{"id":52099,"date":"2024-07-03T15:40:55","date_gmt":"2024-07-03T15:40:55","guid":{"rendered":"https:\/\/www.inovestor.com\/2024\/07\/commentaire-du-gestionnaire-de-portefeuille-en-juillet-sur-les-resultats-du-deuxieme-trimestre\/"},"modified":"2024-07-03T15:42:21","modified_gmt":"2024-07-03T15:42:21","slug":"commentaire-du-gestionnaire-de-portefeuille-en-juillet-sur-les-resultats-du-deuxieme-trimestre","status":"publish","type":"post","link":"https:\/\/www.inovestor.com\/fr-ca\/2024\/07\/commentaire-du-gestionnaire-de-portefeuille-en-juillet-sur-les-resultats-du-deuxieme-trimestre\/","title":{"rendered":"Commentaire du gestionnaire de portefeuille en juillet sur les r\u00e9sultats du deuxi\u00e8me trimestre"},"content":{"rendered":"<p>Au deuxi\u00e8me trimestre 2024, le S&amp;P\/TSX a baiss\u00e9 de 0,5 %, le S&amp;P 500 et le MCSI ACWI ex USA ont augment\u00e9 de 4,3 % et 1,3 % respectivement.<\/p>\n<p>\u00c0 la fin de la p\u00e9riode de 12 mois se terminant le 28 juin, le S&amp;P\/TSX a augment\u00e9 de 12,1 %, le S&amp;P 500 a enregistr\u00e9 la meilleure performance et a progress\u00e9 de 24,6 %, tandis que le MSCI ACWI ex USA a augment\u00e9 de 12,2 %.<\/p>\n<p>Les performances trimestrielles du NQICAT ont augment\u00e9 de 1,3 %, tandis qu&rsquo;elles ont progress\u00e9 de 21,8 % sur une base annuelle.<\/p>\n<p>Les meilleurs secteurs du TSX pour le deuxi\u00e8me trimestre ont \u00e9t\u00e9 les mat\u00e9riaux, en hausse de 7,4 %, les biens de consommation de base, en hausse de 5,8 %, et l&rsquo;\u00e9nergie, en hausse de 0,4 %.<\/p>\n<p>Les secteurs les moins performants ont \u00e9t\u00e9 la sant\u00e9 (-14,7 %), les technologies de l&rsquo;information (-3,8 %) et l&rsquo;industrie (-3,6 %).<\/p>\n<p>Les meilleures performances trimestrielles de NQICAT ont \u00e9t\u00e9 celles de goeasy Ltd, en hausse de 24,4 %, de Dollarama Inc., en hausse de 21,1 %, et de Stella Jones Inc., en hausse de 13,7 %.<\/p>\n<p>\u00c0 l&rsquo;oppos\u00e9, les contributeurs les plus faibles ont \u00e9t\u00e9 Brookfield Infrastructure Partner L.P., en baisse de 11,2 %, Restaurant Brand International Inc, en baisse de 9,7 %, et Canadian Pacific Kansas City, en baisse de 9,6 %.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Au deuxi\u00e8me trimestre 2024, le S&amp;P\/TSX a baiss\u00e9 de 0,5 %, le S&amp;P 500 et le MCSI ACWI ex USA ont augment\u00e9 de 4,3 % et 1,3 % respectivement. \u00c0 la fin de la p\u00e9riode de 12 mois se terminant le 28 juin, le S&amp;P\/TSX a augment\u00e9 de 12,1 %, le S&amp;P 500 a enregistr\u00e9 [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[781],"tags":[],"class_list":["post-52099","post","type-post","status-publish","format-standard","hentry","category-portefeuilles-modeles"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.3 (Yoast SEO v27.1.1) - 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