Alpha Portfolio Service Brochure
Potentially a ‘once in a lifetime’ event The UK stock market is hugely out of favour reflecting a number of factors including Brexit, the economic impact of Covid-19 and its higher exposure to sectors with a more cyclical bias. These have left the index trading near a multi-decade valuation discount when compared to global peers. […]
Snap! Theresa May must have been studying recent polling data with the Conservative Party on 42% and the Labour Party on 27%. This fact, together with attempted opposition party meddling in her Brexit negotiation process, has forced her to ‘call their hand’, with a snap general election on June 8th. Sterling has perked up on […]
We have pleasure in providing you with our investment insights for 2017.
The most highly anticipated message from our ‘new’ administration has come and gone. Was it a statement or a budget? Did it reassure or confuse? Are you feeling over or underwhelmed?
How have the markets reacted to President Trump?
UK Technology Company and FTSE constituent ARM Holdings is being taken over in a record breaking £24bn deal.
If a week is a long time in politics I would suggest that the last 24 hours must have felt like an eternity for Andrea Leadsom.
The current in/out debate, reminds us of the old song ‘doing the Hokey Cokey’.
In, out, in, out, you shake it all about….
‘Acknowledging the risks but mindful of the opportunities’
A review of the last six months and the prospects and outlook for the remainder of 2015
We have recently received a number of approaches enquiring about the recent moves in the fixed interest market and for our take on things.
Successful investing for 2015
Events during the quarter focussed investor attention very much on the emerging markets, with a number of these countries seeing some quite profound volatility within their financial markets.
As 2014 commences it appears that the foundations may now be in place for a more robust global economic backdrop.
Many of the challenges present at the start of last year still linger and represent investment hurdles that we need to be conscious of when looking forward today.
© Alpha Portfolio Management 2022. All Rights Reserved
Site by Lookhappy