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A major weakening in global growth is still absent: Perspective by BLI
The US administration's tariff policy is generating the first signs of an economic slowdown, although a major weakening in global growth is still absent, note Guy Wagner and his team in their latest monthly market report "Highlights".
CM-AM Convictions Euro, an actively managed, high-conviction fund
CM-AM Convictions Euro is an actively managed, high-conviction fund managed on a discretionary basis that targets estimated value-creating companies in Europe.
It is aligned with four transformative mega trends that shape our future.
Optimizing your allocation through exposure to the gold theme
The gold market has risen sharply since the start of 2025, driven by favorable economic and political risks (inflation, geopolitical uncertainty, Trump’s return to power, massive central bank and investor buying, etc.)
CM-AM Convictions Funds Range for Supporting the Growth of Value-Creating Companies
Equity markets are undergoing a period of significant transformation, driven by changing monetary policies, persistent geopolitical tensions, and evolving economic conditions.
The CM-AM Convictions Fund Range: 5 Key Takeaways Driving Long-Term Value Creation
In the equity markets, which continue to experience evolving monetary policies, geopolitical uncertainties, and shifting economic dynamics, investors are increasingly interested in long-term strategies that create value