Alpha Equity

18JUN 2019

Markets

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

Markets

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

Markets

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.

21MAY 2019

Markets

Three reasons why the UK stock market looks compelling

UK equities are unloved, undervalued and high yielding; an ideal scenario for stock pickers.

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.

FEBRUARY

26FEB 2019

Markets

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.