FEATURE:
In Europe and the US, more unconventional monetary policy looks a matter of when, not if. Previous bouts of 'QE' have led to big gains in certain asset classes and in certain areas of the stock market. We look at which ones, and examine whether a repeat of past outperformance is likely in future.
SEVEN DAYS:
■ All you need to know about investing in the past seven days: what's rising, what's falling and what's making the headlines.
NEWS:
■ The Olympic Games trading boost expected by leisure companies is threatening to be a flop, while major miners are starting to feel the squeeze of rising costs and falling commodity prices.
COMMENT:
Our columnists offer in-depth analysis and investment ideas:
■ No free lunch - John Kay's recommendations could herald a much-needed cultural shake-up.
■ Mr Bearbull - When the game changes.
■ Chris Dillow - The small debt threat.
YOUR MONEY:
Financial planning, tax and investment wisdom:
■ Portfolio - Going for gold.
■ Financial planning - Claim your full pension tax relief.
■ SmartMoney - Why our national piggy bank stinks.
SHARE TIPS OF THE WEEK:
■ This media group's shares have fallen because it's no longer a takeover target. But it is still a fine company.
■ A specialist lender that's nursed itself back to health and never had to cut its dividend.
■ Running down-market shopping centres needs lots of expertise but can be lucrative if you get it right.
■ A specialist, regulation-driven niche won't save this company from a downturn in Europe.
FUND TIP OF THE WEEK:
■ Most income investment trusts trade at premiums to their net assets. But this newcomer is at an unjustified discount.
SHARE TIP UPDATE:
■ Time to take profits on Providence Resources.
FUNDS:
■ Fund news - Absolute return funds fail to make the grade.
■ Interview - Will Landers talks about why Latin America will be first to emerge from the current slowdown.
■ The big theme - The right small caps can deliver growth.
■ Fund profiles - UK smaller companies Oeic and investment trust:
- Cazenove UK focuses on market leaders.
- Nimmo makes money for Standard Life.
SHARES:
The lowdown on the latest company results including:
■ BG
■ Centrica
■ Colt
■ Pearson
■ UBM
■ ITV
■ Nichols
■ Bodycote
■ Unilever
■ Tarsus
■ Laird
■ Intertek
■ Spectris
■ Keller
■ Fidessa
■ Impellam
■ Barclays
■ HSBC
■ Hiscox
■ Inchcape
■ Devro
■ Dignity
■ GKN
■ Brammer
■ Weir
■ Rotork
■ BP
■ Drax
■ Rexam
■ Filtrona
■ Fiberweb
■ Vernalis
■ Directors' dealings - Notable transactions at OPG Power Ventures, plus a table of all boardroom share trades.
TAKEOVERS:
TRADING:
■ Trading news - Trading the Nikkei has been more attractive than investing in it for decades.
■ Trading ideas - Chart-driven calls on Barclays, CAC, CRB Index of Commodities and the Dow
■ The Trader - Presidential ambitions.
