Aerospace : Entering a new paradigm
The COVID 19 epidemic is hitting the aviation industry, with an unprecedented violence and speed ...
French governance farce
We thought that French ‘capitalisme de copains’ would be part of an exotic past. The farce that a las...
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...