Alpha Equity

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Markets

12JUN 2019

Why growth stocks look vulnerable

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

2019

MAY

14MAY 2019

Markets

Netflix, Spotify, Airbnb: how investors might approach the modern breed of companies

Not all network-building platforms are created equal; investors should beware that their business models vary wildly in terms of their viability.

APRIL

29APR 2019

Markets

Two common errors that investors make…and how to overcome them

Compounding and portfolio rebalancing could have helped investors overcome emotional urges during a turbulent six months for stock markets. Duncan Lamont explains.

MARCH

26MAR 2019

Markets

Death of the High Street? Why we’re still backing UK retail

If you want to gain an investment edge with UK retail stocks then its imperative to look beyond the headlines.

18MAR 2019

Markets

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.

15MAR 2019

Thought Leadership

Harnessing the data science revolution

A mass of new information types, combined with new methods of analysis is giving investors the tools to enhance long-term performance.

FEBRUARY

26FEB 2019

Thought Leadership

The unforeseen consequences of alternative equity index ETFs

Exchange-traded funds (ETFs) have democratised alternative approaches to passive equity investing. However, the shift in investor preference for alternative index strategies over broad market strategies may be storing up trouble.

20FEB 2019

Markets

Are investors too pessimistic on European shares?

Some European markets seem priced for recession but economists still forecast growth for the region in 2019.