Alpha Equity

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Economics

07JUN 2018

UK M&A: what is driving the pick-up in activity?

There has been a marked increase in bids from overseas companies underlining the relative valuation opportunity offered by the UK equity market.

2018

MAY

15MAY 2018

Economics

Why supposedly "safe" sectors may be nothing of the sort

Many investors are attracted to the perceived stability of certain sectors. But safety stems from the price you pay, not the underlying dynamics of the businesses you buy.

11MAY 2018

Economics

How fintech is transforming the consumer experience

With fintech start-ups all the rage, we look at how these companies are disrupting the status quo of the payment and lending industry, and how we think the banks will react.

08MAY 2018

Economics

Why we expect a capex surge in Europe

Tightening capacity and recent underinvestment are among the factors pointing to a sustained increase in corporate spending.

APRIL

11APR 2018

Economics

Is the FTSE 250 overlooked and misunderstood?

At a time when pessimism towards UK equities is entrenched investors are overlooking the diversity and resilience of mid cap companies.

MARCH

28MAR 2018

Economics

Harnessing the information revolution

Modern fund managers are faced with a flood of data that can be analysed in ways unheard of 30 years ago. If they want to stay ahead of the game, they need to channel this deluge and harness its power to generate alpha in new ways.

21MAR 2018

Economics

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

Economics

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.