Alpha Equity

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Managers' views

16OCT 2019

Has value investing been disrupted?

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

2019

SEPTEMBER

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.

JULY

22JUL 2019

Managers' views

Up in smoke: tobacco firms feel burn of disruption

Few industries are seeing as much disruption to the old order as tobacco. What does this mean for investors?

16JUL 2019

Managers' views

Five things every investor needs to know about disruption

Disruption is affecting all aspects of our lives. But why should investors care?

JUNE

28JUN 2019

Managers' views

Why growth stocks look vulnerable

The divergence between growth and value parts of the market has been extreme and could be due a turnaround.

27JUN 2019

Managers' views

Is the financials sector priced for disruption?

Low interest rates are one reason why the financials sector is lowly valued, and the prospect of disruption may be another.

04JUN 2019

Managers' views

The power of disruption and what it means for Asia

The massive disruption seen in US retail is a useful reminder to Asian investors of what the future may hold.