FEATURES:
Kerry Balenthiran, who says cycles in markets are entirely predictable, pinpoints the start of the next great bull market in 2018.
Hopes are rising that Africa will become the world's next big growth engine - but anyone considering investment shouldn't ignore its myriad problems.
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:
■ British Land builds £1bn war chest
■ Bookies gamble on technology
ECONOMIC OUTLOOK:
■ Monetary policy not the answer - A change in the Bank of England's remit might not do much to stimulate the economy.
■ Next week's economics - Next week might bring news of falling productivity, weak exports and increased government borrowing.
COMMENT:
Our columnists offer in-depth analysis and investment ideas:
■ The Editor: Respect the cycle - The idea that we can escape from financial cycles is wishful thinking - we should be working out how to ride them instead.
■ Chris Dillow: Lifecycle investing - shifting from equities to bonds as we approach retirement - is a bad way to get rich. Even so, there is something to be said for it. Read more articles by Chris on his comment page.
■ Simon Thompson: Patiently waiting - Our companies editor awaits news on a farm-out or disposal to monetise the value of a potentially lucrative Bolivar shale gas acreage in Colombia owned by a company he has been closely following. Simon has also written the following online exclusives:
- Profit from St Patrick's Day - Our companies editor reveals a short-term trade on the US equity market that has stood the test of time and has delivered a near 100 per cent track record in the past seven years.
- A major buy signal beckons - Our companies editor has found a smart way to take advantage of a likely sharp rerating in the shares of an overseas property company.
- Another roll of the dice - After winning trades ahead of the release of results at Netcall and Communisis, could it be third time lucky for our stock-picking guru?
- Spark a re-rating - Our companies editor sees further value in an investment company in the process of winding itself up and returning cash to shareholders.
■ Mr Bearbull: Inflating Japan's hopes - Japan's leaders may lose their latest struggle against deflation, but the battle should be good for share prices.
■ Property Matters: The elephant in the mall - Property investors ignore the rise of e-commerce at their peril.
■ Chronic Investor: The whale in the room - A classic tale can tell us why we should all be rejoicing the the European Union's plans to impose caps on bonuses and curb top level pay.
YOUR MONEY:
Financial planning, tax and investment wisdom:
■ Reader portfolio: Investing to pay off my mortgage - This novice investor is investing in a mixture of speculative and low risk stocks to pay off a small mortgage. Her strategy needs to change, say our experts.
■ Little respite for high-lump-sum savers - Savers have suffered four years of low base rates, with large cash holdings offering little advantage over smaller deposits.
■ Financial planning: Use increased drawdown limit at your peril - Investors who take the new maximum income from their pensions risk running out of money in their 80s.
■ SmartMoney: Don't miss the pension deadline -
SHARE TIPS OF THE WEEK:
■ An ambitious acquisition, rising debts and profits under pressure could mean a tricky time ahead for this outsourcing operator.
■ A tasty yield, solid track record and the defensive characteristics of its market add up to a strong buy-and hold investment.
■ Our last speculative buy on this explorer worked a treat. Now we think the price will bubble up again, on the back of successful drilling, and could double in value.
■ This new investment trust will fill a gap in the market and looks like an unusually low risk source of income.
FUND TIP OF THE WEEK:
■ If you don't want to go down with the pound and think we're at the start of a multi-year downtrend for sterling, consider this fund, which is a strong performer and exploits currency weakness.
SHARE TIP UPDATES:
■ Clinigen
■ Diageo
FUNDS:
■ Fund news: The funds that don’t live up to their names.
■ Shares I love: James Griffin, manager of Fidelity MoneyBuilder Growth fund, explains why he likes advertising agency WPP.
■ The big theme: Emerging market funds for your Isa.
■ Feature: Fund managers' favourite investment books.
■ ETFs: ETF data "riddled with mistakes"
■ Interview: Paul Mumford talks about why after a difficult period things are looking up for Aim
SHARES:
■ Stock screen: Magic from momentum - Our blue-chip momentum portfolio gained 17.3 per cent over the last three months. We reveal 10 momentum picks for the coming quarter.
■ The lowdown on the latest company results:
■ Aggreko
■ Aviva
■ Brady
■ Cape
■ Cello
■ Clarkson
■ Cobham
■ G4S
■ Glanbia
■ Grafton
■ H&T
■ Hansteen
■ Headlam
■ Hikma
■ Hunting
■ IMI
■ Inchcape
■ Inmarsat
■ IP Group
■ Melrose
■ Nichols
■ Novae
■ Perform
■ Quarto
■ SDL
■ SIG
■ Soco
■ Sportech
■ St Ives
■ Statpro
■ Tarsus
■ Sector focus: Buy oil services ahead of new boom
■ Directors' dealings: Notable transactions at Weir, 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: Gold's next move.
■ The Trader: Fair weather trading.
The Trader, Dominic Picarda, publishes his outlook for ten major equity, currency and commodity markets on a daily basis. You can view his articles on his comment page, or sign up to The Trader's market outlook emails.
