Alpha Equity

Highlight

Economics

17JUL 2019

Stranger Things vs Mickey Mouse: How the media old guard is adapting to disruption

Everyone’s focused on the new kids on the block like Netflix and Amazon Prime Video, but don’t underestimate the ability of the established order such as Walt Disney to adapt and thrive.

2019

JULY

10JUL 2019

Economics

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.

08JUL 2019

Economics

Burning ambition: The price of tackling climate change

Europe wants to become a zero-emissions economy by 2050. To remain competitive, new green border taxes may be inevitable.

03JUL 2019

Economics

Five things every investor needs to know about disruption

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

JUNE

19JUN 2019

Economics

Are profits no longer required?

The number of loss-making US companies listing on the stock market is close to a record high. We ask two Schroders experts what this means for investors.

18JUN 2019

Economics

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.

12JUN 2019

Economics

Why growth stocks look vulnerable

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

MAY

22MAY 2019

Economics

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.