Alpha Equity

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Economics

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

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.

15OCT 2019

Economics

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

Economics

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

Economics

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.

18SEP 2019

Economics

Has value investing been disrupted?

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

18SEP 2019

Economics

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

17SEP 2019

Economics

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.