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Phil Oakley delves into where the future growth will come from
Government building targets should be taken with a big pinch of salt
Bank of England offers limited respite for the embattled chancellor
A good index performance obscures wildly different health levels in key markets
Phil Oakley still sees value in Barclays but is cautious on Bank of America
Rising bond yields should be deciphered appropriately
Phil Oakley: one company’s cash position could warrant higher valuation, the other has high business risk
A balanced approach to energy investing is needed
The yellow metal is now an important strategic asset
Phil Oakley reviews two companies making progress