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…
We have fully revamped our investment case on Electricité de France (EDF) in the light of recent improvements on the regulatory front. After a long…
Europe has discovered, hopefully not too late, that sovereignty still matters. The vast majority of central banks is contemplating the issue of a digital version…
Engie has changed a lot over the last 2-3 years, but the French utilities company is only in the middle of its long and thorough…
Tracking sector rotations has been a tiring exercise so far this year with sentiment changing fast about growth, central banks’ next stop, the pandemic capitulating…
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…
The FCA appears set to further the legitimacy of European Independent Research Providers (IRPs) by going for a clear cut definition of what independence means:…
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…
12 years ago, AlphaValue was born in the midst of the Great Financial Crisis and lasting worries about pension risks as the assets supposed to…
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…