America and the Quadrilateral of Inflation
Can the " Iran issue " disrupt the American economic prospects by triggering an inflationary shock ? The military air intervention on June 22, in support of the operations of…
Blockchain: Concrete Applications That Are Transforming the Real Economy
Traceability: Ensuring Authenticity in Luxury and Textiles Product traceability is one of the first areas where blockchain has proven its effectiveness. By linking each item to a unique identifier recorded…
America – on a tightrope
The American engine is running out of steam. For several weeks now, signs of a slowdown have been multiplying across the Atlantic. Long considered an unshakable safe haven for global…
GLOBAL TECH – POST DEEPSEEK #2 Jevons’ paradox predicts more data centers and higher energy consumption
Jevons' Paradox Illustrated in the Cloud Between 2016 and 2020, the average cost of a gigabyte of cloud storage dropped from approximately $0.15 to $0.02, while data center energy consumption…
Europe: A Threefold Opportunity
It is, in the end, a strange and unintended alliance between Friedrich Merz and Donald Trump that has finally revived hopes for the realization of the much-discussed “change of era”…
Back to the “Great Moderation”?
Despite the political, monetary, and economic uncertainties that make the context very different, the market seems to believe in the return of the 'Great Moderation,' an economy with growth and…
Ranking 2023 – The best International Equity Funds SFDR9: M Cloud Leaders SRI ranked 1st.
The opinions expressed may be subject to change without notice. The mentioned values may no longer be present in the portfolios of UCITS managed by Montpensier Finance, and do not…
“The Cloud, a cloudless horizon” in Profession CGP
By Delphine Blanche and Raphaël Pariente, portfolio managers at Montpensier Finance With estimated annual growth prospects of 20% by 2030, the Cloud industry is built on solid fundamentals, as economic…
Interest Rate Zigzag: Three Insights
Over the past three months, interest rate volatility has been significant. However, the steepening movement could nevertheless be seen as a positive signal, provided that central banks accelerate their pivots.…