AlphaValue has always been healthily sceptical about the concept of family businesses doing well, come rain or shine. There are too many ways to skin…
There are 28 companies amongst the 465 stocks under AlphaValue coverage that will pay average wages of below €30k a year. This sticker includes social…
AlphaValue tracks the sustainability of every one of the 475 odd stocks under its coverage. The rules are strictly the same, with the view that…
Recent joint research by Scientific Beta and Edhec Research Institute concludes that the ESG outperformance does not differ from what would be achieved by investing…
Inflows into ESG-stamped European ETFs trebled last year and overtook those of ‘ordinary’ ETFs over Q1 21, according to TrackInsight and Morningstar. These figures would…
Our repeated concerns about excessive dependence of the European luxury industry vis a vis China gained substance last Thursday when Chinese consumer ire has been driven through…
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…
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…