Focus on the second quarter of 2025 – Patrimoine 24

04 July 2025

Stéphane Levy, Strategist and Head of Innovation at Chahine Capital, analyses trends for the second quarter of 2025. He presents the evolution of small and mid caps, examines the dynamics of the dollar and questions the weight of the United States in portfolios. Discover the strategic positioning of the asset manager’s funds in the face of these market changes.

 

To listen to the podcast (in French), visit the Patrimoine 24 website.