Press
- Agefi Asset Management
Les constructeurs automobiles européens ont-ils une chance face aux chinois ?
BYD, le constructeur automobile chinois, vient de sortir un nouveau modèle de véhicule électrique (EV), le Yangwang U9. Prix du bolide : 230.000 dollars. Une chinoise sur le marché de Porsche, tout un symbole.
10 April 2024
- BFM TV
Les Etats-Unis, valeur refuge en 2024
Monocle Asset Management interrogée par BFMTV sur les perspectives des marchés financiers en 2024.
04 December 2023
- BFM TV
BFM Patrimoine, l’évènement : Monocle AM est une entreprise qui a pour objectif d’offrir à ses investisseurs la meilleure performance, ajustée de son risque
Ce jeudi 9 novembre, Charles Monot, président de Monocle Asset Management, a abordé les points forts de l’entreprise Monocle AM face à ses concurrents, ainsi que sa philosophie,...
04 December 2023
- Capital
Moderna, Pfizer, bioNTech, AstraZeneca… les fabricants du vaccin Covid-19 se portent bien, 3 ans après la crise
Les laboratoires ayant lancé un vaccin contre le Covid-19 (Moderna, Pfizer, BioNTech, AstraZeneca…) ont largement profité de la lutte contre la pandémie. Trois ans après, ils se portent...
20 March 2023
- Capital
Teleperformance stock was dropping more than -25% on thursday when an investigation was launched from the ministry of labour in Colombia for working rules violations.
The stock was down -26.75% at 195 euros at around 10.05am. According to Pierre Michaud, portfolio manager at Monocle, 42,000 Teleperformance employees work in Colombia, the third largest country in the world...
10 November 2022
- BFM Business
USA, recul du taux de chômage en septembre, les créations d’emplois ralentissent…
« Ce vendredi 7 octobre, Charles Monot, président de Monocle Asset Management, s’est penché sur le recul du taux de chômage en septembre et le ralentissement de la création...
07 October 2022
- Capital
Covid-19 : faut-il miser sur Moderna, Pfizer ou BioNTech ? Le conseil Bourse
“Nous suivons Moderna car nous sommes investis dans son concurrent BioNTech, et dans Pfizer. Mais Moderna est la plus chère des 3, et de loin”, relève Monocle Asset...
19 September 2022
- BFM Bourse
EUR/USD : Conseil des gouverneurs sur fond de crise gazière historique
Certains gérants ont même une vision particulièrement pessimiste de la situation, à l’image de Charles MONOT (Monocle AM): « la dépendance au gaz russe en Europe est réelle (à...
07 September 2022
- Capital
Bourse : santé, vaccin Covid-19, Intel… ces actions à potentiel selon Monocle AM
Alors que les actions sont redevenues assez chères, mieux vaut faire preuve d’une sélectivité draconienne actuellement. Certains laboratoires développant des vaccins contre le Covid-19 ou encore Intel sont...
20 August 2022
- AFP & BFM Bourse avec TradingSat
Marché : malgré la fin de l’argent facile, la bourse reste une étape importante pour les entreprises de la tech
« Les entreprises de la « tech » ont bénéficié pendant plusieurs années d’afflux massifs de capital », rappelle Maximilien Monot, gérant de portefeuille de Monocle AM et cette période de « l’argent...
14 August 2022
- Le Monde avec l'AFP
Deezer s’écroule de 22 % au premier jour de son introduction à la Bourse de Paris
« Deezer arrive à un moment où les capitalisations se rationalisent », il est donc normal que le titre subisse « une décote » et rattrape en quelque sorte les pertes des derniers...
05 July 2022
- AFP, visible sur Zone Bourse, Yahoo! Finance, Yahoo!, Le Revenu, La Croix, Boursorama, Bourse Direct, abcbourse, Challenges, Fortuneo Banque, Orange, rtl.be, TV5 Monde
Paris Stock Exchange anxious (-0.90%)
"Caution remains the order of the day in the markets," which could experience a significant and sharp downturn, according to Maximilien Monot, portfolio manager at Monocle AM.
29 June 2022
- AFP, Zone Bourse, allnews
Pessimism returns to the markets, Wall Street without guidance
Maximilien Monot, portfolio manager at Monocle AM, detected "a form of wait-and-see attitude in the U.S. market and a kind of anxiety about the evolution of the figures" of the economy.
29 June 2022
- Quantalys & Le Courrier Financier
Quantalys and Le Courrier Financier meet the teams of Monocle AM.
Charles Monot, President and Manager, reveals the DNA of this heritage fund...
17 June 2022
- Bilan
Innovation and consumption in the eye of the cyclone
The purchasing power of households is already "reduced with inflation and the rise in consumer credit rates will slow down their spending", anticipates Maximilien Monot, manager of the...
20 May 2022
- Boursorama
Inflation: companies already in debt will face a rise in interest rates
A "very worrying" rise, which implies "a loss of cash that will limit investments. The issue will be more visible in a year or a year and a half,...
20 May 2022
- H24 Finance
The story of Monocle AM and its founder, Charles Monot
Discover the story of Monocle Asset Management and our absolute return fund that delivers reassuring performance in a market that is not.
16 May 2022
- H24 Finance
This atypical entrepreneur has launched his own fund...
The story of Monocle is simple: you are never better served than by yourself.
09 May 2022
- Courrier Financier
The guest
For those who discover us (Read between the lines, "for the latecomers"?), Charles Monot presents you Monocle in less than 3 minutes!
21 March 2022
- L'Express
"TOP 3 BEST FUNDS"
These funds are run by experienced managers who take advantage of periods of market turmoil to generate positive returns. By Jean-François Bay.
08 March 2022
- Capital
"In the stock market, Amazon is being lauded and Facebook slaughtered... when it should be the other way around"
In the stock market, Amazon laughs and Facebook cries. However, there are many reasons to be interested in Facebook shares... and several reasons for concern for Amazon shareholders....
10 February 2022
- The Financial Times
Credit parties on
The famous Robert Armstrong (yes Monocle is on the FT) takes up Charles' analysis on Facebook By Robert Armstrong.
10 February 2022
- Capital
Orange, Vodafone... is it time to buy into the telecom giants? Tip of the day
"The interest of the Orange share is simple: a dividend of 7%, covered by the free cash flow" which offers a consequent yield and "a protection...
01 February 2022
- Esteval Editions
[MANAGEMENT ISSUES] Bitcoin, the currency of the future?
"Concerning bitcoin, many questions emerge". Charles Monot, founder of Monocle AM, asks about the place of bitcoin on the international scene and the role of...
01 February 2022
- Capital
Netflix melted by half in the stock market, is it time to buy? Tip of the day
169 billion dollars: "It's a high price to pay on the stock market for a company that has to invest more than it earns to protect its revenue," says Monocle AM,...
26 January 2022
- Radio Patrimoine
The bubble bursts on US tech stocks
The correction is severe on tech stocks on the Nasdaq, especially on stocks that had soared by taking advantage of the containment effect. Are there any reasons for the...
26 January 2022
- Esteval Editions
[MANAGEMENT ISSUES] ESG: we need simple metrics
[MANAGEMENT ISSUES] ESG: we need simple metrics "We need simpler - yet accurate - metrics that are not manipulable." To understand ESG issues: three questions to Charles...
21 January 2022
- Esteval Editions
[THE ESTEVAL INTERVIEWS] Charles Monot, founder of monocle AM
"To understand the current valuation levels, yesterday's financial analyst has to change his calculator from the one that tells him that 2 plus 2 is...
05 December 2021
- Capital
Orange down on the stock market, should you buy? : the advice of the day
Orange has suffered on the stock market this week and has returned to its 2021 lows. For all that, the operator has defensive qualities, has growth drivers (cybersecurity, etc.), and has a strong...
04 December 2021
- Funds Watch
"We are close to an end-of-bubble phase": Interview with Monocle AM
"We are close to an end-of-bubble phase where people start to be afraid of small stocks, repatriate to the big ones and exacerbate further...
03 December 2021
- L'Agefi
EQUITY MARKETS - Liquidity attracts liquidity
"On small tickets, less than one million euros, and especially if they are not large caps, liquidity can be difficult to find", confirms...
02 December 2021
- La Bourse et la Vie
"Stock market: Financial markets at their highest, does that mean that risk no longer exists?"
Charles reviews with journalist Didier Testot the financial markets in recent weeks, the role of central banks, valuation levels... " There are...
21 November 2021
- Funds Watch
Opinion : “Asshole!”
"Thank you very much. We appreciate it... Asshole". April 17, 2001: Jeff Skilling, Enron's CEO, gets excited in response...
04 November 2021
- Capital
Never have the stock market, real estate and bonds been so expensive at the same time, beware of the crash!
There is a worrying sense of invulnerability. And according to Charles Monot, there are few investments left to take shelter in the event of a sharp drop in the...
23 October 2021
- Gestion de Fortune
Identifying opportunities ignored by the market
HORS-SERIES, 50 FUNDS TO (RE)DISCOVER: "[Monocle] has its origins in the Volkswagen affair".
22 October 2021
- Le Figaro
Despite "jolts" in Asia, the luxury sector continues its growth trajectory
At LVMH "there are two engines: the fashion and leather goods sector and China," Mimoza Bogeska, co-founder of the asset management company Monocle Asset Management, told AFP.
21 October 2021
- L'Express
Three questions on the announcement of "positive" results for Valneva's vaccine candidate
"These are very satisfactory results, which reassure investors after the bad news of last month," said Pierre Michaud, portfolio manager at Monocle...
18 October 2021
- Le Figaro
The Paris Bourse is back above 6,700 points
"We are still in a momentum market", where investors, optimistic, continue to bet on stocks that have recently risen, says Charles Monot. This...
29 September 2021
- Le Monde
How to take your first steps in the stock market
According to [Charles Monot, president and manager of Monocle Asset Management], "you have to understand the business you are investing in, and move on if you don't understand it...
14 September 2021
- Les Echos
Opinion | Top share prices, bottom line down: big bosses under pressure
TRIBUNE - Pinterest, Netflix, Amazon... many executives of large companies face a tricky operational reality, but with sky-high stock prices. In these...
07 September 2021
- Investissement Conseils
A now integrated management
"Monocle Fund is distinguished by the personal commitment of its founder and manager Charles Monot, who is directly invested in it.
01 September 2021
- Le Guide Boursier
Macroeconomic analysis on inflation
"The economic future is uncertain and it is complicated to predict what may happen - even the experts are wrong. Nevertheless, two scenarios seem to be emerging..."
28 July 2021
- L'Agefi Hebdo
FINANCIAL PLACES - Brexit, a loot to share
"The Brexit was complicating our fund's referral pattern with these [insurance] companies. Since we arrived in Paris, the doors have been...
08 July 2021
- Les Echos
Stock market: can we still trust legacy funds?
"In terms of legacy funds, only Monocle Fund stands out from the crowd" By Marie-Christine Sonkin
22 November 2018
- Quantalys
Observatory: study as of June 30, 2018
"Monocle's Flexible Prudent fund is positioned in the 1st quartile of its category over all periods" By Alexandre Prat
01 August 2018
