{"id":21128,"date":"2026-11-10T12:57:05","date_gmt":"2026-11-10T12:57:05","guid":{"rendered":"https:\/\/www.agencesand.fr\/fibee\/marches-de-novembre-2026-la-confiance-a-lepreuve\/"},"modified":"2026-11-14T01:56:26","modified_gmt":"2026-11-14T01:56:26","slug":"marches-de-novembre-2026-la-confiance-a-lepreuve","status":"publish","type":"fibee","link":"https:\/\/www.agencesand.fr\/en\/fibee\/marches-de-novembre-2026-la-confiance-a-lepreuve\/","title":{"rendered":"March\u00e9s de novembre 2026 : la confiance \u00e0 l\u2019\u00e9preuve"},"content":{"rendered":"<p class=\"wp-block-paragraph\">Dans ses <em>Perspectives March\u00e9s et Allocation<\/em> du 6 novembre 2026, <strong>Ofi Invest Asset Management<\/strong> relie la correction des valeurs technologiques, la volatilit\u00e9 de la dette fran\u00e7aise et le niveau \u00e9lev\u00e9 des taux longs \u00e0 une m\u00eame question : les perspectives de croissance et de rentabilit\u00e9 justifient-elles encore la confiance des investisseurs ?<\/p>\n<p class=\"wp-block-paragraph\"><strong>L\u2019IA doit faire la preuve de sa rentabilit\u00e9.<\/strong> La baisse des valeurs technologiques et des semi-conducteurs apr\u00e8s les \u00e9lections am\u00e9ricaines de mi-mandat met en lumi\u00e8re le d\u00e9calage possible entre les capitaux engag\u00e9s et les revenus futurs. Ofi Invest AM surveille un risque de transmission \u00e0 l\u2019\u00e9conomie am\u00e9ricaine si des contraintes financi\u00e8res ou \u00e9nerg\u00e9tiques retardent les projets d\u2019infrastructure li\u00e9s \u00e0 l\u2019IA.<\/p>\n<p class=\"wp-block-paragraph\"><strong>Le co\u00fbt du capital redevient d\u00e9terminant.<\/strong> Des taux longs encore \u00e9lev\u00e9s rendent les investisseurs plus exigeants sur la qualit\u00e9 des bilans et la capacit\u00e9 des entreprises \u00e0 g\u00e9n\u00e9rer de la tr\u00e9sorerie. En France, les tensions sur la dette publique traduisent surtout, selon les auteurs, une interrogation sur la cr\u00e9dibilit\u00e9 de la trajectoire budg\u00e9taire.<\/p>\n<p class=\"wp-block-paragraph\">Dans ses vues d\u2019allocation, la soci\u00e9t\u00e9 de gestion souligne que les obligations souveraines peuvent amortir certaines corrections boursi\u00e8res. Sur les actions, elle conserve une lecture constructive, avec une attention accrue \u00e0 la s\u00e9lection des entreprises. La publication examine aussi les obligations \u00e9mergentes en devises locales, dont les rendements doivent s\u2019appr\u00e9cier avec le risque de change.<\/p>\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/fr.linkedin.com\/posts\/ofi-invest-am_perspectives-march%C3%A9s-allocation-novembre-activity-7524509989227368449-zpfz\">Voir la pr\u00e9sentation de la publication sur la page officielle d\u2019Ofi Invest Asset Management \u2192<\/a><\/p>\n<p>L\u2019article <a href=\"https:\/\/www.experts-du-patrimoine.fr\/marches-de-novembre-2026-la-confiance-a-lepreuve\/\">March\u00e9s de novembre 2026 : la confiance \u00e0 l\u2019\u00e9preuve<\/a> est apparu en premier sur <a href=\"https:\/\/www.experts-du-patrimoine.fr\/\">Experts du Patrimoine<\/a>.<\/p>\n","protected":false},"featured_media":0,"template":"","meta":{"_acf_changed":false},"class_list":["post-21128","fibee","type-fibee","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>March\u00e9s de novembre 2026 : la confiance \u00e0 l\u2019\u00e9preuve &#187; Agence SAND<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.experts-du-patrimoine.fr\/marches-de-novembre-2026-la-confiance-a-lepreuve\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"March\u00e9s de novembre 2026 : la confiance \u00e0 l\u2019\u00e9preuve &#187; Agence SAND\" \/>\n<meta property=\"og:description\" content=\"Dans ses Perspectives March\u00e9s et Allocation du 6 novembre 2026, Ofi Invest Asset Management relie la correction des valeurs technologiques, la volatilit\u00e9 de la dette fran\u00e7aise et le niveau \u00e9lev\u00e9 des taux longs \u00e0 une m\u00eame question : les perspectives de croissance et de rentabilit\u00e9 justifient-elles encore la confiance des investisseurs ? 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