Alpha Equity

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Markets

04NOV 2019

Two lessons from the underperformance of alternative energy

Alternative energy stocks have significantly lagged the wider market over the last five years – what does this tell us about investing in the sector?

2019

OCTOBER

16OCT 2019

Economics

The "inescapable truths" one year on: what's changed?

A year ago we identified the disruptive and economic forces that we thought would shape the decade ahead for investors. These were our "inescapable truths". But do they still hold true?

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

Markets

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