FEATURES:
How to find bargains in the rubble of the US, Irish and Spanish property markets.
■ Top tips for buying a repossession
If you're thinking of buying, read this first.
■ Australia frets over China crisis
Could the Australian economy be heading into choppy waters?
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 drivers that are pushing gold and oil prices ever higher, defence's sitting ducks, confidence is up, QE to have little effect in US, Apple hits the heights, David Cameron demands state pension rethink, Hammerson goes shopping, and a new twist in the battle for Victoria.
ECONOMIC OUTLOOK:
■ The productivity problem - Falling productivity doesn't have to mean higher inflation. But it's nasty nonetheless.
COMMENT:
Our columnists offer in-depth analysis and investment ideas:
■ The Editor: Mega-mergers and megalomania - The proposed BAE-EADS merger has plenty of political hurdles to overcome, but the biggest challenge of all will be convincing shareholders that it won't destroy value.
■ No free lunch: 25-year itch a non-starter - Winds of change in the audit profession.
■ Simon Thompson: A noble investment - Our companies editor sees significant scope for a major re-rating of the shares in Noble Investments.
■ Chris Dillow: Equities and the end of growth, plus, measuring risk seems like a complicated job, but it doesn't have to be.
■ Your letters: Readers tell us why it pays to listen to Simon Thompson, and how shareholder registrars are making life difficult for them.
YOUR MONEY:
Financial planning, tax and investment wisdom:
■ Portfolio: 'Nothing too wild' portfolio scores highly.
■ Financial planning: We explain why you can't afford not to wise up to auto-enrolment.
■ SmartMoney: Should you pay off your mortgage?
SHARE TIPS OF THE WEEK:
■ Shares in this aerospace supplier are trading on multiples which are far too low, compared with its peers.
■ It's a tough time to be a retailer right now and this premium-rated homeware specialist could face problems despite a previous quality performance.
■ Based on the share price performance over the last three years, it's worth buying these shares ahead of the six monthly results for a quick boost, and also for their longterm growth prospects.
■ The income yield on this bond is well ahead of inflation at 6.25 per cent - and there's realistic room for capital appreciation as well.
FUND TIP OF THE WEEK:
■ This is a truly diversified one-stop multicap UK fund, allowing you to tap into the best opportunities wherever they are in the market.
SHARE TIP UPDATES:
■ Redhall
■ Unite
FUNDS:
■ Fund news: Fundsmith Equity Fund delivers negative turnover.
■ Interview: Not all indices are perfect and not all exchange traded funds are the same, warns Charles MacKinnon.
■ Shares I love: Anthony Cross of Liontrust Special Situations funds tells us why he likes Craneware.
■ The big theme: Luxury is a long-term investment.
■ Interview: Ilario Di Bon tells Leonora Walters how he is attempting to turn around Alliance Trust's performance with a new investment strategy.
SHARES:
The lowdown on the latest company results:
■ Brady
■ Cello
■ Juridica
■ Kier
■ MP Evans
■ Next
■ Redrow
■ Restore
■ Sector focus: Shares in housebuilders are soaring, but output could be so much higher if mortgage availability improved.
■ Stock screen: Five shares that could make healthy gains from QE3
■ Directors' dealings - Notable transactions at Man Group, plus a table of all boardroom share trades.
■ Week ahead: A summary of key company announcements expected in the coming week.
TAKEOVERS:
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TRADING:
■ Trading news: Goodbye notes - The US 10-year note is a very likely loser amid the latest round of money-printing.
■ Trading ideas: Chart-driven calls on Avocet Mining, FTSE 100, US dollar and Tullow.
■ The Trader: Dirty Ben - With central banks opening fire again, the Trader is looking for more gains from the indices.
