An ageing population brings both threat and opportunity to investors. Mark Robinson and Julian Hofmann investigate
David Stevenson remains sceptical about the medium-term prospects for the global economy, but in the longer term he's bullish on equities
■ All you need to know about investing in the past seven days: what's rising, what's falling and what's making the headlines.
■ Cold water plunge for Falkland Oil - FOGL's second exploration well in the South and East Falklands basin did not find oil prompting a sell-off in the shares. Where will they go from here?
■ Bonds show contrasts in risk - The latest news on the new bonds being rolled out.
■ Mining stocks: a weak inflation play - Chris Dillow says mining stocks are more sensitive to the general stock market than to commodity price inflation.
■ Next week's economics: Downgrades to GDP forecasts in the Autumn Statement will be old news - bu the new news next week is likely to be unpleasant too.
Our columnists offer in-depth analysis and investment ideas:
■ The Editor: Gambling with the future - There are no easy answers to the pension time bomb facing the UK.
■ No free lunch: Project Avivacious: Mark Wilson's card is marked.
■ Mr Bearbull: Conjuring up value - There are lessons to be learnt from the plan to split conglomerate Cookson into two.
■ Chris Dillow: The borrowing problem - The problem with government borrowing is that it might be too low – which makes a case for tax cuts.
■ Property Matters: Property and movies - Land Securities' recent cinema acquisitions won't be the last in a sector short of income growth.
■ Simon Thompson: A lesson in Sirp - I have sound advice for stock picking in a low interest rate environment.
Financial planning, tax and investment wisdom:
■ Reader's portfolio: Too much property exposure.
■ Financial planning: Gender-neutral annuities are not so bad.
■ SmartMoney: You need a proper financial plan.
SHARE TIPS OF THE WEEK:
■ After two terrible years, few stones are being left unturned in the drive to make this insurer leaner and fitter. We think it's time to lock in ahead of a rerating, and we like the prefs as well as the ordinaries.
■ A downturn in the recycling sector means the share price of this utility could sink even further, and regulatory pressures are adding to those problems.
■ There's 10-bagger potential in this oil and gas minnow as it develops its acreage in the world's next big exploration hotspot.
■ A new ad campaign and a move into fixed-odds betting should help this betting firm get back on the right track.
FUND TIP OF THE WEEK:
■ This investment trust offers a good yield and the shares are trading at a discount to its net asset value.
SHARE TIP UPDATES:
■ Fund news: Income funds invested in Vodafone are a bad call.
■ How much? The Neptune Emerging Markets fund has high costs, but we can't see why as its performance is far from rosy.
■ The big theme: Banks have been in the doghouse since 2008 but now a growing number of fund managers are increasing their exposure.
■ Top 100 funds review: 3i Infrastructure not there yet.
■ ETFs: Flight from synthetic ETFs
The lowdown on the latest company results:
■ UK Mail
■ Stock screen: We turn to the grandfather of value investing'senterprise investor screen to find seven contrarian plays.
■ Sector focus: Picking engineering winners.
■ Directors' dealings: Notable transactions at Smiths News, plus a table of all boardroom share trades.
■ Week ahead: A summary of key company announcements expected in the coming week.
■ Trading news: Tune into the ‘Loonie’
■ The Trader: Cliff of worry