Subscribe
Phil Oakley runs the rule over two companies in the Alpha income portfolio
Updates to our quality shares watchlist for the new year
Domestic valuations are still cheap against global markets
Government intervention in American industry has been a key theme this year
Shareholders shouldn鈥檛 rest on their laurels after the Budget
Dire productivity is down to the last 16 years of policy
As Scotland unveils debt plans, UK gilts sell off on pre-Budget uncertainty
Microsoft and Capital One are two of the US stock market鈥檚 winners and retain optimism.
There are attractive sector opportunities but don鈥檛 take IRR at face value
Diversification and short-duration bonds can protect against downside risks from Budget uncertainty
