Alpha Equity

21MAR 2018

Markets

Why a stronger euro is no barrier to European profit growth

The improved pricing environment in Europe is one of several factors that can offset the headwind from a stronger currency.

20MAR 2018

Markets

US steel tariffs - more about political gains than US industrial renewal

We believe that President Trump’s import tariffs are more about galvanising political support than galvanised steel.

19MAR 2018

Markets

Why UK-focused stocks look their cheapest in a decade

Uncertainty around Brexit means UK shares have rarely been as unfashionable. The negativity may be overdone.

15MAR 2018

Thought Leadership

Is a pivotal change in the Chinese economy hiding in plain sight?

With China’s economy quietly entering a new era, there has arguably never been a more exciting time to be a stockpicker in Asia.

15MAR 2018

Markets

Is a pivotal change in the Chinese economy hiding in plain sight?

With China’s economy quietly entering a new era, there has arguably never been a more exciting time to be a stockpicker in Asia.

FEBRUARY

22FEB 2018

Markets

How does e-commerce stack up on emissions?

We look at how shopping online could help consumers reduce their carbon footprint.

21FEB 2018

Markets

The “Big Tech” backlash: How sustainable are Google, Facebook and Amazon?

The soaring scale, wealth and influence of the internet giants have led to growing scrutiny from society and regulators. Could their wings finally be clipped?

16FEB 2018

Markets

Disruption is everywhere, but so are the investment opportunities

Disruption is changing the face of a broad range of industries, but the incumbent companies which can adapt and evolve should not be overlooked by investors.

15FEB 2018

Markets

Where next for markets as Europe moves from recovery to expansion?

Can Europe’s economic momentum continue and how will tighter monetary policy affects investments?

JANUARY

31JAN 2018

Markets

European tech stocks: no FANGs but plenty of bite

Europe may lack well-known tech giants but its industrial heritage, combined with emerging technologies, should mean it is well-placed for the next wave of innovation.