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15 April 2020
Over-ambitious markets
Of course, markets buy the direction of travel rather than the underlying assets and their spot valua...
09 April 2020
An anti-ESG transition, for better ESG
Since the beginning of the Coronavirus outbreak turned a pandemic, many parallels were drawn wit...
07 April 2020
Amber Capital in electoral campaign against Lagardère
Joseph Oughourlian, founder of Amber Capital and Olivier Fortesa, Managing Partner, held a meeti...
07 April 2020
Equity risk premium gravitational pull confirmed
Two weeks ago we could see the surge of the European equity risk premium at 8.3% (21-year aver...
06 April 2020
Do Banks Have to Pay the Bill?
The Covid-19 induced crisis is really unprecedented. Indeed, it does not follow the rationale of an ec...
03 April 2020
A snapshot 1 month into the Covid mess
We still hold the view that a second leg of price correction is likely, now that the extent of stimuli acr...
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