M Climate Solutions celebrates its 3rd anniversary
3 years, 3 labels and €300 million in AUM, M Climate Solutions ranks 1st decile in its Morningstar category since it’s inception with a performance of +56.02% vs. +29.39% for…
Climate solutions and the Biden Plan, America is picking up the pace
After many twists and turns, the US Senate passed the Inflation Reduction Act (IRA), Joe Biden's climate (and health) plan. This adoption marks an extremely important step for the investment…
Euronext – ESG Equity Barometer H1 2022 : focus on M Climate Solutions’ fund
The opinions expressed may be modified without notice. The securities mentioned may no longer be included in the portfolios of the funds managed by Montpensier Finance, and do not constitute…
The 10 hot spots of the summer
In the summer of 2022, the pressure is on for central banks, Western and Chinese governments and of course the barometer! 1-Central banks between inflation and threats of recession Since…
Improving European Models SRI: a quality value fund in line with our SRI approach
1- How is this new fund positioned in the Montpensier Equity range? Since 2021, our European large and mid-cap equity range has covered the three main SRI equity management styles:…
Sport and wellness theme gathers momentum
A growing trend for asset allocators to think thematically instead of geographically is increasing the competitiveness of M Sport Solutions SRI, a global thematic equity fund that plays to the…
The dollar, a contested but unrivalled currency
With the sanctions against Russia, alternatives to the dollar have been found. But the greenback remains unrivalled, as long as the US remains the pole of global stability The conflict…
M Sport Solutions SRI celebrates its 2nd year
M Sport Solutions SRI, a thematic equity fund with the objective of investing in international companies fully exposed to the sport and wellness sectors, is celebrating its second year. The…
The triangle of uncertainty
Disrupted supply, hesitant demand, political tensions and fractures, this triangle of uncertainty has plunged the markets into doubt. Could everything change quickly? After a historic performance in 2021 with a…
The time of fragmentations
The pandemic is back, and central banks are looking for the right balance, but fragmentation is dominating. To the point of calling into question the announced monetary tightening?Since the beginning…