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09 April 2020
An anti-ESG transition, for better ESG
Since the beginning of the Coronavirus outbreak turned a pandemic, many parallels were drawn wit...
07 April 2020
Amber Capital in electoral campaign against Lagardère
Joseph Oughourlian, founder of Amber Capital and Olivier Fortesa, Managing Partner, held a meeti...
07 April 2020
Equity risk premium gravitational pull confirmed
Two weeks ago we could see the surge of the European equity risk premium at 8.3% (21-year aver...
06 April 2020
Do Banks Have to Pay the Bill?
The Covid-19 induced crisis is really unprecedented. Indeed, it does not follow the rationale of an ec...
03 April 2020
A snapshot 1 month into the Covid mess
We still hold the view that a second leg of price correction is likely, now that the extent of stimuli acr...
02 April 2020
Monitoring Credit Risk Downgrades
The Covid crisis puts listedissuers’ credit risk profile under pressure.AlphaValue has essentially com...
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