{"id":53377,"date":"2025-08-04T18:00:38","date_gmt":"2025-08-04T18:00:38","guid":{"rendered":"https:\/\/www.inovestor.com\/?p=53377"},"modified":"2025-08-04T18:00:38","modified_gmt":"2025-08-04T18:00:38","slug":"commentaire-du-gestionnaire-de-portefeuille-en-aout-pour-les-resultats-du-mois-de-juillet-2","status":"publish","type":"post","link":"https:\/\/www.inovestor.com\/fr-ca\/2025\/08\/commentaire-du-gestionnaire-de-portefeuille-en-aout-pour-les-resultats-du-mois-de-juillet-2\/","title":{"rendered":"Commentaire du gestionnaire de portefeuille en ao\u00fbt pour les r\u00e9sultats du mois de juillet"},"content":{"rendered":"<p>En juillet, le S&amp;P\/TSX a progress\u00e9 de 1,7 %, le S&amp;P 500 a affich\u00e9 une croissance l\u00e9g\u00e8rement sup\u00e9rieure de 2,2 %, tandis que le MSCI ACWI hors \u00c9tats-Unis a recul\u00e9 de 0,3 %.<\/p>\n<p>\u00c0 la fin de la p\u00e9riode de 12 mois se terminant le 31 juillet, le S&amp;P\/TSX a \u00e9t\u00e9 le plus performant avec une hausse de 21,4 %, suivi du S&amp;P 500 qui a affich\u00e9 une croissance d\u2019environ 16,3 %, tandis que le MSCI ACWI hors \u00c9tats-Unis a progress\u00e9 de 15,4 %.<\/p>\n<p>En juillet, le NQICAT a enregistr\u00e9 une l\u00e9g\u00e8re hausse de 0,4 %, tandis qu\u2019il a progress\u00e9 de 3,5 % sur une base annuelle.<\/p>\n<p>Les meilleurs secteurs du TSX pour le mois de juillet ont \u00e9t\u00e9 les t\u00e9l\u00e9communications en hausse de 5 %, les technologies de l\u2019information en hausse de 4,5 % et la consommation discr\u00e9tionnaire en hausse de 3,9 %.<\/p>\n<p>Les secteurs les moins performants ont \u00e9t\u00e9 la sant\u00e9, en baisse de 6,6 %, la consommation de base, en baisse de 0,5 %, et les mat\u00e9riaux, qui sont rest\u00e9s stables.<\/p>\n<p>Les meilleures performances mensuelles du NQICAT ont \u00e9t\u00e9 r\u00e9alis\u00e9es par First National Financial Corp en hausse de 17,8 %, goeasy en hausse de 9,9 % et Imperial Oil en hausse de 7,5 %. \u00c0 l\u2019inverse, les plus faibles contributeurs ont \u00e9t\u00e9 Tourmaline Oil Corp en baisse de 10,2 %, Intact Financial Corporation en baisse de 9,6 % et Canadian National Railways Co en baisse de 8,8 %. <\/p>\n<p>Trois titres ont \u00e9t\u00e9 achet\u00e9s et vendus dans la strat\u00e9gie le mois dernier. Vous pouvez en lire davantage ici : <a href=\"https:\/\/www.inovestor.com\/en-ca\/2025\/08\/stockpointer-canada-portfolio-transactions-july-2025\/\">StockPointer\u00ae Canada Portfolio Transactions \u2013 Juillet 2025<\/a> <\/p>\n","protected":false},"excerpt":{"rendered":"<p>En juillet, le S&amp;P\/TSX a progress\u00e9 de 1,7 %, le S&amp;P 500 a affich\u00e9 une croissance l\u00e9g\u00e8rement sup\u00e9rieure de 2,2 %, tandis que le MSCI ACWI hors \u00c9tats-Unis a recul\u00e9 de 0,3 %. \u00c0 la fin de la p\u00e9riode de 12 mois se terminant le 31 juillet, le S&amp;P\/TSX a \u00e9t\u00e9 le plus performant avec [&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-53377","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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