European equities are still trading at 18.6x
Whether a Spac, Bitcoin, Ark’s ETFs or collecting art, all assets are in sync with Central Banks’ sign...
ESG aka Quality
Recent joint research by Scientific Beta and Edhec Research Institute concludes that the ESG outpe...
Big oils deflate, again
Yet another disconnect betweenBrent and Oil stocksseems to be in progress. The Brent bulls are re...
Distracted Astrazeneca, only for now though
Unlike most Big Pharmas – which had a tough time post the COVID-19 outbreak, AstraZeneca witne...
Where has the ESG money gone?
Inflows into ESG-stamped European ETFs trebled last year and overtook those of ‘ordinary’ ETFs ov...
Too big
Back in 2006,LVMH was the 70th largest contributor in earnings terms (€1.8bn) to the AlphaValue c...