{"id":139170,"date":"2025-04-15T15:07:17","date_gmt":"2025-04-15T13:07:17","guid":{"rendered":"https:\/\/geab.eu\/investissement-naviguer-dans-les-transitions-systemiques\/"},"modified":"2025-04-16T17:25:30","modified_gmt":"2025-04-16T15:25:30","slug":"investment-navigating-systemic-transitions","status":"publish","type":"post","link":"https:\/\/geab.eu\/en\/investment-navigating-systemic-transitions\/","title":{"rendered":"Investment: Navigating systemic transitions"},"content":{"rendered":"<p class=\"GEAB\"><span lang=\"EN-GB\">As in every stock market crisis, stocks will change hands. Insofar as the crisis is largely provoked, it is likely that state structures &#8211; starting with the United States &#8211; will take advantage of it to regain control of part of the economy. We propose a series of recommendations that take account of three predicates: fiscal uncertainty, the rise of state capitalism and the current geo-economic fragmentation.<\/span><\/p>\n<p class=\"GEAB\"><b><span lang=\"EN-GB\">State capitalism &#8211; Betting on sovereign champions<\/span><\/b><\/p>\n<p class=\"GEAB\"><span lang=\"EN-GB\">At a time when governments are strengthening their economic role by buying up or influencing key sectors (energy, telecoms, semiconductors, sovereign <i>cloud<\/i>, cybersecurity, data centres, 5G networks), certain companies deemed strategic may benefit from implicit or explicit support. Investing in these sectors, especially when they are temporarily undervalued in times of crisis, can offer good leverage to returns over the medium term. This type of asset can also benefit from greater protection against the vagaries of the market, as it is seen as essential to national sovereignty. \t\t<div class=\"oct_article_subscribe \">\n\t\t\t<div class=\"oct_article_content_suscribe\">\n\t\t\t\t<div class=\"oct_article_content_suscribe__button \">\n\t\t\t\t\t<div class=\"oct_btn oct_btn_orange_inverse\">\n\t\t\t\t\t\t<a href=\"https:\/\/geab.eu\/abonnement\/\">To read the full article, register now<\/a>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"oct_article_content_suscribe__button\">\n\t\t\t\t\t\t<div class=\"oct_btn oct_btn_orange\">\n\t\t\t\t\t\t\t<a href=\"#\" id=\"oct_suscribe_compte_login_modal_popup\">Already a subscriber? Sign in<\/a>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div id=\"oct_suscribe_compte_login_modal\">\n\t\t\t\t\t\t<div class=\"oct_suscribe_compte_login_modal_container\">\n\t\t\t\t\t\t\t<div id=\"oct_suscribe_compte_login_modal_close\"><\/div>\n\t\t\t\t\t\t\t<div id=\"oct_suscribe_compte_login\">\n\t\t\t\t\t\t\t\t<div class=\"woocommerce-notices-wrapper\"><\/div>\n\n\t\t<h2>Login<\/h2>\n\n\t\t<form class=\"woocommerce-form woocommerce-form-login login\" method=\"post\">\n\n\t\t\t\n\t\t\t<p class=\"woocommerce-form-row woocommerce-form-row--wide form-row form-row-wide\">\n\t\t\t\t<label for=\"username\">Username or email address&nbsp;<span class=\"required\">*<\/span><\/label>\n\t\t\t\t<input type=\"text\" class=\"woocommerce-Input woocommerce-Input--text input-text\" name=\"username\" id=\"username\" autocomplete=\"username\" value=\"\" \/>\t\t\t<\/p>\n\t\t\t<p class=\"woocommerce-form-row woocommerce-form-row--wide form-row form-row-wide\">\n\t\t\t\t<label for=\"password\">Password&nbsp;<span class=\"required\">*<\/span><\/label>\n\t\t\t\t<input class=\"woocommerce-Input woocommerce-Input--text input-text\" type=\"password\" name=\"password\" id=\"password\" autocomplete=\"current-password\" \/>\n\t\t\t<\/p>\n\n\t\t\t\n\t\t\t<p class=\"form-row\">\n\t\t\t\t<label class=\"woocommerce-form__label woocommerce-form__label-for-checkbox woocommerce-form-login__rememberme\">\n\t\t\t\t\t<input class=\"woocommerce-form__input woocommerce-form__input-checkbox\" name=\"rememberme\" type=\"checkbox\" id=\"rememberme\" value=\"forever\" \/> <span>Remember me<\/span>\n\t\t\t\t<\/label>\n\t\t\t\t<input type=\"hidden\" id=\"woocommerce-login-nonce\" name=\"woocommerce-login-nonce\" value=\"c55100addf\" \/><input type=\"hidden\" name=\"_wp_http_referer\" value=\"\/en\/wp-json\/wp\/v2\/posts\/139170\" \/>\t\t\t\t<button type=\"submit\" class=\"woocommerce-button button woocommerce-form-login__submit\" name=\"login\" value=\"Log in\">Log in<\/button>\n\t\t\t<\/p>\n\t\t\t<p class=\"woocommerce-LostPassword lost_password\">\n\t\t\t\t<a href=\"https:\/\/geab.eu\/en\/my-account\/lost-password\/\">Lost your password?<\/a>\n\t\t\t<\/p>\n\n\t\t\t\n\t\t<\/form>\n\n\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n<\/p>\n","protected":false},"excerpt":{"rendered":"<p>As in every stock market crisis, stocks will change hands. Insofar as the crisis is largely provoked, it is likely that state structures &#8211; starting with the United States &#8211; will take advantage of it to regain control of part of the economy. We propose a series of recommendations that take account of three predicates: [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[36],"tags":[173,3801],"class_list":["post-139170","post","type-post","status-publish","format-standard","hentry","category-focus-en","tag-finance-en","tag-investment-en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Investment: Navigating systemic transitions - GEAB<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Investment: Navigating systemic transitions - GEAB\" \/>\n<meta property=\"og:description\" content=\"As in every stock market crisis, stocks will change hands. Insofar as the crisis is largely provoked, it is likely that state structures &#8211; starting with the United States &#8211; will take advantage of it to regain control of part of the economy. We propose a series of recommendations that take account of three predicates: [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/geab.eu\/en\/investment-navigating-systemic-transitions\/\" \/>\n<meta property=\"og:site_name\" content=\"GEAB\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/globaleuropeanticipationbulletin?fref=ts\" \/>\n<meta property=\"article:published_time\" content=\"2025-04-15T13:07:17+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-04-16T15:25:30+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/geab.eu\/wp-content\/uploads\/2014\/09\/Logo_GEAB.png\" \/>\n\t<meta property=\"og:image:width\" content=\"271\" \/>\n\t<meta property=\"og:image:height\" content=\"100\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"GEAB\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"GEAB\" \/>\n\t<meta name=\"twitter:label2\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/geab.eu\\\/en\\\/investment-navigating-systemic-transitions\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/geab.eu\\\/en\\\/investment-navigating-systemic-transitions\\\/\"},\"author\":{\"name\":\"GEAB\",\"@id\":\"https:\\\/\\\/geab.eu\\\/#\\\/schema\\\/person\\\/8c6c349a411026e30da8bb89a133de75\"},\"headline\":\"Investment: Navigating systemic transitions\",\"datePublished\":\"2025-04-15T13:07:17+00:00\",\"dateModified\":\"2025-04-16T15:25:30+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/geab.eu\\\/en\\\/investment-navigating-systemic-transitions\\\/\"},\"wordCount\":481,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/geab.eu\\\/#organization\"},\"keywords\":[\"finance\",\"investment\"],\"articleSection\":[\"Focus\"],\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/geab.eu\\\/en\\\/investment-navigating-systemic-transitions\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/geab.eu\\\/en\\\/investment-navigating-systemic-transitions\\\/\",\"url\":\"https:\\\/\\\/geab.eu\\\/en\\\/investment-navigating-systemic-transitions\\\/\",\"name\":\"Investment: Navigating systemic transitions - 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