Economics
05OCT 2018
Politics and portfolios: how investors are adapting to a new normal
Politics is moving markets like never before. So how are fund managers adjusting?
Alpha Equity
Highlight
2018
SEPTEMBER
27SEP 2018
Economics
What's on investors' minds, in eight polls
Voting at the Schroders Investment Conference in Venice last week revealed the views of 100 leading fund selectors from around the world on issues such as market risks, sustainability and interest rates.
AUGUST
24AUG 2018
Economics
The chart that highlights the eerie calm of the longest US bull market
This alternative chart of the record bull market shows why some investors might be getting complacent.
JUNE
26JUN 2018
Economics
"Malaysia Boleh?" (Can Malaysia do it?)
Following the recent election result, can Malaysia’s economic and stockmarket fortunes turn around or will the brain drain continue to hamper progress?
25JUN 2018
Economics
Where’s the value in value investing?
The past decade has been marked by several unique features that have turned the value style of investing on its head. Sean Markowicz explains why this abnormal trend may be coming to an end.
07JUN 2018
Economics
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.
MAY
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25MAY 2018
Economics
Uber is not killing car ownership (yet)
In five years, Uber has grown from techie trouble-maker to a global ride hailing giant. But our obsession with owning cars remains as strong as ever.
22MAY 2018
Economics
Why the oil & gas sector is energising investors
The recent rise in oil prices is not the only reason why the sector looks attractive.