Alpha Equity

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Markets

13DEC 2019

Is the tide turning for emerging markets?

Most equities are set to finish 2019 with strong gains, but emerging markets are trailing behind. Is the scene set for a revival?

2019

DECEMBER

05DEC 2019

Markets

Outlook 2020: Asian equities

Stock selection will be increasingly important in Asia in 2020, with China offering the most exciting opportunities.

05DEC 2019

Markets

Outlook 2020: Japanese equities

We expect a return to a more normal market environment in which individual stock-specific factors are the primary driver of long-term stock price returns.

03DEC 2019

Markets

Outlook 2020: European equities

Stocks that are sensitive to the economic cycle may offer opportunities as investors start to focus on the recovery ahead.

03DEC 2019

Markets

Outlook 2020: US equities

The ongoing squeeze on profit margins will continue, with higher labour costs and the ongoing US-China trade war the main economic headwinds in 2020.

03DEC 2019

Markets

Outlook 2020: Global equities

Stock market volatility is likely to increase and stock selection will become more important, as global uncertainty continues and the US bull market shows early signs of exhaustion.

NOVEMBER

28NOV 2019

Markets

Two things to watch out for at COP25 (and why climate stocks could benefit)

With the US formally withdrawing from the Paris Agreement, we look at two more encouraging developments we expect from COP25 and why we’re optimistic about climate-engaged companies.

20NOV 2019

Markets

Who’s buying UK shares and what does it tell us?

High demand for UK-quoted companies from large and experienced buyers suggests other investors may be overlooking an opportunity