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…
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:…
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…
‘We want the guys who drive that change’
‘We want the guys who drive that change’ In line with its motto ‘Invest in a sustainable future’, Paris-based asset manager Montpensier has launched the M Climate Solutions Fund, an…
Hidden Gems and future winners
Hidden Gems 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 last…
The Central Banks trap
The Central Banks trap In the face of a strong recovery and growing signs of an upturn in prices, Central Banks in Europe and the US will have a tough…
Montpensier Finance supports Sungai Watch in its fight against plastic pollution in Bali
Montpensier Finance supports Sungai Watch in its fight against plastic pollution in Bali. At the current rate, there will be more plastic than fish in the sea by 2050. At…
