AlphaValue maintains its cautious stance when it comes to tariff friction costs on both sides of the pond.
All of a sudden Telcos are as expensive as the broader market. This is news.
AlphaValue keeps on expressing its doubts about the direction of travel of the European car industry...
Still, it will take only a big-ish nat cat event to remind everyone of why reinsurers exist in the first place.
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L'Oréal cannot afford to let its mass market business slip one inch. It may not be glorious...
In short, Utilities are at the epicentre of multiple conflicts between stakeholders.