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…
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”…
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.…
The China-America Tango will set the rhythm for the year 2024
Together, China and the United States represent over 40% of the global GDP and two-thirds of the world's military expenditures. Needless to say, every year, investors closely watch the developments…
Montpensier Finance is participating in the 20 km Paris 2023!
Montpensier Finance is engaging in the Sports theme with its M Sport Solutions SRI fund.This international thematic equity fund, which aims to invest in international companies fully exposed to the…
“Joe Biden and America on a Tightrope.”
Joe Biden entered the campaign in a deeply divided America. The legal twists and turns of Donald Trump, the removal of the Speaker of the House, and narrowly avoiding a…