Alpha Equity

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Economics

13DEC 2018

Outlook 2019: US equities

We believe that US earnings growth will slow in 2019, but we think the more challenging corporate environment may provide a rich backdrop for stockpickers.

Economics

06DEC 2018

Economics

06DEC 2018

2018

DECEMBER

05DEC 2018

Economics

Outlook 2019: Global equities

We are seeking out companies investing for change in 2019, while increasingly wary of those that have borrowed excessively.

NOVEMBER

22NOV 2018

Economics

Inescapable investment truths for the decade ahead

Our inescapable truths are the economic forces and disruptive forces we think will shape the investment landscape over the years to come.

13NOV 2018

Economics

Six reasons you should care about share buybacks

Share buybacks have fundamentally altered the investment landscape over recent years. This has long term consequences which investors need to be aware of.

OCTOBER

25OCT 2018

Economics

Market falls: cause for alarm or calm?

It’s been a torrid period for stock markets recently. We examine what’s been happening and find out why some investors think it could be a time of opportunity.

10OCT 2018

Economics

Politics and portfolios: how investors are adapting to a new normal

Politics is moving markets like never before. So how are fund managers adjusting?

05OCT 2018

Economics

Brexit: 23 answers to investors’ questions

There remains much uncertainty as negotiations between the UK and EU enter a crucial stage. Sue Noffke, UK equities fund manager, provides some clarity for investors.

03OCT 2018

Economics

Are short sellers ethical?

It’s a few of the practitioners, rather than the practice, of short selling that can be unethical.