Alpha Equity

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Thought Leadership

19SEP 2019

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.

2019

SEPTEMBER

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.

02SEP 2019

Markets

How will global disruption affect small cap stocks?

Investors are increasingly being drawn to smaller companies due to their ability to navigate the growing theme of disruption.

JULY

25JUL 2019

Markets

European equities: which style has been in vogue this year?

European shares made a strong advance in the first half of 2019, but the gains were not evenly spread across the market.

24JUL 2019

Markets

Why we're at a tipping point for clean energy

Renewable energy has been around for a while but there are now three drivers working together to speed up the transition away from fossil fuels.

22JUL 2019

Watch and Listen

Three themes driving energy transition

In this short video Mark Lacey, Head of Commodities, reveals three drivers behind the energy sector’s transition to renewables.

17JUL 2019

Markets

Stranger Things vs Mickey Mouse: How the media old guard is adapting to disruption

Everyone’s focused on the new kids on the block like Netflix and Amazon Prime Video, but don’t underestimate the ability of the established order such as Walt Disney to adapt and thrive.

17JUL 2019

Markets

Stranger Things vs Mickey Mouse: How the media old guard is adapting to disruption

Everyone’s focused on the new kids on the block like Netflix and Amazon Prime Video, but don’t underestimate the ability of the established order such as Walt Disney to adapt and thrive.