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18 March 2021
Good governance, at your 2021 cost
We look again with a cynical eye at the gap between being right on the ESG front and meeting the fi...
16 March 2021
EU’s herd immunity bottlenecks 2.0
Concerns surrounding the EU’s COVID-19 vaccination campaign refuse to die down. With AstraZen...
16 March 2021
Norway vs Denmark
Looking at countries as a proxy to analyse equities has been out of fashion for a long while. We pe...
10 March 2021
Bloody green?
As 2021 develops, there may be plenty of ESG blood on the investment walls. 2020 was ESG conve...
02 March 2021
Sustainability not required
Sustainability scoring goes up with market caps. This is half a surprise (see plot chart) as the richer ...
02 March 2021
Rec Silicon, the PV Phoenix?
Last time we teased about REC Silicon, a simple company unhappily sitting in the cross-hairs...
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