Alpha Portfolio Management

Alpha Portfolio Management Alpha is an award winning bespoke portfolio manager. We offer clients bespoke investment solutions.

Is all well in Germany?Germany is now in its seventh year of economic stagnation.Once the backbone of its economy, the c...
25/08/2026

Is all well in Germany?

Germany is now in its seventh year of economic stagnation.

Once the backbone of its economy, the car industry is suffering from growing Chinese EV imports.



https://tinyurl.com/436h4t2v

UK Defence Unicorns 🦄Recent Ukrainian drone attacks on Moscow are believed to have included drones made in the UK.A new...
20/08/2026

UK Defence Unicorns 🦄

Recent Ukrainian drone attacks on Moscow are believed to have included drones made in the UK.

A new era of UK based defence unicorns.



https://tinyurl.com/yyhnt9sh

Foreign buyers are taking over UK quoted businesses at an alarming rate.M&A UK companies have received £44bn of ‘bear hu...
11/08/2026

Foreign buyers are taking over UK quoted businesses at an alarming rate.

M&A UK companies have received £44bn of ‘bear hug’ unsolicited offers so far in 2026.



https://tinyurl.com/bdf5xyxt

Middle East Nuclear Powder KegTrump signs a landmark nuclear agreement with Saudi Arabia.As if the Middle East was not a...
04/08/2026

Middle East Nuclear Powder Keg

Trump signs a landmark nuclear agreement with Saudi Arabia.

As if the Middle East was not already dangerous enough. Will it start a nuclear arms race?

https://tinyurl.com/3bmdf8bu

Moonshot AI translates to Dark Side of the Moon.Chinese AI disruptors are gaining ground in the US. Their AI models appe...
28/07/2026

Moonshot AI translates to Dark Side of the Moon.

Chinese AI disruptors are gaining ground in the US. Their AI models appear to be cheaper, open and intelligent.



https://tinyurl.com/42sz9az2

Russia's Fuel CrisisUkraine is successfully targeting Russia’s oil refineries, including Russia’s biggest oil refinery i...
21/07/2026

Russia's Fuel Crisis
Ukraine is successfully targeting Russia’s oil refineries, including Russia’s biggest oil refinery in Omsk.

Many Russian regions now have fuel restrictions. This is leading to growing public discontent.

https://tinyurl.com/5fcv4zka

Car finance mis-selling - stuck in a jamFresh legal challenges mean drivers who were mis-sold car finance will have to w...
14/07/2026

Car finance mis-selling - stuck in a jam

Fresh legal challenges mean drivers who were mis-sold car finance will have to wait until 2027 to receive compensation.

The final outcome remains unclear.

https://tinyurl.com/bddaezfh

DIP - Dithering in ParliamentThe overdue Defence Investment Plan targets an extra £15bn for UK defence.Short of what is ...
07/07/2026

DIP - Dithering in Parliament

The overdue Defence Investment Plan targets an extra £15bn for UK defence.

Short of what is required states former Defence Secretary John Healey.

Forecast to create a £4.7bn black hole for new PM Andy Burnham.



https://tinyurl.com/td4dx5b7

To EV or not EV…Sales of EVs are outselling UK petrol cars for the first time.Chinese brands now account for 30% of all ...
30/06/2026

To EV or not EV…

Sales of EVs are outselling UK petrol cars for the first time.

Chinese brands now account for 30% of all UK EV sales. Government courts Chinese car manufacturers to invest domestically.



https://tinyurl.com/y9nnahua

The AI ‘Gold Rush’ - picks and shovelsToday’s gold rush is being driven by the boom in AI and the massive investment by ...
23/06/2026

The AI ‘Gold Rush’ - picks and shovels

Today’s gold rush is being driven by the boom in AI and the massive investment by the American AI hyper-scalers in data centres.



https://tinyurl.com/2n37pudp

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BS16DG

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Thursday 8am - 4:45pm
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