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.…
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…
The 10 hotspots of the summer
In this summer of 2023, the pressure remains high for central banks, governments of all countries, and temperatures. It's up to businesses to adapt to this climate!1- Will desinflation reassure…
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…