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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…
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…
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:…
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…
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…
The conflict in Ukraine has triggered a threefold shift in Germany: military, energy and fiscal. This dramatic political reversal will have major implications for Europe. 24 February 2022, the day…
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…
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 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…
Great European Models (Gems) offer a tantalising glimpse of long-term future profits Why has economic profit/loss become more skewed to certain companies in the last 20 years? It’s a natural…
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