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22 June 2022
The week to 17-06 was another one of blood-letting (c. -5% for European & US equities) a...
30 May 2022
HSBC's overdone fears
HSBC has been in damage-control mode since its head of responsible investing stated that the clim...
02 May 2022
Much ado about nothing
The long-lasting battle for control over Generali has finally come to an end. The current CEO Philipp...
28 March 2022
Generali: a farce
Last friday, conference held by Mr Francesco Gaetano Caltagirone (not initiated by Generali) took pl...
21 March 2022
Two instances where independent research makes the difference
It is a fact that subscription-based research delivers a service where brokers capitulate.Consider 2...
17 March 2022
The hidden cost of cross-subsidized equity research
The MifidII directive, which came into force at the beginning of 2018, aims to reduce conflicts of inter...