Alex Tedder

Head and CIO of Global and US Equities

Highlight

Markets

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

11JUL 2019

Markets

Up in smoke: tobacco firms feel burn of disruption

Few industries are seeing as much disruption to the old order as tobacco. What does this mean for investors?

03JUL 2019

Markets

Five things every investor needs to know about disruption

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

2018

DECEMBER

05DEC 2018

Markets

Outlook 2019: Global equities

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

2017

DECEMBER

07DEC 2017

Markets

Outlook 2018: US equities

US equities continue to look fundamentally supported, but investors must be aware that risks are more complicated, and more numerous, than weaker economic growth.

04DEC 2017

Markets

Outlook 2018: Global equities

The coming year is likely to be a positive for one for global equities but there are risks, and with valuations at relative highs there is little margin for investor error.

2016

DECEMBER

06DEC 2016

Markets

Outlook 2017: Global equities

In what is likely to be a volatile 2017 for markets, there should be plenty of opportunities for global stockpickers as the cyclical upswing continues.

NOVEMBER

09NOV 2016

Markets

Trump election victory: the view from our equities teams

Following Donald Trump’s presidential election triumph, we round up the responses of our equities desks.