Alpha Equity

Highlight

Economics

15MAY 2018

Why supposedly "safe" sectors may be nothing of the sort

Many investors are attracted to the perceived stability of certain sectors. But safety stems from the price you pay, not the underlying dynamics of the businesses you buy.

2018

APRIL

11APR 2018

Economics

Is the FTSE 250 overlooked and misunderstood?

At a time when pessimism towards UK equities is entrenched investors are overlooking the diversity and resilience of mid cap companies.

MARCH

28MAR 2018

Economics

Harnessing the information revolution

Modern fund managers are faced with a flood of data that can be analysed in ways unheard of 30 years ago. If they want to stay ahead of the game, they need to channel this deluge and harness its power to generate alpha in new ways.

21MAR 2018

Economics

Why a stronger euro is no barrier to European profit growth

The improved pricing environment in Europe is one of several factors that can offset the headwind from a stronger currency.

20MAR 2018

Economics

US steel tariffs - more about political gains than US industrial renewal

We believe that President Trump’s import tariffs are more about galvanising political support than galvanised steel.

19MAR 2018

Economics

Why UK-focused stocks look their cheapest in a decade

Uncertainty around Brexit means UK shares have rarely been as unfashionable. The negativity may be overdone.

FEBRUARY

22FEB 2018

Economics

How does e-commerce stack up on emissions?

We look at how shopping online could help consumers reduce their carbon footprint.

21FEB 2018

Economics

The “Big Tech” backlash: How sustainable are Google, Facebook and Amazon?

The soaring scale, wealth and influence of the internet giants have led to growing scrutiny from society and regulators. Could their wings finally be clipped?