Alpha Portfolio Service Brochure
Alpha Publications
The Caspian Sea – Agreement, at Least on the Surface
20 August 2018Despite the term ‘sea’ being used in its name, the Caspian Sea is the world’s largest inland body of water and technically a salt water lake. Home to the sturgeon and producing between 80%-90% of the world’s caviar, the Caspian Sea is also highly-prized for its vast oil and gas reserves, estimated to be 50 […]
Debt by Another Name
13 August 2018Despite apparent close government oversight, the sudden collapse of Carillion last year was a surprise to them and sent shockwaves through the UK construction sector. This has led to calls for a review of the government’s policy on outsourcing of public services to the private sector. Unsurprisingly, Jeremy Corbyn reiterated that a Labour government would look […]
Under the Influence
6 August 2018Twice as many youngsters are believed to have applied to appear in ITV2 reality show Love Island as applied to attend Oxford and Cambridge Universities. A sad reflection on our country or the new reality of easy money to be made from social media? The winners Dani Dyer and Jack Fincham, besides picking up the […]
Hotting up
31 July 2018Those of us of a certain age might well have some fond memories of the golden summer of 1976. Whilst many of us enjoyed the endless days of summer sun, the country was actually in crisis, caught up in the worst drought for 250 years. This led to the appointment of Denis Howell […]
What a waste
23 July 2018Overnight the UK’s National Audit Office (NAO) has revealed that over half of the packaging reported as recycled, is actually being sent abroad to be ‘processed’. For decades, China was the world’s largest importer of waste — a status that many countries took for granted, However, from January this year in a surprise move, Beijing […]
Disruption Ahead
16 July 2018The Piccadilly line tube station in Enfield, North London, will be temporarily rebranded Gareth Southgate for 48 hours from Monday, Transport for London has today revealed. Now onto other notable disruptions this morning… Some traditional business models, that have existed for many years, are now under threat from a new age of internet- based disruptors. […]
A Taxing Challenge
9 July 2018As the UK swelters in a heatwave and the nation’s thoughts turn to Moscow, lets ponder a taxing question. The International Energy Agency (IEA) recently published a report examining the growth of electric vehicles and the repercussions for the oil market. This included looking at the possible impact on the tax revenue of governments globally […]
Cashless High Street
2 July 2018Our banks and building societies are closing branches at an alarming rate as they seek to reduce costs in the face of changes in consumer banking trends. Last month, Royal Bank of Scotland announced it was to close a further 162 branches bringing the total planned closures so far in 2018 to approximately 800. Half […]
Summer C Oh2 Crisis
25 June 2018A pan European shortage of CO2 could take the fizz out of our summer celebrations. At least five producers in northern Europe are reportedly closed due to a combination of technical failures and planned repairs causing the worst supply situation to hit the European CO2 business in decades. Carbon dioxide is actually a by-product of […]
A Game of Two Halves
18 June 2018Just in case you hadn’t noticed, the World Cup is underway, which made us think. Investing can be a bit like a football match. Why? Well, it’s the result that matters, but often it can be ‘a game of two halves’. These days, more companies are issuing trading updates to keep investors up to speed […]
Vanilla Ice
11 June 2018The term ‘vanilla’ when investing, typically describes a simplistic or basic version of a financial instrument, not exotic or with leverage for those seeking extra spice. Talking of spices, saffron is more valuable than gold. Vanilla, due to the difficulty in cultivating the delicate vanilla orchid flower, is now as expensive as silver. Madagascar, which […]
Lightning Strike
4 June 2018The spring Bank Holiday weekend saw thunderstorms and torrential rain sweeping across parts of Britain, with dramatic lightning flashes across the sky. Around 15,000 lightning strikes were recorded in the early hours of Saturday morning. This week we expect more lightning. However, this is the long-awaited arrival of the first £100m new ‘game changer’ F-35 […]
Bright Sparks
29 May 2018Napoleon famously described us as a nation of shopkeepers. However, Britain is rapidly becoming an island of inventors and entrepreneurs. London is Europe’s leading start-up economy, despite the uncertainty around Brexit. Encouragingly, according to a recent research report small business survival rates are over 90% after one year of trading, although after five years just […]
Four Candles or Fork Handles?
21 May 2018Technological change seems to be moving at an even faster pace these days and where America leads the rest of the world tends to follow. The Federal Aviation Authority (FAA) has previously had extremely tight rules on the use of drones but has selected ten commercial drone projects to test new ways for unmanned […]
Death of the Nile
14 May 2018Oil recently hit a 3-year high as tensions in the Middle East have escalated and President Trump has pulled out of the Iranian nuclear deal. However, this has distracted attention from elsewhere in the resource rich region. A major geopolitical crisis involving Egypt, Ethiopia and Sudan has erupted over who controls the Nile, the world’s […]
Smart Applications
8 May 2018Car workers at BMW in Germany are wearing ‘smart’ gloves that can scan objects when they put their thumb and forefinger together and the data is sent wirelessly to a central computer. The smart gloves have replaced hand-held barcode readers and allows the workers to keep hold of items with both hands speeding up the […]
Living Like Sardines
30 April 2018A recent study by structural warranty provider, LABC Warranty, has revealed that over a 50-year period new houses built in the UK have been shrinking in size. Along with the size, the number of houses has diminished, as regulations and guidelines for new housing developments have increased. The analysis concluded that house sizes are smaller […]
Gravity
23 April 2018The 2013 multi-Oscar winning film ‘Gravity’, featured two American astronauts attempting to return to Earth after the mid-orbit destruction of their shuttle by space debris. After 60-years of space exploration the Earth’s atmosphere has a mass of debris, ranging from old rocket bodies and defunct spacecraft to screws and even flecks of paint. The average […]
Top Trumps
16 April 2018Top Trumps may be fondly remembered from its original heyday in the playgrounds of the 1970’s and 1980’s. In the digital era, how has the game ensured its longevity? It appears to have attracted young players by offering a broad range of popular subjects from volcanoes and dinosaurs to bugs and predators. It has further […]
CoD – Call of Duty
9 April 2018The Department for Environment, Food and Rural Affairs (Defra) is responsible for environmental protection and food production – covering both agriculture and fishing. Defra covers arguably the two most nationally sensitive and certainly well publicised links between the UK and the EU, the Common Agricultural Policy and the Common Fisheries Policy. Defra also oversees £3bn […]
Made in Britain
3 April 2018‘Rules of Origin’ might sound like the sequel to ‘Game of Thrones’ but with under a year to go to the Brexit Article 50 deadline could prove significant. It is effectively how you define where a product comes from and whether we can say ‘Made in Britain’. For some industries, this could prove quite a […]
Trade War, What is it Good For?
26 March 2018Absolutely Nothing! The global economy is growing nicely. Having done their job, central banks are starting to withdraw previous stimulus measures and some have embarked on the longer-term path to normalising interest rates. Central banks have to manage inflation, but not choke off growth, given the high level of global debt. Their challenge has suddenly […]
A Toxic Atmosphere
19 March 2018MPs have demanded an end to the UK’s ‘poisonous air’ in an unprecedented report from four Commons Committees. The Environment, Health, Transport and Environment Audit Committees want a new Clean Air Act along with a clean air fund financed by the transport industry. The Society of Motor Manufacturers and Traders have responded, by saying that […]
Bring on the Clowns
12 March 2018US President Donald Trump is in the eye of a storm – ‘Stormy’ Daniels. However, it’s not just the US ‘actress’ that is stormy or that Donald Trump is provoking a legal fight with. In a calculated move, Trump has raised the spectre of a trade war by implementing a 25% tariff on steel imports […]
Donald, the Pest from the West
5 March 2018Emma and the ‘Beast from the East’ caused havoc across most parts of the UK. On one hand it has seen great community spirit with 4×4 drivers taking nurses to hospitals and people handing out hot drinks and food to drivers stranded in their cars. On the other hand, despite the herculean efforts of gritting […]
A Taste of Things to Come?
26 February 2018#Chickengate A lack of chickens is a serious issue for a company whose business model relies on selling fried chicken! Delivery problems meant that at the peak of the chicken crisis, more than 600 KFC outlets were forced to close last week, while others offered a reduced menu or shortened hours. KFC recently switched its […]
Political Own Goals
19 February 2018As the FA sells off the latest batch of broadcasting rights to Premier League matches, we look at the politics of business. In the UK, there is still a chance that divisions within the Conservative party could lead to another leadership contest. Would this in turn lead to another general election? In its shift to […]
An American Dream or an 8th Wonder?
12 February 2018If Trump manages the US economy like his former Atlantic Casino, then, then we all have a problem. Last year, Channel 4 aired a critical 4-part documentary about Donald Trump’s life. In summary, a ‘story of audacious deals, enormous gambles, catastrophic misjudgements, wives, mistresses, ego, dynastic ambitions, politics and celebrity’. This included the collapse of […]
RIP RPI?
5 February 2018‘There are three kinds of lies: lies, damned lies and statistics’. In the UK, the Office for National Statistics (ONS) has recently admitted it had made mistakes in the way it had measured the telecoms sector between 2010 and 2015. The Deputy Chief Economist for the ONS, highlighted just how far the current statistics could […]
A Clear and Present Danger
29 January 2018The world remains a dangerous place with ongoing geo-political tension in the Korean peninsula and fighting in many parts of the Middle East. In addition, there is China’s build-up in the South China Sea disturbing smaller neighbours and Russian military training exercises making former eastern-bloc countries increasingly uneasy. Increased Russian spy plane and submarine activity […]
Turning the Tide on Plastic
22 January 2018New York City has filed a lawsuit against five major oil companies – BP, Chevron, ConocoPhillips, Exxon Mobil and Royal Dutch Shell – to recoup money spent on protecting the City from the effect of climate change. The suit requests a judgement to determine, the current and future costs incurred by the city and what […]
Pushing Buttons
15 January 20182018 looks as it is starting where 2017 ended, with President Donald Trump pushing the buttons. Cancelling his high-profile visit to London, a suggested pay off to an ‘adult entertainer’, defending racist accusations, and of course tweets about North Korea’s leader Kim Jong Un. Trump has tweeted ‘Will someone from his depleted and food starved regime please inform him that I too have a Nuclear Button, but it is a much bigger and more powerful one than his, and my Button works’. Latterly, North Korea has agreed to send a delegation to the 2018 Winter Olympics in South Korea, in February. The North and South have also agreed to hold military talks to defuse border tension.
2018…. What Does the Future Hold?
8 January 20182018 will see some important milestones, most notably the 100th anniversary of end of the Great War. In addition, for the UK, it will be the 70th anniversary of the foundation of the NHS. In the field of entertainment, it will mark Led Zeppelin’s 50th anniversary. In sport, 2018 will see the Winter Olympic Games […]
Reindeer, Gorillas & Unicorns
18 December 2017With the festive season finally here, retailers have revealed the top selling toys. The biggest seller this Christmas appears to be unicorns! This could well be due to the success of the 3D computer-animated comedy film series Despicable Me. Why is a unicorn special? Well, ‘it’s so fluffy’.
50,000 Shades of Debt
11 December 2017The University of Bristol has submitted an outline planning application for its new £300m city centre campus which will transform the landmark seven-acre site next to Bristol Temple Meads railway station. The campus will include a new £43m Quantum Technologies Information Centre as well as an innovation hub based on the successful Engine Shed, with the aim of helping more start-up businesses. When opened in 2021, some 3,500 students will be catered for initially with teaching and research focused on digital technologies.
Anti Social Behaviour
4 December 2017Most of us might be surprised to learn that Tencent, a Chinese technology company, recently surpassed sector behemoth, Facebook in market capitalisation terms, making it the world’s most valuable social media company. Passing $500bn mark, it is the first Chinese technology company to join an elite group dominated by the US internet businesses. Tencent is not only bigger than any FTSE 100 constituent, it is actually larger than the top three index constituents – combined.
Making Tracks
27 November 2017Investing in our transport infrastructure is vital to the UK to attract inward investment and compete in the world following Brexit. In case you haven’t noticed, ‘we have one of the most reliable railways in Europe’*. However, passenger numbers have doubled over the last 20 years and the rail network is currently creaking. To compound matters, passenger numbers are forecast to double again, over the next 25 years.
*Source: Network Rail
A Blue Planet, but for how long?
20 November 2017Blue Planet II is a reminder (if we needed one) of how precious our oceans are. It is captivating viewing, but a reminder that water is a precious commodity and that we need a greater global commitment on pollution – notably plastics. In the UK, every person uses approximately 150 litres of water a day. If you take into account the water that is needed to produce the food and products you consume or use in your day-to-day life, known as embedded water, we actually consume a staggering 3,400 litres – per day.
Magic Island Maker
13 November 2017China has launched a new dredging ship capable of creating islands, such as those Beijing has already built in the disputed South China Sea. The ‘Tian Kun Hao’ has been dubbed the ‘magic island maker’ by Chinese state media. According to the designers, it is the largest dredger in Asia and can dig 6,000 cubic metres an hour, the equivalent of three standard swimming pools from 35 metres below the surface of the sea. China’s Belt and Road initiative is seeking to revive Silk Road trade routes, linking China with Africa and Europe. This includes developing a number of ports in the Indian Ocean and the Middle East and the ‘Tian Kun Hao’ could be used in deep water port construction.
Fourth Industrial Revolution
6 November 2017We are on the brink of a fourth industrial revolution or 4IR, bringing together the benefits of robotics, 3D printing and artificial intelligence. Siemens UK, Rolls Royce, GKN, IBM and other manufacturers along with academics from the universities of Cambridge and Newcastle have produced a report to help the government’s industrial strategy plans.
A New Age of Piracy?
30 October 2017The International Maritime Bureau (IMB) has reported a total of 121 recorded incidents of maritime piracy and robbery in the year-to-date. At present, pirates seem to be very active in the Gulf of Aden and Indian ocean, off the Somali coast, and in the strait of Malacca. However, could shipping be facing an even greater threat from ‘cyber piracy’ given the increasing use of computers in shipping control and navigation?
Is Tax to Become a Generation Game?
23 October 2017With only a month to go to the Budget, embattled Chancellor Philip Hammond is apparently planning to promote ‘intergenerational fairness’. Tax breaks could be offered to the newly influential younger generation, paid for by cutting reliefs for older and better off workers. Risking the wrath of the Party, the policy, which has been dubbed ‘tax on age’, could prove controversial as it is likely to target voters who typically might be expected to vote Conservative and would follow the poorly thought through ‘dementia tax’, that contributed to the disastrous election result. A cut in pension tax relief has latterly been mooted. This does highlight the challenge for politicians to address the gulf between older and younger voters that emerged during the EU referendum and General Election.
In the Eye of a Storm
16 October 2017As we sit here reading about Ophelia, 30 years on from the great storm of ’87, Theresa May is heading off to Brussels in an attempt to resolve a Brexit deadlock. If only all her troubles could be resolved so easily. Our accident-prone PM is limping along, but has found herself in the eye of a storm – of her own making. Having botched a general election that she did not need to call, her popularity has plummeted, unfortunately she also fluffed her key party conference speech, due to a coughing fit and fell ‘victim’ to a prankster with a P45. On the face of it, Cabinet ministers have rallied around her, for now. Surely, the Conservative Party does not have the appetite for another leadership contest? More likely, in the midst of a power vacuum, who sees themselves as a unifying leader? Is it time for bungling Boris Johnson to make a move?
Don’t Bank On It
9 October 2017Europe’s largest carmakers have more than doubled the amount of lending on their Balance Sheets since the financial crisis with the growing use of credit in car sales. Volkswagen, BMW, Daimler and Renault are estimated to have €400bn of exposure to loans and leases to support car sales by providing attractive lending options to customers. The finance arms of the car manufacturers, many of which have banking licences, fund their lending through deposits and corporate bond issuance as well as complex securitisation, where loans are packaged up and sold to investors. Remind anyone of an earlier credit bubble?
Putting the Wind up Nuclear
2 October 2017The economic case for renewable energy in the UK has recently been given a boost as an auction to provide electricity from offshore wind farms proved cheaper than nuclear power for the first time. The price of electricity guaranteed to developers of new offshore wind power farms for 2022-23 has dropped to £57.50 per megawatt hour. The latest strike price for offshore wind, which is guaranteed for 15 years and rises with inflation, is substantially lower than the £92.50 per megawatt hour for the new Hinkley Point C nuclear plant, which is also inflation linked and has been secured for 35 years.
I’d Like to Teach the World to Sing (in Perfect Harmony)*
25 September 2017The world remains a dangerous place and besides the ever- present terror threat, there is ongoing military tension with North Korea continuing to launch missiles and ongoing unease between Ukraine and Russia. Sanctions have been imposed on Russia, whose submarine and aircraft patrol activity seems to be as high as that seen during the Cold War. In the Pacific, China is turning into a major naval power to rival the US navy and is already in dispute with a number of neighbouring countries over the Spratly Islands.
Bye-Bye PPI
18 September 2017The UK’s financial services regulator, the FCA, have enlisted the help of Hollywood legend and former Governor of the California, Arnold Schwarzenegger to draw the public’s attention to the ending of the PPI miss-selling claims – August 2019. Featuring an animatronic model head of Arnie, somewhat reminiscent of his acting roles, this is the latest in the annoying PPI related adverts that we have suffered over the years. Interestingly the eye-catching £42m bill is being met by the 18 institutions with the most PPI complaints.
It’s an Ill Wind
11 September 2017When it comes to the causes of hurricanes such as Harvey and Irma, climate change is not a smoking gun. However, according to the Clausius-Clapeyron equation, a hotter atmosphere holds more moisture. For every degree in warming, the atmosphere can hold 7% more water. This tends to make rainfall events more extreme when they occur. The waters of the Gulf of Mexico are currently estimated to be about 1.5 degrees warmer than between 1980-2010 according to the Grantham Institute for Climate Change.
Premier Stars
4 September 2017One thing that caught our attention over the summer was the record amount spent by Premier League clubs during the transfer window. According to data from Deloitte, the 20 clubs spent a record £1.2bn on players. Manchester United paid Everton an initial £75m for striker Romelu Lukaku, while Chelsea paid Real Madrid £70m for Alvaro Morata. Record broadcast, commercial and matchday revenues have enabled Premier league clubs to splash out on new talent.
Red Fire
29 August 2017Japan is reported to be preparing to repel an invasion. Given the latest news on missile tests many of you might suspect from North Korea, but the Japanese are actually preparing for an invasion from red fire ants. The South American invader has been found in shipping containers at a number of Japanese ports. Red […]
Binge TV
21 August 2017According to Ofcom, we are overdosing our TV viewing. However, technology is transforming how we watch our TV. Whilst we are spending less actual time watching live broadcasts, nearly 80% of us now makes use of catch up services like BBC iPlayer or streaming services such as Netflix. Watching our favourite programmes when it suits […]
Time to splash the cash?
14 August 2017Moody’s, the credit rating agency, estimates that non-financial US companies are holding record cash levels – over $1.8trillion in fact. This is about two-and-a-half times the level of cash held back in the financial crisis of 2008, unfortunately 70% of this amount is being held overseas. Technology companies such as Apple, Google owner Alphabet, […]
Real life Monopoly?
7 August 2017While we haven’t seen a giant silver top hat, an old boot or a Scottie dog on the streets of London, are foreign investors playing a real-life game of Monopoly in our capital city? A number of trophy buildings on London’s skyline are now either owned by foreign investors or have recently been acquired by […]
To Boldly Go…
31 July 2017As regular readers will observe, we love a good space themed story… Luxembourg’s asteroid mining law takes effect tomorrow. As a result, the first commercial mission to harvest mineral resources from asteroids could be launched within five years. Luxembourg’s government is working on a joint mission with two US space research companies, to prospect for […]
We Need More Power!
24 July 2017Fans of the original Star Trek TV series will fondly recall Scotty’s reply to Captain Kirk, whenever he ordered the engine room of the USS Enterprise to increase speed: ‘I can’t do it Captain. I don’t have the power!’ Could we all one day end up like the Enterprise? Energy production from coal-fired power stations […]
Game of Drones
17 July 2017This week in ‘Game of Drones’ we are revisiting a previous theme of Alpha Bites, drones and it just happens to coincide with one of our all-time favourite TV series. The battle for the seven kingdoms is about to reach its climax as the premier of the new and final series of Game of […]
Hot, hot, hot
10 July 2017It’s not just us Brits that are becoming obsessed with the heat. The recent record-breaking heatwave in the UK, which saw the hottest day since 1976, made us grateful for an air conditioned office. Air conditioning was invented by a young American engineer, Willis Carrier in 1902. By 1980, America was using half of […]
I-Spy
4 July 2017A British company has announced its intention to launch a new constellation of Earth observation satellites. Earth-i is planning to launch a prototype satellite later this year for testing, with the expectation of a further five platforms to follow in 2019. The satellites will deliver rapid high-resolution imagery of the planet in still and video […]
Rumble in the Jungle
26 June 2017When an 800-pound gorilla has you in its sights, it is time to be worried. Amazon.Com was founded in 1994, but by 2015 had already overtaken the largest US retailer Walmart by market value. It is currently the fourth most valuable public company in the world and largest internet company by revenue. It is the […]
Nuclear fallout
19 June 2017Three Mile Island, the power plant that was the site of America’s worst civil nuclear accident could be shut down in 2019 – 15 years before its operating licence expires. The planned closure is a sign of the increased competition from cheap gas-fired power generation as a result of the US shale oil and gas […]
Be Careful What You Wish For
13 June 2017Strong and Stable – a tag that will forever haunt PM Theresa May. Having called a snap general election on the mandate of a ‘strong and stable leadership’, Theresa May’s seemingly low-risk decision has spectacularly backfired, with her party failing to win a majority and leaving the country in political turmoil. A combination of policy […]
Cloudy with a chance of some sunshine
12 June 2017What a classic own goal! PM Theresa May undertook the gamble of an election to further increase her majority heading into Brexit negotiations and lost badly. The UK now has a ‘hung parliament’. Brexit talks are due to start on June 19th, but realistically nothing is likely to be addressed until after the German election […]
Mind The Gap
5 June 2017Politicians fighting for our votes later this week say they represent ‘ordinary hard working people’. With record numbers of people in work in the UK, we thought it was interesting to look at the current structure of the British workforce. About 30% are estimated to work in public administration, education and the health service. […]
Three Tenners
5 June 2017On 18th July, the Bank of England will mark the 200th anniversary of Jane Austen’s death, by unveiling the new £10 note featuring the renowned writer. The new polymer £10 note will be issued in September 2017. Oddly, in a digital age with the rise of electronic payment methods, the value of notes and coins in […]
Can additive manufacturing help us win the America’s Cup?
22 May 20173D or not 3D? (with apologies to Shakespeare). That is the question; many manufacturers are no doubt currently asking themselves. Additive manufacturing (AM) or 3D printing could be transformational for supply chains globally. AM appears to be on the cusp of moving from batch trial testing, into full-scale commercial production. 3D printing is progressing into […]
Brexit fallout
15 May 2017Work has finally commenced in Somerset on the construction of the Hinkley C nuclear power plant. The £20bn project, will be the UK’s first nuclear power station built since the 1990s. While nuclear power is seen by some as a potential ‘green’ energy solution to the problem of generating sufficient non-carbon power, it does generate […]
Burying your head in the sand
8 May 2017A historic weekend in France. Emmanuel Macron is their youngest leader since Napoleon. Local lad and renowned artist #Banksy, appears to have got the current political tone spot on, with his latest work on display in Dover. Talking of sand… Land makes up 29% of the earth’s surface, but of this about 33% is desert. […]
Mountains of wealth under the ocean
2 May 2017Tropic Seamount. No, not a hot favourite running tomorrow at Ascot, but an underwater mountain in the Atlantic Ocean, 300 miles from the Canary Islands, that is believed to contain rare earth minerals. The seamount is some 1,000 metres below sea level and has a thin coating of minerals across its surface. Samples recovered from […]
A greener shipping lane
24 April 2017Sulphur dioxide is produced during combustion of fossil fuels and is a toxic atmospheric pollutant. ‘Ultra-low sulphur’ diesel has been available for road vehicles for over a decade. New global pollution rules are due to come into force in 2020, requiring shipping companies to use fuel with significantly lower sulphur content. Shipping diesel can contain […]
Alpha Election Special!
19 April 2017Snap! 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 […]
The magnificent seven
18 April 2017No, not Yul Brynner or Steve McQueen, but Emma Walmsley and Alison Cooper. The FTSE 100 now has seven companies with a female chief executive officer (CEO). The seven companies are EasyJet, Imperial Brands, Royal Mail, Severn Trent, Kingfisher, Whitbread and GlaxoSmithKline. However, four of these are relatively recent appointments since 2014. Furthermore, women […]
Size matters!
10 April 2017MV Hammonia Grenada was built in 2010 at a cost of £37m. Some seven years later, it is the youngest ever container ship being sold for scrap, with an estimated price of just £4.4m. Why? The globalisation of trade and central bank low interest rate policy of recent years led the container shipping industry […]
Bittersweet
4 April 2017With the Brexit process now formally underway the Government is going to have its hands pretty full. Nonetheless, it still intends to press ahead with much of its existing UK legislation plans. One of these plans is the introduction of the Soft Drinks Industry Levy (Sugar tax or Levy) on soft drinks. The UK […]
Who is driving things?
27 March 2017No, not Brexit, but driverless cars. The introduction of autonomous vehicles has the potential to revolutionise urban transport and could be on the streets, as soon as 2020. US chip maker Intel has recently announced the $15bn takeover of Israeli sensor business Mobileye.
Are we missing the point?
20 March 2017China is sending rockets into space, manufacturing high-speed trains and many of the world’s leading electronic products. However, until now, there is one bit of engineering that has eluded China: the tip of the ballpoint pen! Chinese Premier Li Keqiang, while appearing on national television, complained about the country’s inability to produce their own, quality […]
Lovely Bubbly
13 March 2017The UK’s thirst for sparkling wine continues to grow. Indeed, UK drinkers of Prosecco, are estimated to drink more than two and a half times the amount the Italians consume! Some will no doubt cheer the triggering of Article 50 with a glass of bubbly. However, Brexit will come with a ‘sting in the […]
Slap, bang, wallop…
6 March 2017Are you a slapper, banger, walloper, shaker or squeezer? Admit it, whether its toothpaste, glue or sauce, we all like to get that last little bit out the bottom of the tube or bottle to get our money’s worth. However, no matter how much you try there always seems to be a small amount that […]
Feeling Battered?
27 February 2017Ever since ‘Marmite-gate’, caused a dispute between Unilever and Tesco in October last year, food prices have progressively risen and has been a key ingredient in building UK inflationary pressures in the UK.
Cornish Li
20 February 2017In the popular BBC series ‘Poldark,’ Ross Poldark tries to build his fortune on copper and tin mining in Cornwall. Sadly, for him he was potentially sitting on something that today is far more valuable, lithium (Li).
An anti-social order
13 February 2017Love him or loathe him, controversial US President, Donald Trump continues to dominate our media.
Just another brick in the wall
6 February 2017One of Donald Trump’s election ‘pledges’ was to build a wall between the US and Mexico, thereby provoking a major diplomatic spat with Mexico. Openly mocked at the time as shock politics, it is hardly surprising the arrival of President Trump has created market jitters. He can’t be so controversial, surely?
Who cares?
30 January 2017The annual ‘winter crisis’ in the NHS, has once again highlighted an underlying problem – the nation’s age demographics.
Sea power or ‘C’ power?
23 January 2017Last year, PM Theresa May gave the go ahead to the construction of the new Hinkley C nuclear power station. Now, plans for a £1.3bn tidal lagoon in Swansea Bay are to be backed in a government-commissioned review
Take it to the piggy bank
16 January 2017Those savers of a nervous disposition may need to buy a safe, larger mattress or perhaps start using a piggy bank!
Feeling a little bloated?
9 January 2017Britain is quite adventurous when it comes to eating and drinking, at least according to Waitrose. In its food trend predictions for 2017, Waitrose expects us to be drinking more ‘alternative’ waters based on demand last year for birch, bamboo and cactus water.
It’s a new dawn a new day
6 January 2017We have pleasure in providing you with our investment insights for 2017.
What a goal
19 December 2016China has a strategy to become a ‘world football superpower’ by 2050 with plans to get 50 million adults playing the game by 2020.
Food for thought
12 December 2016It’s getting towards that time of the year with many households beginning to panic over the most important meal of the year, the Christmas meal. An estimated 10 million turkeys will be eaten in the UK this Christmas.
In a bit of a squeeze?
5 December 2016Accident Exchange, which loans courtesy cars estimates that there has been a 35% rise in parking accidents since 2014. It estimates that the number of crashes and scratches incurred while parking is now costing UK insurers about £1.4bn a year. Parking-related incidents now account for 30% of all traffic accidents.
JAM tomorrow
28 November 2016When Theresa May became Prime Minister in July she pledged to do more to help families who are ‘Just About Managing’ (JAM). ‘If you’re from an ordinary working- class family, life is much harder than many people in Westminster realise’. ‘The government I lead will be driven not by the interests of the privileged few, but by yours’.
Alpha Bites Special – Episode IV – A New Hope
25 November 2016The 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?
The pound in your pocket
21 November 2016Forty-nine years ago, almost to the day, in 1967, Britain was in the grips of a financial crisis. On 18th November, the British government devalued the pound from $2.80 to $2.40.
Hold on tight – it’s going to be a ‘Trumpy’ ride!
14 November 2016Contrary to initial fears, equities initially reacted positively to Trump. Bond holders however, have taken some pain where extreme yield levels, give little margin for error
US Election Special
14 November 2016How have the markets reacted to President Trump?
Wasn’t Halloween last week?
7 November 2016US voters are facing an election day ‘trick or treat’. Nobody has known a US election campaign like this.
A dividend Bonanza?
4 November 2016Brexit – more twists and turns than a soap opera.
The Battle of Heathrow
31 October 2016As an island nation, the United Kingdom remains highly dependent on the free movement of goods. The Battle of the Atlantic was the longest continuous military campaign of World War II. The Axis powers sought to gain a strategic advantage by strangling Britain’s supplies. Over seventy years after the end of the War, air travel has transformed the ‘free’ movement of goods or cargo.
A tax by any other name
24 October 2016Rates are a tax on businesses. Broadly they are based on the rentable value of the commercial property in question, then adjusted by the ’multiplier’. In England, some 1.85m properties are affected by the current review.
Staring into the abyss
17 October 2016The Cretaceous period extinction event caused by an asteroid strike, in what is now the Gulf of Mexico some 65 million years ago, wiped out most of the dinosaurs. This is perhaps the most well- known mass extinction event but there are believed to have been five mass extinction events in earth’s history.
Hacked off?
10 October 2016Yahoo recently confirmed that user details for half a billion people, including names, passwords, email addresses, phone numbers and security questions were taken from the company’s network in 2014.
1 The Square,
Temple Quay,
Bristol BS1 6DG
Tel: 0117 203 3460
Email: info @ alpha-pm.co.uk
Full version
© Alpha Portfolio Management 2024. All Rights Reserved
Site by Lookhappy