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Two large-cap stocks with further to run

Phil Oakley reviews two companies making progress

Japan’s new economic dawn has mixed implications

Debt is expected to be a mere 235 per cent of GDP this year . . . 

Big Tech’s big week highlights risks and opportunities

Some AI valuations are worth it

Reasonable value stocks with a positive outlook

Some sectors get a bad reputation but companies can deliver for investors

Look beyond the ‘Granolas’ for European diversification

Small-cap shares offer an opportunity

Two US innovators with strong customer relationships

Some companies rely on government spending, while others need consumers to keep shopping.

What professional investors think about tariff and valuation risk

Risk appetite is back and several pockets of value exist in stock markets

Two richly valued shares that need forecast upgrades

Phil Oakley digs into the investment cases for a US healthcare business and British automotive marketplace

How to invest in a decaying stock market

Undervaluation in London continues to draw in the bidders

Scorching weather presents a contrarian investment option

The sell-off in the shares of a high-street favourite highlights a valuation opportunity