Shame on Suez’s board and Parisian inbreeding exposed
The Veolia bid for Suez has exposed again the French penchant for boards of the same feather. The irony is Suez’s poison pill relying on a Dutch stichting under the…
Miners digging for new bosses?
Yet another senior Frenchman lost his head to the populace. That Mr JS Jacques’ undoing came from the Australian outback reaction to corporate arrogance is merely a side reflection of…
An anti-ESG transition, for better ESG
Since the beginning of the Coronavirus outbreak turned a pandemic, many parallels were drawn with Climate Change Risks. Most environmentalists have not resisted underlining that the world’s greenhouse gas (GHG)…
China & ESG, an oxymoron
Following is AlphaValue take regarding what Covid-19 reveals about current Corporate Social Responsability (CSR) practices. Most ESG ratings have been assigned on the basis of social and governance ‘standards’ across…
ESG flows are fast diverging from true sustainability, unfortunately
Collecting £702m over a few weeks in Britain. Yes, it is possible: this is the amount of money that BlackRock’s £1.6bn World Low Carbon Equity Tracker fund has attracted since…
ESG: whatever it takes to be (un)aligned
ESG data and ratings are now a huge industry. ESG has given a new impetus to financial institutions, while they were still dealing with public skepticism in the aftermath of…
Utilities already all greened up
We knew this could happen but we were certainly not anticipating such an early dash for Utilities on the back of green money chasing ‘brown to become green’ assets. European…
Identifying Governance Champs
Governance matters but sadly, mostly after the horse has bolted. Between good governance and a fast buck, investors made their choice long ago. The marketing talk claims that good governance…
Green means protectionism
When the most pro-trade area ever is increasingly turning bearish on globalisation and looking towards a degree of protectionism, one can rightly wonder whether the process kick-started by Trump’s election…
Ruling by taxonomy
The EU intends to tell the world what is green. This is a power grab that may work if the recent GDRP initiative is taken as an example. Here the…
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Unibail: the battle begins
Goodwill impairment warranted
Miners digging for new bosses?
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