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Green transition. Measuring the impact on balance sheets
Michele Calcaterra, Senior Lecturer of Enterpreneurial Finance in Sda Bocconi School of Management and Director of the REPAiR Lab, presents the results of the research project aimed at quantifying the impact of climate transition on Italian companies operating in various commodity sectors.
European Capital Markets: The Lost Decade and Draghi’s Wake-Up Call
European stock markets are thriving, but this is not necessarily a sign of a broader positive trend. In fact, if politicians and bureaucrats fail to act, the Union could lose the historic opportunity to create the European capital market it so desperately needs, especially in light of the challenges posed by the "Three Ds"—deglobalization, demographics with declining birth rates, and decarbonization. ...
The EU roadmap towards nature credits: new opportunities for business and risks management
Currently, if you cut a tree, you get revenues from timber. In some cases, you can even get money when you replace it through “reforestation schemes”. If you keep it alive, allowing it to continue to capture carbon and keeping intact the larger forest ecosystem, you are not remunerated. This is what should change and what nature credits (or biodiversity credits) could make possible. Recently the ...
AI, the market, and the value of possible worlds
The high valuations of AI stocks are fueling debate over a possible new technology bubble. A few figures explain why. In 2026, Nvidia surpassed a market capitalization of $5 trillion, while the U.S. semiconductor sector posted gains of more than 100% over the past year. The U.S. market is trading at multiples that are very high by historical standards: the S&P 500’s Shiller P/E has risen above 40, ...