Alpha Equity

Highlight

Markets

17OCT 2019

Investment returns of 6% or 11%: who’s right?

Institutional investors accept a future of modest 6% per-year investment returns, but after a decade of surging asset prices from bonds to stocks, individual investors expect far more.

2019

OCTOBER

15OCT 2019

Markets

How damaging are the latest interest rate cuts for European banks?

We take a look at how low or negative interest rates affect the banking sector and explain why some banks are worse hit than others.

14OCT 2019

Markets

Disruption from climate change is only just beginning for investors

We are just at the beginning of a very long period in which climate change will have a significant, and increasing, effect on markets. New research suggests investors are not ready.

SEPTEMBER

26SEP 2019

Markets

Could WeWork disrupt offices like Amazon disrupted shopping?

WeWork’s prospects as an investment may be precarious, but its impact on working culture could be comparable to Amazon’s impact on shopping.

19SEP 2019

Thought Leadership

How do you invest in the global energy transition?

Over the next 30 years, the world’s energy system will shift from one based on fossil fuels to one dominated by renewable electricity. We examine the investment opportunity.

18SEP 2019

Markets

Has value investing been disrupted?

A disrupted company can still be a good investment if the price is low enough.

18SEP 2019

Markets

Why as an investor I’m looking through Brexit fears

Market participants would do well to keep sight of the bigger picture as they navigate the UK equity market

17SEP 2019

Markets

Can we avoid an energy crunch?

Huge investment is needed if we are to meet climate targets while still keeping the lights on. This creates opportunities for investors.