Alpha Equity

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Video Webcast

13NOV 2019

60 seconds on 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.

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Managers' views

01NOV 2019

2019

OCTOBER

25OCT 2019

Managers' views

Which stock markets are "cheap" entering the final quarter of 2019?

There are plenty of reasons why investors could justifiably feel pessimistic about the future, but stock market valuations are not one of them.

16OCT 2019

Managers' views

Has value investing been disrupted?

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

03OCT 2019

Managers' views

Six reasons global cities could save the world

Far from being a contributor to climate change, cities may actually provide the solution to tackling the world’s most pressing issue.

SEPTEMBER

25SEP 2019

Managers' views

Will electric cars create shocking losses or supercharge profits?

Many investors are worried that the switch to electric could hurt the profits of car-makers. Few have considered how the industry may stand to benefit.

20SEP 2019

Thought Leadership

Investing 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.

09SEP 2019

Managers' views

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.

AUGUST

06AUG 2019

Managers' views

What is “energy transition” and why does it matter to investors?

The switch to renewable energy is gathering pace and is likely to prove hugely disruptive.