why managers continue to bet on Wall Street

Faced with the threats looming over European markets, investors are looking for new horizons. For 2025, managers are turning to other major markets and particularly to the New York Stock Exchange. For financiers, the return of Donald Trump to the White House opens a new era of pro-business policy, as evidenced by the excellent form of Wall Street since the announcement of his victory on November 5: the Nasdaq is sold more than 8% and the Standard & Poor’s 500 a little more than 5%. Since the beginning of January, American markets have climbed around 30%. « Donald Trump’s promises to cut taxes and deregulate entire sectors of the economy have given new momentum to US stocks »explains Kevin Thozet, member of the Carmignac investment committee.

One of the symbols of this optimism since the election of Donald Trump is the spectacular rise of bitcoin. The most famous…