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This week's articles: 2 November 2012

This week's articles: 2 November 2012

FEATURES:

The bond renaissance

Profit from the rebirth of retail bonds - using Julian Hofmann's guide to constructing a bonds portfolio.

High-frequency trading

High-frequency and algorithmic trading bring advantages. But they can also cause flash crashes. Jonas Crosland reports on a proposed solution.

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 US election.

Hurricane Sandy's fiscal impact.

 

 

Lonmin's rights issue.

Centamin plummets on Egypt court ruling.

BG hit by deferrals.

North Sea oil shows new potential, plus exploration activity should increase after the 27th licensing round achieved record results.

Hitachi bid buoys UK nuclear prospects.

DMGT in talks to sell Northcliffe.

 

ECONOMIC OUTLOOK:

Are workers being priced into work? - Chris Dillow says the fall in real wages cannot explain all of the drop in productivity.

Next week's economics: Next week might bring signs that the UK economy is picking up - and perhaps even some good news from the eurozone too.

 

COMMENT:

Our columnists offer in-depth analysis and investment ideas:

The Editor: A recent jump in retail spending and a surge in retailers' shares shouldn't be interpreted as a sign that household finances are in better shape.

No free lunch: Stuff private shareholders - WH Ireland's issue for Pure Wafer.

Mr Bearbull: Choosy about risk - How investors pick and choose which risks to face or to flee from is odd, but interesting, as biotechnology shows.

Simon Thompson: A share ready to smoke - Our companies editor sees scope for the share price of a smallcap engineer to re-rate sharply on the back of demand underpinned by new regulations in the US.

Chris Dillow: Consumer woe - The weakness of household spending isn't just a problem for consumeroriented stocks.

 

YOUR MONEY:

Financial planning, tax and investment wisdom:

Portfolio: Retiring abroad with young kids - Our experts say our expatriate reader needs to keep an eye on costs and currency risk.

Financial planning: Which is the best 'lite' Sipp for you?

 

SHARE TIPS OF THE WEEK:

■ Outsourcing isn't always a goldmine, something this player has found to its cost. Too many gaffes and margins under pressure lead us to think its premium rating can no longer be justified.

This landlord is an excellent operator and its solid track record and lack of debt are testament to that. But the shares are overpriced and we think it's time to take profits.

■ Demand for ethanol has soared in recent years. This producer boasts one of the world's lowest-cost plants and it's planning to grow output rapidly.

■ With a new chief executive, this company is concentrating on its core dockside development business. There's plenty of potential to unlock, yet the share price is languishing far below book value.

 

FUND TIP OF THE WEEK:

■ This is a top-quality Asian specialist investment trust whose team has proved it knows where to find the right companies.

 

BROKERS' VIEWS:

Jardine Lloyd Thompson

Provident Financial

 

SHARE TIP UPDATES:

AstraZeneca

Paragon

Sunrise Resources

UBS

Unibail-Rodamco

 

FUNDS:

Fund news: Fund investors are returning to equities.

In the doghouse: Jupiter Absolute Return Fund.

The big theme: Asia leads the world for income and here's how to capture its attractive yields.

ETFs: The ETF way into the US.

Top 100 funds update: Ecofin strikes a sound deal.

Interview: Andrew Bell talks to Moira O'Neill about beating the tyranny of diversification

 

SHARES:

The lowdown on the latest company results

Asos

Bloomsbury Publishing

Braemar Shipping

Debenhams

Great Eastern Energy

Imperial Tobacco

Lok'n Store

Quadrise

Redefine

Rugby Estates

Stobart

 

Sector focus: Who pays for property trusts' high yields?

 

Stock screen: Five red hot momentum shares - Algy Hall uses a classic strategy to find five of the hottest stocks on the market.

 

 

Directors' dealings: Notable transactions at Chariot Oil & Gas and dotDigital plus a table of all boardroom share trades.

 

Week ahead: A summary of key company announcements expected in the coming week.

 

TAKEOVERS:

Download this week's takeover tables as a PDF.

 

TRADING:

Trading news: Make a mint on mid-caps.

The Trader: No storm coming - The Trader dismisses talk of an impending bear market in US stocks.

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By Investors Chronicle,
02 November 2012

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