Alpha Equity

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Markets

05DEC 2019

Outlook 2020: Asian equities

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

Markets

03DEC 2019

Markets

03DEC 2019

2019

DECEMBER

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

20NOV 2019

Investment Trusts

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

04NOV 2019

Markets

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?

OCTOBER

29OCT 2019

Markets

Will CO2 rules choke car industry profits?

Europe’s car industry needs to tackle the huge challenge posed by new emissions regulations. But for those who do, it’s a major opportunity.

17OCT 2019

Markets

Investment returns of 6% or 11%: who’s right?

Institutional investors accept a future of modest 6% per-year investment returns, but after a decade of surging asset prices from bonds to stocks, individual investors expect far more.