8.5-3.813-8.5-8.5-8.5z\"><\/path><path d=\"m12 5c-.414 0-.75-.336-.75-.75v-3.5c0-.414.336-.75.75-.75s.75.336.75.75v3.5c0 .414-.336.75-.75.75z\"><\/path><path d=\"m23.25 12.75h-3.5c-.414 0-.75-.336-.75-.75s.336-.75.75-.75h3.5c.414 0 .75.336.75.75s-.336.75-.75.75z\"><\/path><path d=\"m12 24c-.414 0-.75-.336-.75-.75v-3.5c0-.414.336-.75.75-.75s.75.336.75.75v3.5c0 .414-.336.75-.75.75z\"><\/path><path d=\"m4.25 12.75h-3.5c-.414 0-.75-.336-.75-.75s.336-.75.75-.75h3.5c.414 0 .75.336.75.75s-.336.75-.75.75z\"><\/path><path d=\"m12 15c-1.654 0-3-1.346-3-3s1.346-3 3-3 3 1.346 3 3-1.346 3-3 3zm0-4.5c-.827 0-1.5.673-1.5 1.5s.673 1.5 1.5 1.5 1.5-.673 1.5-1.5-.673-1.5-1.5-1.5z\"><\/path><\/svg><\/span><\/h3>\n<\/div>\n\n\n\n<div class=\"oe-padding-small oe-motion oe-motion-fade-up\">\n<p class=\"gb-text\">Des hypoth\u00e8ses relatives aux march\u00e9s financiers (Capital Market Assumptions, CMA), fond\u00e9es sur les pr\u00e9visions macro\u00e9conomiques d\u2019Oxford Economics, constituent la pierre angulaire de notre approche ascendante.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n\n\n\n<section class=\"oe-section oe-flex oe-flex-column oe-gap-container alignfull break-out\">\n<div class=\"oe-container\">\n<div class=\"oe-gap-grid oe-motion-stagger oe-motion-trigger--late gb-element-5a3adc17\">\n<div>\n<div class=\"oe-border-outline oe-box-shadow-xsmall oe-flex oe-padding-2xsmall oe-border-rounded oe-motion oe-motion-fade-up oe-flex-column oe-content-remove-margins oe-gap-small\">\n<figure class=\"oe-width-auto\">\n<img loading=\"lazy\" decoding=\"async\" width=\"1080\" height=\"1080\" class=\"oe-border-rounded oe-aspect-ratio-1-1 gb-media-4ae726ed\" alt=\"\" src=\"https:\/\/alpinemacro.com\/wp-content\/uploads\/2026\/08\/Javier-Corominas.jpg\" title=\"Javier-Corominas\" srcset=\"https:\/\/alpinemacro.com\/wp-content\/uploads\/2026\/08\/Javier-Corominas.jpg 1080w, https:\/\/alpinemacro.com\/wp-content\/uploads\/2026\/08\/Javier-Corominas-300x300.jpg 300w, https:\/\/alpinemacro.com\/wp-content\/uploads\/2026\/08\/Javier-Corominas-1024x1024.jpg 1024w, https:\/\/alpinemacro.com\/wp-content\/uploads\/2026\/08\/Javier-Corominas-150x150.jpg 150w, https:\/\/alpinemacro.com\/wp-content\/uploads\/2026\/08\/Javier-Corominas-768x768.jpg 768w\" sizes=\"auto, (max-width: 1080px) 100vw, 1080px\" \/>\n<\/figure>\n\n\n\n<div class=\"oe-flex oe-flex-column oe-width-expand oe-content-remove-margins\">\n<div class=\"oe-content-remove-margins\">\n<p class=\"gb-text oe-text-bold oe-text-medium gb-text-e6c6b274\">Javier Corominas<\/p>\n\n\n\n<p class=\"gb-text oe-text-primary oe-text-500 oe-text-small\">Strat\u00e8ge en chef, multiactifs<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div>\n<div class=\"oe-flex-column oe-content-remove-margins oe-gap-content oe-motion-stagger oe-motion-trigger--late\">\n<h2 class=\"gb-text oe-heading oe-heading-eyebrow oe-motion oe-motion-fade-up\">DIRIG\u00c9 PAR<\/h2>\n\n\n\n<h3 class=\"gb-text oe-heading oe-text-xlarge oe-margin-auto oe-motion-fade-up oe-motion oe-text-500\">La Strat\u00e9gie multiactifs est dirig\u00e9e par Javier Corominas, strat\u00e8ge en chef, multiactifs de la firme.<\/h3>\n\n\n\n<p class=\"gb-text oe-motion oe-motion-fade-up\">Avant de se joindre \u00e0 Alpine Macro, Javier a dirig\u00e9 la strat\u00e9gie macro\u00e9conomique mondiale \u00e0 Oxford Economics, o\u00f9 il \u00e9tait responsable de la position de la firme sur la r\u00e9partition mondiale de l\u2019actif \u2014 tant strat\u00e9gique que tactique \u2014 ainsi que de la recherche en strat\u00e9gie d\u2019investissement th\u00e9matique mondiale. Auparavant, il a pass\u00e9 une d\u00e9cennie chez Record Financial Group, l\u2019un des plus importants gestionnaires multiactifs du Royaume-Uni, d\u2019abord \u00e0 titre de chef de la recherche, puis de gestionnaire de portefeuille, devises et taux.<\/p>\n\n\n\n<p class=\"gb-text oe-motion-fade-up\">Javier a amorc\u00e9 sa carri\u00e8re comme \u00e9conomiste de la zone euro \u00e0 Oxford Economics. Il a \u00e9t\u00e9 form\u00e9 \u00e0 l\u2019Universit\u00e9 de Cambridge, o\u00f9 il d\u00e9tient un baccalaur\u00e9at (B.A.) et une ma\u00eetrise (M.Phil.) en \u00e9conomie.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n\n\n\n<section class=\"oe-section oe-section-primary oe-flex oe-flex-column oe-gap-container oe-motion-stagger oe-motion-trigger--late alignfull break-out\">\n<div class=\"oe-container oe-flex-column oe-content-remove-margins oe-gap-content\">\n<h2 class=\"gb-text oe-heading oe-heading-eyebrow oe-motion oe-motion-fade-up\">Vous aimerez peut-\u00eatre aussi<\/h2>\n\n\n\n<div class=\"gb-carousel oe-flex oe-flex-column oe-gap-2xsmall oe-carousel oe-motion oe-motion-fade-up gb-carousel-3c9a7f18\" data-slides-per-view=\"3\" data-space-between=\"32px\" data-mousewheel=\"true\" data-autoplay-delay=\"5000\" data-speed=\"500\" data-grab-cursor=\"false\" data-carousel-id=\"3c9a7f18\">\n<div class=\"oe-border-rounded\"><ol class=\"gb-looper-4a7d2e91 gb-carousel-items\">\n<li class=\"gb-loop-item oe-flex oe-flex-column oe-border-rounded oe-background-trans-overlay oe-border-outline oe-card oe-gap-card oe-flex-between gb-loop-item-8f3c5b70 gb-carousel-item post-154243 page type-page status-publish\">\n<div class=\"oe-flex-column oe-content-remove-margins oe-gap-content\">\n<div class=\"oe-content-remove-margins oe-flex-column oe-gap-xsmall\">\n<div class=\"gb-text gb-text-2d9e6a14\"><\/div>\n\n\n\n<a class=\"gb-text oe-text-large oe-link-no-underline oe-text-bold\" href=\"https:\/\/alpinemacro.com\/fr\/commodity-energy-strategy\/\">Strat\u00e9gie en mati\u00e8re de mati\u00e8res premi\u00e8res et d&#8217;\u00e9nergie<\/a>\n<\/div>\n\n\n<\/div>\n\n\n\n<div>\n<a class=\"gb-text oe-button oe-button-primary\" href=\"https:\/\/alpinemacro.com\/fr\/commodity-energy-strategy\/\">Voir le service<\/a>\n<\/div>\n<\/li>\n\n<li class=\"gb-loop-item oe-flex oe-flex-column oe-border-rounded oe-background-trans-overlay oe-border-outline oe-card oe-gap-card oe-flex-between gb-loop-item-8f3c5b70 gb-carousel-item post-154276 page type-page status-publish\">\n<div class=\"oe-flex-column oe-content-remove-margins oe-gap-content\">\n<div class=\"oe-content-remove-margins oe-flex-column oe-gap-xsmall\">\n<div class=\"gb-text gb-text-2d9e6a14\"><\/div>\n\n\n\n<a class=\"gb-text oe-text-large oe-link-no-underline oe-text-bold\" href=\"https:\/\/alpinemacro.com\/fr\/innovation-themes-strategy\/\">Th\u00e8mes et strat\u00e9gie d\u2019innovation<\/a>\n<\/div>\n\n\n<\/div>\n\n\n\n<div>\n<a class=\"gb-text oe-button oe-button-primary\" href=\"https:\/\/alpinemacro.com\/fr\/innovation-themes-strategy\/\">Voir le service<\/a>\n<\/div>\n<\/li>\n\n<li class=\"gb-loop-item oe-flex oe-flex-column oe-border-rounded oe-background-trans-overlay oe-border-outline oe-card oe-gap-card oe-flex-between gb-loop-item-8f3c5b70 gb-carousel-item post-154287 page type-page status-publish\">\n<div class=\"oe-flex-column oe-content-remove-margins oe-gap-content\">\n<div class=\"oe-content-remove-margins oe-flex-column oe-gap-xsmall\">\n<div class=\"gb-text gb-text-2d9e6a14\"><\/div>\n\n\n\n<a class=\"gb-text oe-text-large oe-link-no-underline oe-text-bold\" href=\"https:\/\/alpinemacro.com\/fr\/equity-strategy\/\">Strat\u00e9gie en actions<\/a>\n<\/div>\n\n\n<\/div>\n\n\n\n<div>\n<a class=\"gb-text oe-button oe-button-primary\" href=\"https:\/\/alpinemacro.com\/fr\/equity-strategy\/\">Voir le service<\/a>\n<\/div>\n<\/li>\n\n<li class=\"gb-loop-item oe-flex oe-flex-column oe-border-rounded oe-background-trans-overlay oe-border-outline oe-card oe-gap-card oe-flex-between gb-loop-item-8f3c5b70 gb-carousel-item post-154297 page type-page status-publish\">\n<div class=\"oe-flex-column oe-content-remove-margins oe-gap-content\">\n<div class=\"oe-content-remove-margins oe-flex-column oe-gap-xsmall\">\n<div class=\"gb-text gb-text-2d9e6a14\"><\/div>\n\n\n\n<a class=\"gb-text oe-text-large oe-link-no-underline oe-text-bold\" href=\"https:\/\/alpinemacro.com\/fr\/geopolitical-strategy\/\">Strat\u00e9gie g\u00e9opolitique<\/a>\n<\/div>\n\n\n<\/div>\n\n\n\n<div>\n<a class=\"gb-text oe-button oe-button-primary\" href=\"https:\/\/alpinemacro.com\/fr\/geopolitical-strategy\/\">Voir le service<\/a>\n<\/div>\n<\/li>\n\n<li class=\"gb-loop-item oe-flex oe-flex-column oe-border-rounded oe-background-trans-overlay oe-border-outline oe-card oe-gap-card oe-flex-between gb-loop-item-8f3c5b70 gb-carousel-item post-154305 page type-page status-publish\">\n<div class=\"oe-flex-column oe-content-remove-margins oe-gap-content\">\n<div class=\"oe-content-remove-margins oe-flex-column oe-gap-xsmall\">\n<div class=\"gb-text gb-text-2d9e6a14\"><\/div>\n\n\n\n<a class=\"gb-text oe-text-large oe-link-no-underline oe-text-bold\" href=\"https:\/\/alpinemacro.com\/fr\/global-asset-allocation\/\">Service d&#8217;allocation d&#8217;actifs mondiaux<\/a>\n<\/div>\n\n\n<\/div>\n\n\n\n<div>\n<a class=\"gb-text oe-button oe-button-primary\" href=\"https:\/\/alpinemacro.com\/fr\/global-asset-allocation\/\">Voir le service<\/a>\n<\/div>\n<\/li>\n\n<li class=\"gb-loop-item oe-flex oe-flex-column oe-border-rounded oe-background-trans-overlay oe-border-outline oe-card oe-gap-card oe-flex-between gb-loop-item-8f3c5b70 gb-carousel-item post-154312 page type-page status-publish\">\n<div class=\"oe-flex-column oe-content-remove-margins oe-gap-content\">\n<div class=\"oe-content-remove-margins oe-flex-column oe-gap-xsmall\">\n<div class=\"gb-text gb-text-2d9e6a14\"><\/div>\n\n\n\n<a class=\"gb-text oe-text-large oe-link-no-underline oe-text-bold\" href=\"https:\/\/alpinemacro.com\/fr\/emerging-markets-china-strategy\/\">Strat\u00e9gie des march\u00e9s \u00e9mergents et de la Chine<\/a>\n<\/div>\n\n\n<\/div>\n\n\n\n<div>\n<a class=\"gb-text oe-button oe-button-primary\" href=\"https:\/\/alpinemacro.com\/fr\/emerging-markets-china-strategy\/\">Voir le service<\/a>\n<\/div>\n<\/li>\n\n<li class=\"gb-loop-item oe-flex oe-flex-column oe-border-rounded oe-background-trans-overlay oe-border-outline oe-card oe-gap-card oe-flex-between gb-loop-item-8f3c5b70 gb-carousel-item post-154322 page type-page status-publish\">\n<div class=\"oe-flex-column oe-content-remove-margins oe-gap-content\">\n<div class=\"oe-content-remove-margins oe-flex-column oe-gap-xsmall\">\n<div class=\"gb-text gb-text-2d9e6a14\"><\/div>\n\n\n\n<a class=\"gb-text oe-text-large oe-link-no-underline oe-text-bold\" href=\"https:\/\/alpinemacro.com\/fr\/global-fixed-income-currency-strategy\/\">Strat\u00e9gie mondiale en mati\u00e8re de devises et de titres \u00e0 revenu fixe<\/a>\n<\/div>\n\n\n<\/div>\n\n\n\n<div>\n<a class=\"gb-text oe-button oe-button-primary\" href=\"https:\/\/alpinemacro.com\/fr\/global-fixed-income-currency-strategy\/\">Voir le service<\/a>\n<\/div>\n<\/li>\n\n<li class=\"gb-loop-item oe-flex oe-flex-column oe-border-rounded oe-background-trans-overlay oe-border-outline oe-card oe-gap-card oe-flex-between gb-loop-item-8f3c5b70 gb-carousel-item post-154330 page type-page status-publish\">\n<div class=\"oe-flex-column oe-content-remove-margins oe-gap-content\">\n<div class=\"oe-content-remove-margins oe-flex-column oe-gap-xsmall\">\n<div class=\"gb-text gb-text-2d9e6a14\"><\/div>\n\n\n\n<a class=\"gb-text oe-text-large oe-link-no-underline oe-text-bold\" href=\"https:\/\/alpinemacro.com\/fr\/us-bond-strategy\/\">Strat\u00e9gie relative aux obligations am\u00e9ricaines<\/a>\n<\/div>\n\n\n<\/div>\n\n\n\n<div>\n<a class=\"gb-text oe-button oe-button-primary\" href=\"https:\/\/alpinemacro.com\/fr\/us-bond-strategy\/\">Voir le service<\/a>\n<\/div>\n<\/li>\n\n<li class=\"gb-loop-item oe-flex oe-flex-column oe-border-rounded oe-background-trans-overlay oe-border-outline oe-card oe-gap-card oe-flex-between gb-loop-item-8f3c5b70 gb-carousel-item post-154334 page type-page status-publish\">\n<div class=\"oe-flex-column oe-content-remove-margins oe-gap-content\">\n<div class=\"oe-content-remove-margins oe-flex-column oe-gap-xsmall\">\n<div class=\"gb-text gb-text-2d9e6a14\"><\/div>\n\n\n\n<a class=\"gb-text oe-text-large oe-link-no-underline oe-text-bold\" href=\"https:\/\/alpinemacro.com\/fr\/us-themes-strategy\/\">Th\u00e8mes et strat\u00e9gie pour les \u00c9tats-Unis<\/a>\n<\/div>\n\n\n<\/div>\n\n\n\n<div>\n<a class=\"gb-text oe-button oe-button-primary\" href=\"https:\/\/alpinemacro.com\/fr\/us-themes-strategy\/\">Voir le service<\/a>\n<\/div>\n<\/li>\n\n<li class=\"gb-loop-item oe-flex oe-flex-column oe-border-rounded oe-background-trans-overlay oe-border-outline oe-card oe-gap-card oe-flex-between gb-loop-item-8f3c5b70 gb-carousel-item post-154346 page type-page status-publish\">\n<div class=\"oe-flex-column oe-content-remove-margins oe-gap-content\">\n<div class=\"oe-content-remove-margins oe-flex-column oe-gap-xsmall\">\n<div class=\"gb-text gb-text-2d9e6a14\"><\/div>\n\n\n\n<a class=\"gb-text oe-text-large oe-link-no-underline oe-text-bold\" href=\"https:\/\/alpinemacro.com\/fr\/global-strategy\/\">Strat\u00e9gie mondiale<\/a>\n<\/div>\n\n\n<\/div>\n\n\n\n<div>\n<a class=\"gb-text oe-button oe-button-primary\" href=\"https:\/\/alpinemacro.com\/fr\/global-strategy\/\">Voir le service<\/a>\n<\/div>\n<\/li>\n<\/ol><\/div>\n\n\n\n<div class=\"oe-flex oe-flex-between oe-flex-middle\">\n<div class=\"gb-element-82d4f6b1\">\n<button aria-label=\"Previous slide\" class=\"gb-carousel-control oe-flex oe-flex-middle oe-flex-center oe-border-rounded gb-carousel-control-c1e7a3d9 gb-carousel-control--previous\" data-carousel-control=\"prev\"><span class=\"gb-carousel-control-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 256 256\" fill=\"currentColor\"><path d=\"M224,128a8,8,0,0,1-8,8H59.31l58.35,58.34a8,8,0,0,1-11.32,11.32l-72-72a8,8,0,0,1,0-11.32l72-72a8,8,0,0,1,11.32,11.32L59.31,120H216A8,8,0,0,1,224,128Z\"><\/path><\/svg><\/span><\/button>\n\n\n\n<button aria-label=\"Next slide\" class=\"gb-carousel-control oe-flex oe-flex-middle oe-flex-center oe-border-rounded gb-carousel-control-5f9b2c84 gb-carousel-control--next\" data-carousel-control=\"next\"><span class=\"gb-carousel-control-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 256 256\" fill=\"currentColor\"><path d=\"M221.66,133.66l-72,72a8,8,0,0,1-11.32-11.32L196.69,136H40a8,8,0,0,1,0-16H196.69L138.34,61.66a8,8,0,0,1,11.32-11.32l72,72A8,8,0,0,1,221.66,133.66Z\"><\/path><\/svg><\/span><\/button>\n<\/div>\n\n\n\n<div class=\"oe-flex oe-flex-middle\">\n<nav aria-label=\"Carousel pagination\" role=\"navigation\" class=\"gb-carousel-pagination oe-slider-dotnav gb-carousel-pagination-9e4f7b26 km-dotnav-small\" data-pagination-type=\"bullets\"><span class=\"gb-carousel-dot\" style=\"display: inline-block !important;\"><\/span><\/nav>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n\n\n\n<section class=\"oe-section oe-section-primary oe-flex oe-flex-column oe-gap-container oe-motion-stagger oe-motion-trigger--early gb-element-23933607 alignfull break-out\">\n<div class=\"oe-container\">\n<div class=\"oe-flex-column oe-gap-content-grid oe-motion oe-motion-fade-up gb-element-c3d4e5f6k\">\n<div class=\"oe-flex-column oe-heading-remove-margins oe-gap-small\">\n<h2 class=\"gb-text oe-heading oe-heading-eyebrow\">COMMEN\u00c7ONS<\/h2>\n\n\n\n<h3 class=\"gb-text oe-heading oe-text-500 oe-text-xlarge\">Commencez votre essai de <br>Strat\u00e9gie multiactifs<\/h3>\n<\/div>\n\n\n\n<div class=\"oe-content-remove-margins oe-flex-column oe-gap-content-grid\">\n<p class=\"gb-text\">Cliquez ci-dessous pour obtenir d\u00e8s maintenant un acc\u00e8s d&#8217;essai au service Alpine Macro Strat\u00e9gie multiactifs.<\/p>\n\n\n\n<div class=\"oe-flex oe-gap-small oe-flex-center\">\n<a class=\"gb-text oe-button oe-button-primary\" href=\"\/fr\/trial-access\">Commencer votre essai<\/a>\n\n\n\n<a class=\"gb-text oe-button oe-button-outline\" href=\"https:\/\/alpinemacro.com\/fr\/contact-us\/\">Parler \u00e0 l\u2019\u00e9quipe<\/a>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>The service focuses on both tactical (six &#8211; twelve months) and strategic (over five years) asset allocation across all global assets, countries and sectors. Driven by actionable, macro-inspired frameworks and quantitative multi-asset models.<\/p>\n","protected":false},"author":61,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"tags":[],"content_type":[5957],"class_list":["post-154340","page","type-page","status-publish"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v28.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Strat\u00e9gie multiactifs | Alpine Macro<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Strat\u00e9gie multiactifs\" \/>\n<meta property=\"og:description\" content=\"The service focuses on both tactical (six - twelve months) and strategic (over five years) asset allocation across all global assets, countries and sectors. Driven by actionable, macro-inspired frameworks and quantitative multi-asset models.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/alpinemacro.com\/fr\/multi-asset-strategy\/\" \/>\n<meta property=\"og:site_name\" content=\"Alpine Macro\" \/>\n<meta property=\"article:modified_time\" content=\"2026-08-26T13:20:08+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/alpinemacro.com\/wp-content\/uploads\/2026\/08\/Javier-Corominas.jpg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Dur\u00e9e de lecture estim\u00e9e\" \/>\n\t<meta name=\"twitter:data1\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/alpinemacro.com\\\/fr\\\/multi-asset-strategy\\\/\",\"url\":\"https:\\\/\\\/alpinemacro.com\\\/fr\\\/multi-asset-strategy\\\/\",\"name\":\"Strat\u00e9gie multiactifs | Alpine Macro\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/alpinemacro.com\\\/fr\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/alpinemacro.com\\\/fr\\\/multi-asset-strategy\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/alpinemacro.com\\\/fr\\\/multi-asset-strategy\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/alpinemacro.com\\\/wp-content\\\/uploads\\\/2026\\\/08\\\/Javier-Corominas.jpg\",\"datePublished\":\"2026-08-07T16:05:22+00:00\",\"dateModified\":\"2026-08-26T13:20:08+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/alpinemacro.com\\\/fr\\\/multi-asset-strategy\\\/#breadcrumb\"},\"inLanguage\":\"fr-FR\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/alpinemacro.com\\\/fr\\\/multi-asset-strategy\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"fr-FR\",\"@id\":\"https:\\\/\\\/alpinemacro.com\\\/fr\\\/multi-asset-strategy\\\/#primaryimage\",\"url\":\"https:\\\/\\\/alpinemacro.com\\\/wp-content\\\/uploads\\\/2026\\\/08\\\/Javier-Corominas.jpg\",\"contentUrl\":\"https:\\\/\\\/alpinemacro.com\\\/wp-content\\\/uploads\\\/2026\\\/08\\\/Javier-Corominas.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/alpinemacro.com\\\/fr\\\/multi-asset-strategy\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/alpinemacro.com\\\/fr\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Strat\u00e9gie multiactifs\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/alpinemacro.com\\\/fr\\\/#website\",\"url\":\"https:\\\/\\\/alpinemacro.com\\\/fr\\\/\",\"name\":\"Alpine Macro\",\"description\":\"Independent Investment Research | A Unique Mind On The Markets\",\"publisher\":{\"@id\":\"https:\\\/\\\/alpinemacro.com\\\/fr\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/alpinemacro.com\\\/fr\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"fr-FR\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/alpinemacro.com\\\/fr\\\/#organization\",\"name\":\"Oxford Economics\",\"url\":\"https:\\\/\\\/alpinemacro.com\\\/fr\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"fr-FR\",\"@id\":\"https:\\\/\\\/alpinemacro.com\\\/fr\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/www.oxfordeconomics.com\\\/wp-content\\\/uploads\\\/2021\\\/11\\\/oxford-economics-logo.png\",\"contentUrl\":\"https:\\\/\\\/www.oxfordeconomics.com\\\/wp-content\\\/uploads\\\/2021\\\/11\\\/oxford-economics-logo.png\",\"width\":1205,\"height\":272,\"caption\":\"Oxford Economics\"},\"image\":{\"@id\":\"https:\\\/\\\/alpinemacro.com\\\/fr\\\/#\\\/schema\\\/logo\\\/image\\\/\"}}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Strat\u00e9gie multiactifs | Alpine Macro","robots":{"index":"noindex","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"og_locale":"fr_FR","og_type":"article","og_title":"Strat\u00e9gie multiactifs","og_description":"The service focuses on both tactical (six - twelve months) and strategic (over five years) asset allocation across all global assets, countries and sectors. Driven by actionable, macro-inspired frameworks and quantitative multi-asset models.","og_url":"https:\/\/alpinemacro.com\/fr\/multi-asset-strategy\/","og_site_name":"Alpine Macro","article_modified_time":"2026-08-26T13:20:08+00:00","og_image":[{"url":"https:\/\/alpinemacro.com\/wp-content\/uploads\/2026\/08\/Javier-Corominas.jpg","type":"","width":"","height":""}],"twitter_card":"summary_large_image","twitter_misc":{"Dur\u00e9e de lecture estim\u00e9e":"5 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/alpinemacro.com\/fr\/multi-asset-strategy\/","url":"https:\/\/alpinemacro.com\/fr\/multi-asset-strategy\/","name":"Strat\u00e9gie multiactifs | Alpine Macro","isPartOf":{"@id":"https:\/\/alpinemacro.com\/fr\/#website"},"primaryImageOfPage":{"@id":"https:\/\/alpinemacro.com\/fr\/multi-asset-strategy\/#primaryimage"},"image":{"@id":"https:\/\/alpinemacro.com\/fr\/multi-asset-strategy\/#primaryimage"},"thumbnailUrl":"https:\/\/alpinemacro.com\/wp-content\/uploads\/2026\/08\/Javier-Corominas.jpg","datePublished":"2026-08-07T16:05:22+00:00","dateModified":"2026-08-26T13:20:08+00:00","breadcrumb":{"@id":"https:\/\/alpinemacro.com\/fr\/multi-asset-strategy\/#breadcrumb"},"inLanguage":"fr-FR","potentialAction":[{"@type":"ReadAction","target":["https:\/\/alpinemacro.com\/fr\/multi-asset-strategy\/"]}]},{"@type":"ImageObject","inLanguage":"fr-FR","@id":"https:\/\/alpinemacro.com\/fr\/multi-asset-strategy\/#primaryimage","url":"https:\/\/alpinemacro.com\/wp-content\/uploads\/2026\/08\/Javier-Corominas.jpg","contentUrl":"https:\/\/alpinemacro.com\/wp-content\/uploads\/2026\/08\/Javier-Corominas.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/alpinemacro.com\/fr\/multi-asset-strategy\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/alpinemacro.com\/fr\/"},{"@type":"ListItem","position":2,"name":"Strat\u00e9gie multiactifs"}]},{"@type":"WebSite","@id":"https:\/\/alpinemacro.com\/fr\/#website","url":"https:\/\/alpinemacro.com\/fr\/","name":"Alpine Macro","description":"Independent Investment Research | A Unique Mind On The Markets","publisher":{"@id":"https:\/\/alpinemacro.com\/fr\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/alpinemacro.com\/fr\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"fr-FR"},{"@type":"Organization","@id":"https:\/\/alpinemacro.com\/fr\/#organization","name":"Oxford Economics","url":"https:\/\/alpinemacro.com\/fr\/","logo":{"@type":"ImageObject","inLanguage":"fr-FR","@id":"https:\/\/alpinemacro.com\/fr\/#\/schema\/logo\/image\/","url":"https:\/\/www.oxfordeconomics.com\/wp-content\/uploads\/2021\/11\/oxford-economics-logo.png","contentUrl":"https:\/\/www.oxfordeconomics.com\/wp-content\/uploads\/2021\/11\/oxford-economics-logo.png","width":1205,"height":272,"caption":"Oxford Economics"},"image":{"@id":"https:\/\/alpinemacro.com\/fr\/#\/schema\/logo\/image\/"}}]}},"_links":{"self":[{"href":"https:\/\/alpinemacro.com\/fr\/wp-json\/wp\/v2\/pages\/154340","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alpinemacro.com\/fr\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/alpinemacro.com\/fr\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/alpinemacro.com\/fr\/wp-json\/wp\/v2\/users\/61"}],"replies":[{"embeddable":true,"href":"https:\/\/alpinemacro.com\/fr\/wp-json\/wp\/v2\/comments?post=154340"}],"version-history":[{"count":3,"href":"https:\/\/alpinemacro.com\/fr\/wp-json\/wp\/v2\/pages\/154340\/revisions"}],"predecessor-version":[{"id":154404,"href":"https:\/\/alpinemacro.com\/fr\/wp-json\/wp\/v2\/pages\/154340\/revisions\/154404"}],"wp:attachment":[{"href":"https:\/\/alpinemacro.com\/fr\/wp-json\/wp\/v2\/media?parent=154340"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/alpinemacro.com\/fr\/wp-json\/wp\/v2\/tags?post=154340"},{"taxonomy":"content_type","embeddable":true,"href":"https:\/\/alpinemacro.com\/fr\/wp-json\/wp\/v2\/content_type?post=154340"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}