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…
Looking at the average compensation of the 468 European corporates and their trend does speak a lot about a business model and occasionally raises the…
On January 14th, another shutdown of one of EDF’s nuke power plants combined with chilling threats from Russia as Ukraine talks with the US and…
At AlphaValue, we are proud to promote a traditional equity analysts-based review of sustainability factors which is inclusive of all the 465 stocks currently under coverage. There…
Oils gained nearly 5% last week in a context of weaker Brent prices. So much for the correlation between the oily stuff and oil groups. More…
In our latest sector study on the banking sector entitled “Navigating the energy transition period”, we elaborate on the sector and stocks’ likely behaviour should…
Monies invested in Green stories have been out of wind in 2021. The ugly guys of a carbonated economy are doing just fine by contrast.…
AlphaValue is against the idea that the stock market will find in the green growth a new fuel to its rise. The optimism of a…
H2 stands for Hydrogen Hyped. So we think with an eye on the hard law of thermodynamics, which means that turning power into H2 and…
The EU increases its commitment to the Paris agreement with a 55% reduction target in CO2 emissions by 2030, the EU Emissions Trading System (EU…