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10 February 2022
Banks and/or Oils?
Banks have been very kind to investors with a ytd gain of 13.5% (39 banks covered by AlphaValue) ...
26 January 2022
ESG is a short
TheFTmentions that hedge funds have seen an opportunity in the crowed trades that ESG investme...
24 January 2022
Wages peak (a lot)
Looking at the average compensation of the 468 European corporates and their trend does speak a l...
18 January 2022
Energy crisis turning systemic?
On January 14th, another shutdown of one of EDF's nuke power plants combined with chilling t...
13 January 2022
TSMC announces record Capex
TSMC has published strong Q4-21 results, with growth in all reported endmarkets and especially in...
06 January 2022
Carrefour: Up for grabs, again?
Carrefour has become flavour of the season as M&A news is recurring for this French groc...
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