{"id":889,"date":"2026-08-21T09:29:44","date_gmt":"2026-08-21T09:29:44","guid":{"rendered":"https:\/\/www.rotharia.com\/uncategorized\/european-equities-are-giving-global-portfolios-a-reason-to-rebalance\/"},"modified":"2026-08-21T09:29:44","modified_gmt":"2026-08-21T09:29:44","slug":"les-actions-europeennes-incitent-les-portefeuilles-internationaux-a-se-reequilibrer","status":"publish","type":"post","link":"https:\/\/www.rotharia.com\/fr\/private-capital\/private-equity\/european-equities-are-giving-global-portfolios-a-reason-to-rebalance\/","title":{"rendered":"Les actions europ\u00e9ennes incitent les portefeuilles internationaux \u00e0 se r\u00e9\u00e9quilibrer"},"content":{"rendered":"<figure class=\"wp-block-image size-large\">\n<img loading=\"lazy\" decoding=\"async\" width=\"1080\" height=\"720\" src=\"https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/08\/rotharia_image_20260821_776b41.jpg\" alt=\"\" class=\"wp-image-888\" srcset=\"https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/08\/rotharia_image_20260821_776b41.jpg 1080w, https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/08\/rotharia_image_20260821_776b41-300x200.jpg 300w, https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/08\/rotharia_image_20260821_776b41-1024x683.jpg 1024w, https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/08\/rotharia_image_20260821_776b41-768x512.jpg 768w, https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/08\/rotharia_image_20260821_776b41-18x12.jpg 18w\" sizes=\"auto, (max-width: 1080px) 100vw, 1080px\" \/>\n<figcaption><em>Photo de Kelly Sikkema (@kellysikkema) sur Unsplash<\/em><\/figcaption>\n<\/figure>\n\n\n<style>body.single-post .cm-featured-image { display: none !important; }<\/style>\n\n\n\n    <meta charset=\"UTF-8\">\n    <title>Les actions europ\u00e9ennes incitent les portefeuilles internationaux \u00e0 se r\u00e9\u00e9quilibrer<\/title><p data-start=\"45539\" data-end=\"45918\" class=\"PDq2pG_selectionAnchorContainer\">Pendant des ann\u00e9es, la diversification internationale a mis \u00e0 rude \u00e9preuve la patience des investisseurs, car les actions am\u00e9ricaines ont, \u00e0 maintes reprises, g\u00e9n\u00e9r\u00e9 des rendements sup\u00e9rieurs \u00e0 ceux de la plupart des march\u00e9s d\u00e9velopp\u00e9s. Le leadership technologique, la rentabilit\u00e9 exceptionnelle des entreprises et la profondeur des march\u00e9s de capitaux ont r\u00e9compens\u00e9 les portefeuilles qui ont permis aux \u00c9tats-Unis de renforcer leur position dominante, tandis que les tentatives de r\u00e9\u00e9quilibrage en faveur de l'Europe semblaient souvent pr\u00e9matur\u00e9es.<span aria-hidden=\"true\" class=\"PDq2pG_selectionAnchor\"><\/span><\/p>\n<p data-start=\"45920\" data-end=\"46304\">Les actions europ\u00e9ennes semblent plus attractives en 2026, car la r\u00e9gion allie une am\u00e9lioration des performances des entreprises \u00e0 des valorisations qui restent inf\u00e9rieures \u00e0 celles du march\u00e9 am\u00e9ricain. L'opportunit\u00e9 ne r\u00e9side pas tant dans la pr\u00e9vision que l'Europe remplacera d\u00e9finitivement les \u00c9tats-Unis en tant que moteur des march\u00e9s boursiers mondiaux, mais plut\u00f4t dans la prise de conscience de l'impact qu'ont eu des ann\u00e9es de rendements divergents sur la r\u00e9partition des poids dans les portefeuilles.<\/p>\n<p data-start=\"46306\" data-end=\"46504\">Une famille qui avait initialement opt\u00e9 pour une allocation d'actifs diversifi\u00e9e \u00e0 l'\u00e9chelle mondiale peut aujourd'hui d\u00e9tenir une exposition aux actions am\u00e9ricaines nettement plus importante que ne le pr\u00e9voyait initialement sa politique d'investissement, simplement parce que ces actifs ont pris de la valeur plus rapidement.<\/p>\n<h2 data-section-id=\"hxrsdh\" data-start=\"46506\" data-end=\"46547\">L'Europe pr\u00e9sente une composition diff\u00e9rente des b\u00e9n\u00e9fices<\/h2>\n<p data-start=\"46549\" data-end=\"46706\">La comparaison entre les r\u00e9gions est souvent pr\u00e9sent\u00e9e comme opposant la technologie am\u00e9ricaine \u00e0 la valeur europ\u00e9enne, ce qui r\u00e9duit \u00e0 une simplification une diff\u00e9rence bien plus int\u00e9ressante concernant l'exposition sectorielle.<\/p>\n<p data-start=\"46708\" data-end=\"46921\">Les indices europ\u00e9ens accordent une plus grande pond\u00e9ration aux secteurs financier, industriel, de l'\u00e9nergie, de la sant\u00e9 et de la consommation, tandis que le march\u00e9 am\u00e9ricain est nettement plus expos\u00e9 aux plus grandes entreprises technologiques.<\/p>\n<p data-start=\"46923\" data-end=\"47209\">Cette composition signifie que les deux r\u00e9gions peuvent r\u00e9agir diff\u00e9remment face \u00e0 un m\u00eame contexte \u00e9conomique. L'augmentation des investissements dans les infrastructures et la d\u00e9fense peut soutenir les entreprises industrielles europ\u00e9ennes, tandis que la hausse des taux d'int\u00e9r\u00eat peut avoir des r\u00e9percussions diff\u00e9rentes sur les banques et sur les entreprises technologiques dont les actions sont tr\u00e8s bien valoris\u00e9es.<\/p>\n<p data-start=\"47211\" data-end=\"47372\">Dans le cas d'un portefeuille multi-actifs, cette diff\u00e9rence permet une diversification \u00e0 la source des revenus, plut\u00f4t que de se limiter \u00e0 changer le pays indiqu\u00e9 \u00e0 c\u00f4t\u00e9 d'un titre.<\/p>\n<h2 data-section-id=\"1rm4ztg\" data-start=\"47374\" data-end=\"47428\">L'\u00e9valuation fournit une marge plut\u00f4t qu'une pr\u00e9vision<\/h2>\n<p data-start=\"47430\" data-end=\"47590\">Les actions europ\u00e9ennes se n\u00e9gocient depuis longtemps avec des d\u00e9cotes importantes par rapport \u00e0 leurs homologues am\u00e9ricaines, et les march\u00e9s bon march\u00e9 peuvent le rester lorsque les r\u00e9sultats d\u00e9\u00e7oivent.<\/p>\n<p data-start=\"47592\" data-end=\"47804\">La situation s'am\u00e9liore lorsque des valorisations plus faibles co\u00efncident avec des b\u00e9n\u00e9fices plus solides et des perspectives \u00e9conomiques plus favorables. Les investisseurs paient alors moins cher pour des b\u00e9n\u00e9fices qui ne se d\u00e9t\u00e9riorent plus par rapport au reste du monde d\u00e9velopp\u00e9.<\/p>\n<p data-start=\"47806\" data-end=\"48011\">Les investisseurs institutionnels devraient toutefois \u00e9viter de consid\u00e9rer l'\u00e9cart de valorisation comme un ph\u00e9nom\u00e8ne qui doit n\u00e9cessairement \u00eatre combl\u00e9 int\u00e9gralement. Les entreprises am\u00e9ricaines peuvent en effet m\u00e9riter des multiples plus \u00e9lev\u00e9s en raison de leur rentabilit\u00e9, de leur croissance et de la composition de leur secteur.<\/p>\n<p data-start=\"48013\" data-end=\"48195\">Une allocation europ\u00e9enne peut fonctionner sans n\u00e9cessiter des valorisations identiques. Elle doit g\u00e9n\u00e9rer des rendements suffisamment \u00e9lev\u00e9s pour justifier la d\u00e9tention de ces actifs en compl\u00e9ment, et non en remplacement, des actions am\u00e9ricaines.<\/p>\n<h2 data-section-id=\"5vieyh\" data-start=\"48197\" data-end=\"48225\">Le taux de change peut \u00eatre un atout ou un frein<\/h2>\n<p data-start=\"48227\" data-end=\"48490\">Les familles internationales doivent \u00e9galement d\u00e9terminer le niveau d'exposition aux devises qu'elles souhaitent. Une famille dont les d\u00e9penses sont libell\u00e9es en euros a d\u00e9j\u00e0 des engagements financiers importants en Europe et peut consid\u00e9rer les actifs libell\u00e9s en euros diff\u00e9remment d'un investisseur dont les d\u00e9penses sont libell\u00e9es en dollars et qui cherche \u00e0 diversifier son portefeuille \u00e0 l'\u00e9tranger.<\/p>\n<p data-start=\"48492\" data-end=\"48726\">Les fluctuations des devises peuvent amplifier les rendements boursiers sur des p\u00e9riodes plus courtes. Une hausse des march\u00e9s europ\u00e9ens accompagn\u00e9e d\u2019un renforcement de l\u2019euro profite \u00e0 un investisseur en dollars non couvert, tandis qu\u2019une \u00e9volution inverse des devises peut effacer une partie de la performance boursi\u00e8re.<\/p>\n<p data-start=\"48728\" data-end=\"48878\">La couverture peut r\u00e9duire cette volatilit\u00e9, m\u00eame si elle supprime \u00e9galement une source de diversification et entra\u00eene un co\u00fbt qui d\u00e9pend des \u00e9carts de taux d'int\u00e9r\u00eat.<\/p>\n<p data-start=\"48880\" data-end=\"48994\">La d\u00e9cision \u00e0 prendre d\u00e9pend donc davantage des engagements financiers de la famille que d\u2019une pr\u00e9vision mon\u00e9taire \u00e0 court terme.<\/p>\n<h2 data-section-id=\"10qpyv6\" data-start=\"48996\" data-end=\"49047\">Il est plus facile de se recentrer avant que la concentration ne devienne p\u00e9nible<\/h2>\n<p data-start=\"49049\" data-end=\"49326\">Les familles ont souvent tendance \u00e0 tol\u00e9rer une concentration de leur portefeuille tant que la valeur de l'actif concern\u00e9 continue de grimper, car vendre un placement performant leur semble \u00eatre une mesure de prudence inutile. Cette m\u00eame position peut alors appara\u00eetre comme manifestement excessive apr\u00e8s une correction, moment o\u00f9 le r\u00e9\u00e9quilibrage du portefeuille devient plus difficile, tant sur le plan \u00e9motionnel que financier.<\/p>\n<p data-start=\"49328\" data-end=\"49568\">Une approche fond\u00e9e sur des principes \u00e9vite de devoir adopter une vision radicale du march\u00e9. Si les actions am\u00e9ricaines ont d\u00e9pass\u00e9 de mani\u00e8re significative la fourchette vis\u00e9e par la famille, les perspectives plus favorables ailleurs offrent l'occasion de r\u00e9tablir l'\u00e9quilibre tant que les march\u00e9s restent favorables.<\/p>\n<p data-start=\"49570\" data-end=\"49720\">Les liquidit\u00e9s peuvent \u00eatre progressivement r\u00e9investies dans des actions europ\u00e9ennes, des titres \u00e0 revenu fixe ou d'autres actifs sous-pond\u00e9r\u00e9s, plut\u00f4t que de d\u00e9pendre d'une seule d\u00e9cision tactique majeure.<\/p>\n<p data-start=\"49722\" data-end=\"49991\">Il convient de prendre en compte les cons\u00e9quences fiscales dans le calcul, en particulier lorsque la vente de titres ayant pris de la valeur entra\u00eene des obligations fiscales importantes. Les familles peuvent parfois r\u00e9\u00e9quilibrer leur portefeuille gr\u00e2ce \u00e0 de nouveaux flux de tr\u00e9sorerie, \u00e0 des distributions ou \u00e0 des dons caritatifs, plut\u00f4t que de r\u00e9aliser directement toutes les plus-values.<\/p>\n<h2 data-section-id=\"1yhdz17\" data-start=\"49993\" data-end=\"50036\">La diversification est indispensable pour perdurer apr\u00e8s le succ\u00e8s<\/h2>\n<p data-start=\"50038\" data-end=\"50284\">La difficult\u00e9 de la diversification r\u00e9side rarement dans le fait d'acheter plusieurs <a href=\"https:\/\/www.rotharia.com\/fr\/categorie\/gestion-de-patrimoine\/\">cat\u00e9gories d'actifs<\/a> au d\u00e9but. Il s'agit de conserver la r\u00e9partition initiale alors que l'un d'entre eux a enregistr\u00e9 de si bons r\u00e9sultats que toute r\u00e9duction donne l'impression de vendre le meilleur actif pour en acheter un de moindre qualit\u00e9.<\/p>\n<p data-start=\"50286\" data-end=\"50476\">Les actions am\u00e9ricaines ont justifi\u00e9 leur pond\u00e9ration accrue dans le portefeuille gr\u00e2ce \u00e0 leurs performances exceptionnelles. Ce pass\u00e9 ne signifie pas pour autant que les familles doivent partir du principe que cette concentration restera appropri\u00e9e ind\u00e9finiment.<\/p>\n<p data-start=\"50478\" data-end=\"50716\">Les meilleurs r\u00e9sultats attendus en Europe en 2026 constituent une occasion propice pour revoir la r\u00e9partition des actifs, car les investisseurs peuvent r\u00e9\u00e9quilibrer leur portefeuille en faveur d\u2019une r\u00e9gion dont les fondamentaux s\u2019am\u00e9liorent, plut\u00f4t que d\u2019augmenter leur exposition \u00e0 un actif simplement parce que la strat\u00e9gie indique qu\u2019il est sous-pond\u00e9r\u00e9.<\/p>\n<p data-start=\"50718\" data-end=\"50865\" data-is-last-node=\"\" data-is-only-node=\"\">L'investissement multi-actifs donne les meilleurs r\u00e9sultats lorsque la diversification reste une discipline \u00e0 part enti\u00e8re, plut\u00f4t qu'une simple description de la composition du portefeuille il y a plusieurs ann\u00e9es.<\/p>","protected":false},"excerpt":{"rendered":"<p>Alors que les march\u00e9s mondiaux font face \u00e0 des incertitudes \u00e9conomiques, les actions europ\u00e9ennes offrent des arguments convaincants en faveur d'un r\u00e9\u00e9quilibrage des portefeuilles. Cet article examine l'\u00e9volution du contexte et les principaux facteurs \u00e0 l'origine de cette tendance.<\/p>","protected":false},"author":2,"featured_media":888,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"colormag_page_container_layout":"default_layout","colormag_page_sidebar_layout":"default_layout","footnotes":""},"categories":[21],"tags":[],"class_list":["post-889","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-private-equity"],"magazineBlocksPostFeaturedMedia":{"thumbnail":"https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/08\/rotharia_image_20260821_776b41-150x150.jpg","medium":"https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/08\/rotharia_image_20260821_776b41-300x200.jpg","medium_large":"https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/08\/rotharia_image_20260821_776b41-768x512.jpg","large":"https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/08\/rotharia_image_20260821_776b41-1024x683.jpg","1536x1536":"https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/08\/rotharia_image_20260821_776b41.jpg","2048x2048":"https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/08\/rotharia_image_20260821_776b41.jpg","trp-custom-language-flag":"https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/08\/rotharia_image_20260821_776b41-18x12.jpg","colormag-highlighted-post":"https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/08\/rotharia_image_20260821_776b41-392x272.jpg","colormag-featured-post-medium":"https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/08\/rotharia_image_20260821_776b41-390x205.jpg","colormag-featured-post-small":"https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/08\/rotharia_image_20260821_776b41-130x90.jpg","colormag-featured-image":"https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/08\/rotharia_image_20260821_776b41-800x445.jpg","colormag-default-news":"https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/08\/rotharia_image_20260821_776b41-150x150.jpg","colormag-featured-image-large":"https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/08\/rotharia_image_20260821_776b41-1080x600.jpg"},"magazineBlocksPostAuthor":{"name":"William","avatar":"https:\/\/secure.gravatar.com\/avatar\/82207cc30d613dea4e5fc4ce5dad6b48bc98e8cde6e3910b0adcb2b12199eab1?s=96&d=mm&r=g"},"magazineBlocksPostCommentsNumber":false,"magazineBlocksPostExcerpt":"As global markets navigate economic uncertainties, European equities present compelling reasons for portfolio realignment. This article explores the evolving landscape and key drivers behind this trend.","magazineBlocksPostCategories":["Private Equity"],"magazineBlocksPostViewCount":256,"magazineBlocksPostReadTime":4,"magazine_blocks_featured_image_url":{"full":["https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/08\/rotharia_image_20260821_776b41.jpg",1080,720,false],"medium":["https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/08\/rotharia_image_20260821_776b41-300x200.jpg",300,200,true],"thumbnail":["https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/08\/rotharia_image_20260821_776b41-150x150.jpg",150,150,true]},"magazine_blocks_author":{"display_name":"William","author_link":"https:\/\/www.rotharia.com\/fr\/author\/william\/"},"magazine_blocks_comment":0,"magazine_blocks_author_image":"https:\/\/secure.gravatar.com\/avatar\/82207cc30d613dea4e5fc4ce5dad6b48bc98e8cde6e3910b0adcb2b12199eab1?s=96&d=mm&r=g","magazine_blocks_category":"<a href=\"#\" class=\"category-link category-link-21\">Private Equity<\/a>","videoUrl":"","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>European Equities Are Giving Global Portfolios A Reason To Rebalance<\/title>\n<meta name=\"description\" content=\"As global markets navigate economic uncertainties, European equities present compelling reasons for portfolio realignment. 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