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…
Sustainability and governance: the keys to future growth Gilles Constantini (Portfolio Manager BBM SRI) - Olivier Fellous (Portfolio Manager BBM SRI) - Clément Alberto (SRI Analyst) A focus on…
Hidden Gem and future winners 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…
Climate Transition, a global priority at the Leaders Summit on Climat State commitments are key. On the occasion of "Earth Day", the American president organised a virtual climate summit on 22…
Is Xi going to sign? The Chinese Dilemma The suspense is at its height: after months of tensions, and some inadable exchanges along the way, are Xi Jinping and Donald…
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