{"id":3606,"date":"2025-04-14T10:16:16","date_gmt":"2025-04-14T10:16:16","guid":{"rendered":"https:\/\/avefi.com\/?p=3606"},"modified":"2025-04-14T10:17:14","modified_gmt":"2025-04-14T10:17:14","slug":"megatendances","status":"publish","type":"post","link":"http:\/\/avefi.com\/?p=3606","title":{"rendered":"M\u00e9gatendances"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"3606\" class=\"elementor elementor-3606\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-972001f elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"972001f\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-d53a8be\" data-id=\"d53a8be\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-a7fae95 elementor-widget elementor-widget-text-editor\" data-id=\"a7fae95\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>\u00a0<\/p><h1>\ud83d\udcc8 <strong>6 M\u00e9gatendances d\u2019Investissement de Long Terme \u00e0 Suivre de Pr\u00e8s<\/strong><\/h1><hr \/><h2>\ud83e\uddec 1. <strong>Sant\u00e9 &amp; Biotechnologies<\/strong><\/h2><h3>\ud83d\udd0e Tendances cl\u00e9s :<\/h3><ul><li><p>En 2050, la part des plus de 65 ans dans la population mondiale atteindra <strong>1,5 milliard<\/strong> de personnes (source : ONU).<\/p><\/li><li><p>Les d\u00e9penses mondiales de sant\u00e9 devraient cro\u00eetre de <strong>4,9 % par an<\/strong> d\u2019ici 2027 (source : Deloitte).<\/p><\/li><li><p>Explosion des innovations en biotechnologie, m\u00e9decine personnalis\u00e9e et t\u00e9l\u00e9sant\u00e9.<\/p><\/li><\/ul><h3>\ud83d\udca1 Opportunit\u00e9s d\u2019investissement :<\/h3><ul><li><p><strong>Fonds sant\u00e9 classiques :<\/strong><\/p><ul><li><p><em>Pictet Health<\/em><\/p><\/li><li><p><em>CPR Global Disruptive Opportunities<\/em> (inclut sant\u00e9 connect\u00e9e)<\/p><\/li><\/ul><\/li><li><p><strong>ETF th\u00e9matiques :<\/strong><\/p><ul><li><p><em>iShares MSCI World Health Care Sector UCITS ETF<\/em><\/p><\/li><li><p><em>Lyxor MSCI Digital Economy ESG Filtered<\/em><\/p><\/li><\/ul><\/li><li><p><strong>Private equity :<\/strong> fonds sp\u00e9cialis\u00e9s dans les EHPAD, soins \u00e0 domicile ou start-ups m\u00e9dicales.<\/p><\/li><\/ul><h3>\u26a0\ufe0f Risques :<\/h3><ul><li><p>Haute volatilit\u00e9 (notamment sur les biotech)<\/p><\/li><li><p>Risques r\u00e9glementaires (autorisation, remboursement)<\/p><\/li><li><p>Cycles d\u2019innovation incertains<\/p><\/li><\/ul><hr \/><h2>\ud83c\udfd7\ufe0f 2. <strong>Infrastructures &amp; R\u00e9silience \u00e9conomique<\/strong><\/h2><h3>\ud83d\udd0e Tendances cl\u00e9s :<\/h3><ul><li><p>L\u2019Europe pr\u00e9voit d\u2019investir <strong>650 milliards d\u2019euros<\/strong> d\u2019ici 2030 via le programme <em>Global Gateway<\/em>.<\/p><\/li><li><p>Les actifs d\u2019infrastructure affichent une <strong>corr\u00e9lation faible avec les march\u00e9s actions<\/strong> et une bonne r\u00e9sistance \u00e0 l\u2019inflation.<\/p><\/li><li><p>Demande croissante en infrastructures d\u2019eau, d\u2019\u00e9nergie, de transport et de t\u00e9l\u00e9communications.<\/p><\/li><\/ul><h3>\ud83d\udca1 Opportunit\u00e9s d\u2019investissement :<\/h3><ul><li><p><strong>Fonds cot\u00e9s :<\/strong><\/p><ul><li><p><em>Mirova Global Green Bond Fund<\/em><\/p><\/li><li><p><em>First Sentier Global Listed Infrastructure<\/em><\/p><\/li><\/ul><\/li><li><p><strong>Fonds non cot\u00e9s :<\/strong><\/p><ul><li><p>InfraVia, Meridiam (acc\u00e8s via fonds d\u2019investissement alternatifs)<\/p><\/li><\/ul><\/li><li><p><strong>SCPI sp\u00e9cialis\u00e9es :<\/strong><\/p><ul><li><p><em>PIERRE IMPACT (La Fran\u00e7aise)<\/em> \u2013 label ISR, partiellement orient\u00e9e infrastructures<\/p><\/li><\/ul><\/li><\/ul><h3>\u26a0\ufe0f Risques :<\/h3><ul><li><p>Illiquidit\u00e9 pour les fonds non cot\u00e9s<\/p><\/li><li><p>Risques politiques et r\u00e9glementaires (partenariats public-priv\u00e9, fiscalit\u00e9)<\/p><\/li><li><p>Sensibilit\u00e9 aux taux d\u2019int\u00e9r\u00eat (co\u00fbt du financement)<\/p><\/li><\/ul><hr \/><h2>\u26a1 3. <strong>\u00c9lectrification &amp; Transition \u00c9nerg\u00e9tique<\/strong><\/h2><h3>\ud83d\udd0e Tendances cl\u00e9s :<\/h3><ul><li><p>Selon l\u2019Agence Internationale de l\u2019\u00c9nergie, les investissements mondiaux dans l\u2019\u00e9lectrification d\u00e9passeront <strong>2 000 milliards $\/an d\u2019ici 2030<\/strong>.<\/p><\/li><li><p>Le march\u00e9 mondial des batteries lithium-ion cro\u00eet de <strong>30 % par an<\/strong> (source : BloombergNEF).<\/p><\/li><li><p>Objectif de <strong>neutralit\u00e9 carbone en 2050<\/strong> dans l\u2019UE.<\/p><\/li><\/ul><h3>\ud83d\udca1 Opportunit\u00e9s d\u2019investissement :<\/h3><ul><li><p><strong>ETF &amp; Fonds th\u00e9matiques :<\/strong><\/p><ul><li><p><em>BNP Paribas Energy Transition<\/em><\/p><\/li><li><p><em>Lyxor Green Bond ETF<\/em><\/p><\/li><li><p><em>Lombard Odier Climate Transition<\/em><\/p><\/li><\/ul><\/li><li><p><strong>Actions directes :<\/strong><\/p><ul><li><p>Schneider Electric, Alfen, Tesla, Nidec<\/p><\/li><\/ul><\/li><li><p><strong>Private equity \/ financement participatif ENR<\/strong><\/p><\/li><\/ul><h3>\u26a0\ufe0f Risques :<\/h3><ul><li><p>Forte cyclicit\u00e9 des mati\u00e8res premi\u00e8res<\/p><\/li><li><p>Volatilit\u00e9 technologique (\u00e9volution rapide, obsolescence)<\/p><\/li><li><p>D\u00e9pendance aux subventions publiques<\/p><\/li><\/ul><hr \/><h2>\ud83c\udfd9\ufe0f 4. <strong>Urbanisation durable &amp; Smart Cities<\/strong><\/h2><h3>\ud83d\udd0e Tendances cl\u00e9s :<\/h3><ul><li><p>D\u2019ici 2050, <strong>70 % de la population mondiale vivra en ville<\/strong> (source : ONU Habitat).<\/p><\/li><li><p>D\u00e9fis majeurs : logement, mobilit\u00e9, pollution, infrastructures intelligentes.<\/p><\/li><li><p>March\u00e9 mondial des Smart Cities : <strong>2 700 milliards $<\/strong> en 2030 (source : Grand View Research).<\/p><\/li><\/ul><h3>\ud83d\udca1 Opportunit\u00e9s d\u2019investissement :<\/h3><ul><li><p><strong>ETF th\u00e9matiques :<\/strong><\/p><ul><li><p><em>iShares Smart City Infrastructure ETF<\/em><\/p><\/li><li><p><em>Amundi Smart Cities ESG<\/em><\/p><\/li><\/ul><\/li><li><p><strong>SCPI &amp; fonci\u00e8res ISR :<\/strong><\/p><ul><li><p><em>Novaxia R<\/em> (reconversion urbaine durable)<\/p><\/li><li><p><em>Urban Premium Transition Ville<\/em><\/p><\/li><\/ul><\/li><li><p><strong>Actions &amp; obligations vertes<\/strong> dans l&rsquo;immobilier durable<\/p><\/li><\/ul><h3>\u26a0\ufe0f Risques :<\/h3><ul><li><p>Risque immobilier (localisation, vacance, r\u00e9gulation)<\/p><\/li><li><p>Ralentissement de l&rsquo;immobilier tertiaire (post-Covid)<\/p><\/li><li><p>D\u00e9pendance aux collectivit\u00e9s locales pour les projets<\/p><\/li><\/ul><hr \/><h2>\ud83d\udc75 5. <strong>Vieillissement &amp; Silver Economy<\/strong><\/h2><h3>\ud83d\udd0e Tendances cl\u00e9s :<\/h3><ul><li><p>En France, d\u2019ici 2030, 1 habitant sur 3 aura plus de 60 ans (INSEE).<\/p><\/li><li><p>Le march\u00e9 mondial de la silver economy p\u00e8sera <strong>15 000 milliards $<\/strong> en 2030 (source : Oxford Economics).<\/p><\/li><li><p>Demande en explosion pour la d\u00e9pendance, les services \u00e0 domicile, les produits adapt\u00e9s.<\/p><\/li><\/ul><h3>\ud83d\udca1 Opportunit\u00e9s d\u2019investissement :<\/h3><ul><li><p><strong>Fonds sp\u00e9cialis\u00e9s :<\/strong><\/p><ul><li><p><em>Pictet Premium Brands<\/em> (consommation senior)<\/p><\/li><li><p><em>Sycomore Happy@Work<\/em> (qualit\u00e9 de vie au travail \/ RH senior)<\/p><\/li><\/ul><\/li><li><p><strong>SCPI m\u00e9dico-sociales \/ R\u00e9sidences services :<\/strong><\/p><ul><li><p><em>Pierval Sant\u00e9<\/em>, <em>Primovie<\/em><\/p><\/li><\/ul><\/li><li><p><strong>Start-ups et private equity<\/strong> : technologies et services pour seniors<\/p><\/li><\/ul><h3>\u26a0\ufe0f Risques :<\/h3><ul><li><p>R\u00e9glementation sur la tarification et la d\u00e9pendance<\/p><\/li><li><p>Co\u00fbts op\u00e9rationnels croissants (personnel, immobilier)<\/p><\/li><li><p>Saturation potentielle du secteur EHPAD<\/p><\/li><\/ul><hr \/><h2>\ud83e\udd16 6. <strong>Intelligence Artificielle &amp; R\u00e9volution Num\u00e9rique<\/strong><\/h2><h3>\ud83d\udd0e Tendances cl\u00e9s :<\/h3><ul><li><p>L&rsquo;IA pourrait ajouter <strong>15 000 milliards $ au PIB mondial d&rsquo;ici 2030<\/strong> (source : PwC).<\/p><\/li><li><p>Explosion des besoins en cloud, cybers\u00e9curit\u00e9, data centers.<\/p><\/li><li><p>80 % des entreprises adopteront l&rsquo;IA d\u2019ici 2035 (Forrester).<\/p><\/li><\/ul><h3>\ud83d\udca1 Opportunit\u00e9s d\u2019investissement :<\/h3><ul><li><p><strong>Fonds sp\u00e9cialis\u00e9s :<\/strong><\/p><ul><li><p><em>CPR Invest &#8211; Global Disruptive Opportunities<\/em><\/p><\/li><li><p><em>AXA World Funds \u2013 Digital Economy<\/em><\/p><\/li><\/ul><\/li><li><p><strong>ETF AI \/ Tech :<\/strong><\/p><ul><li><p><em>WisdomTree Artificial Intelligence UCITS ETF<\/em><\/p><\/li><li><p><em>iShares Automation &amp; Robotics<\/em><\/p><\/li><\/ul><\/li><li><p><strong>Private equity<\/strong> dans la deeptech et cybers\u00e9curit\u00e9<\/p><\/li><\/ul><h3>\u26a0\ufe0f Risques :<\/h3><ul><li><p>Volatilit\u00e9 importante<\/p><\/li><li><p>Risques technologiques et \u00e9thiques<\/p><\/li><li><p>Concentration sectorielle et valorisations \u00e9lev\u00e9es<\/p><\/li><\/ul><hr \/><h2>\ud83e\udded Synth\u00e8se Strat\u00e9gique Avefi<\/h2><table><thead><tr><th>Th\u00e9matique<\/th><th>Potentiel<\/th><th>Risque<\/th><th>Horizon recommand\u00e9<\/th><\/tr><\/thead><tbody><tr><td>Sant\u00e9<\/td><td>\u00c9lev\u00e9 (vieillissement mondial)<\/td><td>Moyen (biotech volatile)<\/td><td>Long terme (10+ ans)<\/td><\/tr><tr><td>Infrastructures<\/td><td>Mod\u00e9r\u00e9 \u00e0 \u00e9lev\u00e9 (inflation, relance)<\/td><td>Faible \u00e0 moyen<\/td><td>Long terme (7-15 ans)<\/td><\/tr><tr><td>\u00c9lectrification<\/td><td>Tr\u00e8s \u00e9lev\u00e9<\/td><td>Moyen \u00e0 \u00e9lev\u00e9<\/td><td>Moyen \u00e0 long terme<\/td><\/tr><tr><td>Urbanisation durable<\/td><td>\u00c9lev\u00e9<\/td><td>Moyen<\/td><td>Long terme<\/td><\/tr><tr><td>Silver Economy<\/td><td>Mod\u00e9r\u00e9 \u00e0 \u00e9lev\u00e9<\/td><td>Faible \u00e0 moyen<\/td><td>Long terme<\/td><\/tr><tr><td>Intelligence Artificielle<\/td><td>Tr\u00e8s \u00e9lev\u00e9<\/td><td>\u00c9lev\u00e9<\/td><td>Long terme<\/td><\/tr><\/tbody><\/table><hr \/><h2>\ud83d\udccc Informations l\u00e9gales &amp; contact<\/h2><p><strong>AVEFI \u2013 Cabinet de Conseil en Gestion de Patrimoine<\/strong><br \/>18 bis rue Am\u00e9lie \u2013 75007 Paris<br \/>\ud83d\udcde 01 77 13 78 35<br \/>\ud83d\udce7 <a href=\"mailto:contact@avefi.com\">contact@avefi.com<\/a><br \/>\ud83d\udccd M\u00e9tro ligne 8 La Tour-Maubourg \/ RER C Invalides<br \/>\ud83c\udf10 <a href=\"http:\/\/www.avefi.com\/\">www.avefi.com<\/a><\/p><hr \/><p>\ud83d\uded1 <strong>Mentions l\u00e9gales :<\/strong><br \/>Cette publication est \u00e0 caract\u00e8re <strong>informatif et publicitaire<\/strong>. Elle ne constitue pas un conseil personnalis\u00e9 ou une recommandation d\u2019investissement.<br \/>\ud83d\udc49 Pour toute question ou d\u00e9sinscription : <a href=\"mailto:contact@avefi.com\">contact@avefi.com<\/a><\/p><p>\u26a0\ufe0f <strong>Avertissement<\/strong> :<br \/><em>Investir comporte des risques, y compris une perte en capital. Les performances pass\u00e9es ne pr\u00e9jugent pas des performances futures. Il est essentiel de bien comprendre les caract\u00e9ristiques des produits avant toute souscription.<\/em><\/p><hr \/><p>Souhaitez-vous que je transforme cela en <strong>version newsletter avec mise en page visuelle et logo Avefi<\/strong>, pr\u00eate \u00e0 envoyer ?<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-3606","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"http:\/\/avefi.com\/index.php?rest_route=\/wp\/v2\/posts\/3606","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/avefi.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/avefi.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/avefi.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/avefi.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=3606"}],"version-history":[{"count":3,"href":"http:\/\/avefi.com\/index.php?rest_route=\/wp\/v2\/posts\/3606\/revisions"}],"predecessor-version":[{"id":3609,"href":"http:\/\/avefi.com\/index.php?rest_route=\/wp\/v2\/posts\/3606\/revisions\/3609"}],"wp:attachment":[{"href":"http:\/\/avefi.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=3606"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/avefi.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=3606"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/avefi.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=3606"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}