So much has happened in such a short space of time. CEO Faber’s departure, which seemed highly unlikely a few months ago, has now been…
Only a few days ago, in a short piece named ‘Alaskan bears’, we had a suspicion that the Blinken trip to Alaska to meet its…
We believe that ESG analysis cannot be limited to a quant approach. AlphaValue is proud to make its ESG company scores now freely available on esg.alphavalue.com.…
We look again with a cynical eye at the gap between being right on the ESG front and meeting the fiduciary duties which shall remain…
Concerns surrounding the EU’s COVID-19 vaccination campaign refuse to die down. With AstraZeneca now reporting a safety scare – after already acknowledging supply constraints, export…
Looking at countries as a proxy to analyse equities has been out of fashion for a long while. We periodically mention Denmark as a singular…
As 2021 develops, there may be plenty of ESG blood on the investment walls. 2020 was ESG convenient with low carbon mandates essentially matching the…
Sustainability scoring goes up with market caps. This is half a surprise (see plot chart) as the richer a company is (the market cap is…
Last time we teased about REC Silicon, a simple company unhappily sitting in the cross-hairs of complex Sino US politics, was in November 2017. We had a…
BBVA is Spanish only by name. It is a global commercial-banking-oriented group, present in more than 30 countries, and which aspires to become the world’s…