FEATURES:
Stephen Wilmot sees exceptional value in commercial property outside the capital.
■ Sipp up
David Stevenson has had a successful three months with his selfinvested personal pension, but he's preparing for a market pullback
John Baron suggests frontier markets have great potential but remain off most investors' radar screens - this is going to change.
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:
■ Defence industry kept guessing
■ New state pension to sting middle earners
ECONOMIC OUTLOOK:
■ Sterling disappointment: Sterling's fall won't add much to inflation - which means it won't do much to boost the economy either.
■ Next week's economics: Next week's numbers will show weak growth in the UK, but slightly better in the US.
COMMENT:
Our columnists offer in-depth analysis and investment ideas:
■ The Editor: Get off the gravy train - Investors may finally get a binding say on director pay - but the fight for shareholder democracy doesn't stop there.
■ Mr Bearbull: Flighty share prices can only do so much to resist the power of mean reversion, as we're likely to see soon.
■ Chris Dillow: Falls in the pound are usually bad for shares, mixed for gilts and good for sterling-based holders of gold.
YOUR MONEY:
Financial planning, tax and investment wisdom:
■ Reader portfolio: Can I invest better for my grandchildren?
■ Financial planning: The drawbacks of Junior Isas.
■ SmartMoney: £125 a month may be enough for decent retirement.
SHARE TIPS OF THE WEEK:
■ Picking biotechnology winners is difficult, which is why it could be best to let the expert managers of this investment trust do the hard work for you as the industry enters an exciting new phase.
■ It's one of the slickest operators in the pubs and hotels business, but the expensive shares aren't pricing in the very real risk of a squeeze on consumer disposable incomes.
■ Concerns over the prospects for large European construction projects have left shares in this engineering consultant looking too cheap, especially as exciting international prospects point to further dividend growth.
■ Emissions legislation is driving a steady stream of business for this automotive engineering consultancy.
■ Iron ore prices have risen too high from last year's lows, and short selling this Australian miner looks a good way to play likely price falls.
FUND TIP OF THE WEEK:
■ This investment trust offers cheap access to many of Europe's best private companies, and its experienced managers are putting their money where their mouths are, too.
SHARE TIP UPDATES:
FUNDS:
■ Fund news: Equity funds remain top.
■ In the doghouse: Allianz Global Eco Trends
■ The big theme: We seek out the strongest corporate bond funds.
■ Top 100 funds: Stark warning for fixed-income investors.
■ ETFs: Murky data concealing the true cost of ETFs.
SHARES:
■ Stock screen: Genuine value - We screen the market using a valuation ratio that has delivered a 475 per cent gain over the past 10 years.
■ The lowdown on the latest company results:
■ 4imprint
■ Abcam
■ Admiral
■ Amlin
■ BAT
■ BPI
■ Capita
■ Chime
■ CLS
■ Colt
■ Costain
■ Cupid
■ Dignity
■ Fiberweb
■ Glencore
■ Goldplat
■ HSBC
■ Impellam
■ International Consolidated Airlines
■ International Personal Finance
■ Intertek
■ JLT
■ Keller
■ Kier
■ Laird
■ Lookers
■ Macau Property Opportunities
■ Meggitt
■ Pace
■ PPHE
■ RBS
■ Regus
■ Rotork
■ Serco
■ Spirent
■ UBM
■ Unite
■ Vitec
■ WPP
■ Xstrata
■ Sector focus: Get ready to profit from recruitment recovery.
■ Directors' dealings: 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: All-time highs
