La Française

À l’approche de la COP30 le 10 nov., les rapports montrent des progrès depuis l’Accord de Paris, mais l’impact des nouvelles ambitions nationales reste flou. Que peut-on attendre de ce sommet climatique clé ?

The growth momentum remains positive, but market jitters are increasing. After more than 30 days of blocking in the US, the absence of statistics begins to manifest. Nevertheless, we maintain a slightly positive outlook.

What do inflation, sovereign spreads and climate disasters have in common? Increasingly, everything.

Ahead of COP30 on November 10, reports show progress since the Paris Agreement, but the impact of new national goals remains unclear. What can we realistically expect from this key climate summit?

In a context of global uncertainty and evolving monetary policies, the CM-AM Convictions range stands out for its fundamental equity approach, expert management, and proprietary tools aimed at long-term value creation

In the long term, small- and mid-cap companies tend to outperform large caps. It is this prospect of excess returns that compensates for the increased risk associated with the higher volatility of this asset class.

The CM-AM Global Gold fund is benefiting from the rise in gold and mining stocks, supported by strong results, silver/copper diversification, and active management focused on quality and positive outlooks.

After years in the shadow of large caps, US small and mid caps are regaining attention. With improving market conditions and supportive policies, this segment offers renewed potential for investors seeking dynamic and diversified exposure.

Politics dominate in the U.S. and Europe. France faces instability; the U.S. economy stays resilient despite inflation risks and the Eurozone shows gradual recovery, with Germany leading and the ECB remaining cautious.

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".