Alpha Equity

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Multi-Asset

17OCT 2019

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.

2019

OCTOBER

14OCT 2019

Equities

Disruption from climate change is only just beginning for investors

We are just at the beginning of a very long period in which climate change will have a significant, and increasing, effect on markets. New research suggests investors are not ready.

SEPTEMBER

26SEP 2019

Equities

Could WeWork disrupt offices like Amazon disrupted shopping?

WeWork’s prospects as an investment may be precarious, but its impact on working culture could be comparable to Amazon’s impact on shopping.

18SEP 2019

Equities

Has value investing been disrupted?

A disrupted company can still be a good investment if the price is low enough.

18SEP 2019

Equities

Why as an investor I’m looking through Brexit fears

Market participants would do well to keep sight of the bigger picture as they navigate the UK equity market

17SEP 2019

Equities

Can we avoid an energy crunch?

Huge investment is needed if we are to meet climate targets while still keeping the lights on. This creates opportunities for investors.

02SEP 2019

Equities

How will global disruption affect small cap stocks?

Investors are increasingly being drawn to smaller companies due to their ability to navigate the growing theme of disruption.

AUGUST

28AUG 2019

Equities

Will electric cars create shocking losses or supercharge profits?

Many investors are worried that the switch to electric could hurt the profits of car-makers. Few have considered how the industry may stand to benefit.