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18 September 2026
Ferrari-Exor-Hermes
Ferrari beats both its parent Exor and fellow scarcity play Hermès: cheaper valuations elsewhere aren't enough to reverse the trade — Modena tops Turin and Paris.
18 September 2026
Nestlé
Alphavalue Morning Market Tip
Russian assets seized; Negative X read for Buzzi.
10 September 2026
Entente put to the 10Y test
Over ten years, UK corporates beat their French peers on 7 of 13 paired comparisons in euros - and ...
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04 September 2026
Defence Stumbles
European defence stocks are lagging the market as budget constraints and fast-shifting threats clou...
27 August 2026
Long Rates Vs. Utilities-Like Assets
Peaking long rates are hitting Utilities and Infrastructure stocks — hardest where balance sheets are ...
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20 August 2026
Speculative Drought Wins
Europe's 2026 droughts are a systemic hit to growth, but a handful of names turn heat and scar...
13 August 2026
Capgemini's AI services are actually there
Capgemini is quietly turning the page on two decades of offshore labour arbitrage. We think the mar...
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