FEATURES:
Lee Wild goes on a dividend world tour and finds the global income shares you really can't afford to ignore.
■ Drawn to small company discounts
John Baron takes advantage of small company pricing anomalies to increase both portfolios' exposure.
The huge gap between what giant pension funds have in the pot, and what they will eventually have to pay out is a problem for fund members and company shareholders.
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:
■ Sparkling prospects for Aim's little gems.
■ Funds to offer diamond-backed returns?
■ FirstGroup's West Coast ambitions derailed.
■ Direct Line merits caution - It's the year’s biggest flotation - but should you invest? Read our analysis first.
■ New trust to battle against cancer
ECONOMIC OUTLOOK:
■ Do deficits matter? The UK's record current account deficit isn't a problem for sterling now - but it might become one.
■ Next week's economics: The UK economy is recovering, at least technically speaking.
COMMENT:
Our columnists offer in-depth analysis and investment ideas:
■ The Editor: Floats that sink - Inflated expectations are one reason why newly listed companies tend to underperform - and that's why the forthcoming Direct Line IPO could yield a pleasant surprise.
■ No free lunch: Auto-enrolment is small beer.
■ Mr Bearbull: Flimsy barriers: a key insight into the insurance industry.
■ Property Matters: High street, high yield - Stephen Wilmot finds out why his local shops are trading on rental yields of nearly 10 per cent and has five tips for anyone investing in the sector.
■ Simon Thompson: Small-cap wonders - Our companies editor's small-cap share picks are flying and he remains upbeat despite the general market uncertainty.
■ Chris Dillow: Who benefits from QE? Plus, mid-caps momentum and beta testing.
■ Your views: CLS chief executive defends the security of his company's retail bond issue, while brokers' exchange rate spreads make it hard to trade our S&P dog shares strategy.
YOUR MONEY:
Financial planning, tax and investment wisdom:
■ Portfolio: Coin portfolio challenges common sense - Ross Farmer is making good returns from a portfolio of coins and collectables.
■ Financial planning: Will you be dumped by your IFA? If you have investments of less than £500,000 then you may not fit into your adviser's new business model. Those with considerably less will struggle to find advice.
■ SmartMoney: Do you need financial advice? Your need for financial advice may be more psychological than practical.
SHARE TIPS OF THE WEEK:
■ When fine cracks started appearing at this materials supplier, managers took action, but even so there's little indication that trading will improve in the short term.
■ Investing in oil and gas companies is as much about the right people as it is about the resources - and this company has both.
■ Loyalty schemes and a competitive online business makes this company attractive to investors as well as animal lovers.
■ This company's shares are still priced as if it's a no-hoper, but in fact it's looking more and more like a credible turnaround story.
FUND TIP OF THE WEEK:
■ Don't dismiss Europe - some of its companies are doing very well on a worldwide basis and this fund's manager has a excellent track record.
SHARE TIP UPDATES:
■ Babcock
■ Restore
FUNDS:
■ Fund news: 'Loyal' Sipp savers to cash in on £6m bonus.
■ Shares I love: Scottish & Southern Energy.
■ The big theme: Raiding the hedge fund bargain bin and finding the best funds with hedge fund exposure.
■ ETFs: iShares launches global bond ETF as demand soars.
■ IC top 100 funds update: Despite a new launch from Newton, we still think JPMorgan Global Emerging Markets Income Trust is the best option for income from emerging markets.
■ Interview: Jeroen Bos talks about why a US-style deep-value investment strategy is very simple but works brilliantly.
SHARES:
The lowdown on the latest company results:
■ Fastjet
■ Motivcom
■ Rurelec
■ St Ives
■ Tesco
■ Wolseley
■ Sector focus: Shipping not sunk yet - Shipping companies face some of the worst conditions in years, but at least the industry looks to have reached a cyclical trough - leaving the smart guys well placed to make a killing.
■ Stock screen: The cheapest investment trusts - Algy Hall sifts through the market to find four choice opportunities which may be high risk but offer potentially high returns.
■ Directors' dealings: Notable transactions at Aberdeen Asset Management, 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:
■ Coppock: What our unique set of market indicators is saying now.
■ The Trader: Bull market on track
