The week to 17-06 was another one of blood-letting (c. -5% for European & US equities) as markets moved on from the actual implementation of…
HSBC has been in damage-control mode since its head of responsible investing stated that the climate change related threat has been exaggerated and its largest…
The long-lasting battle for control over Generali has finally come to an end. The current CEO Philippe Donnet has been re-elected by Generali’s shareholders, along…
Last friday, conference held by Mr Francesco Gaetano Caltagirone (not initiated by Generali) took place in Milan, gathering the so-called “Finance community” to promote to…
It is a fact that subscription-based research delivers a service where brokers capitulate. Consider 2 examples: VEOLIA: August 2020 Veola launches its bid on Suez.…
The MifidII directive, which came into force at the beginning of 2018, aims to reduce conflicts of interest between investors and research providers through greater…
Among utilities, RWE is the winner of the radical changes in the energy markets implied by the war in Ukraine. While we do not estimate…
Valuation wise is worried and has been exploring various avenues to protect what can be when one mad man will not entertain a discussion. That…
Banks have been very kind to investors with a ytd gain of 13.5% (39 banks covered by AlphaValue) when the Stoxx600 is down 4.6%. The…
The FT mentions that hedge funds have seen an opportunity in the crowed trades that ESG investment represents. Go short such inflated trades. About time, we would…