Buying into quality pays
AlphaValue has maintained over the last 6 years aBuy & Holdlist of 25 names which has c...
ECB’s temporary capital relief implications
The ECB’s temporary capital relief illustrates perfectly the philosophy of the new bail-in regime. As ...
European Property: Historic reset on track?
2020 should be at least equivalent to the severe 2009.Macros deriving from Coronavirus will destabil...
Pharmas, beyond expected
After a near 6% gain last week, the Pharma sector is actually in positive territory ytd. While the sear...
Renewables in times of economic downturn
As economic activity is sluggish, demand for electricity has fallen by about 15% in Europe, leading to...
Over-ambitious markets
Of course, markets buy the direction of travel rather than the underlying assets and their spot valua...