FEATURES:
Nick Louth highlights 10 recovery plays, and Simon Thompson explains how to spot a company that is getting back on track.
Katie Morley asks Steve Webb, UK minister for pensions, what today's workers can look forward to in retirement.
■ Great rotation or expectation?
John Baron is wary of talk about the 'great rotation' and the need to take profits in high-yielding equities, and retains the 'go high' element of his strategy
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:
■ Energy revolution sparks 'peak oil demand' theory.
■ Former Cove boss bolsters case for Falcon.
■ Generics trump AstraZeneca/Novartis
■ Equities overvalued say Markit Eurozone Manufacturing PMI.
■ Heritage Oil enters Papua New Guinea.
■ Buy National Grid on new dividend policy.
■ RBS directors hit by lawsuit.
ECONOMIC OUTLOOK:
■ The end of stagnation? - Low share valuations and companies' reluctance to invest are twin symptoms of a single problem - pessimism about the UK's longer-term growth prospects. But this pessimism might be lifting a little.
■ Next week's economics - The UK economy might have contracted again in the first quarter, next week's figures could show.
COMMENT:
Our columnists offer in-depth analysis and investment ideas:
■ The Editor: A moment of clarity - Why talk of a Vodafone takeover means it's time to batten down the hatches.
■ Simon Thompson: Small-cap marvels: Our companies editor has updated eight of the shares he has recommended buying this year.
■ Chris Dillow: Mid-caps' message: The high level of the FTSE 250 relative to the FTSE 100 is a sign of excessive confidence rather than a harbinger of economic recovery. Read more articles by Chris on his comment page.
■ Chronic investor: Cupid breaks investors' hearts: Cupid's fall from grace highlights the risks investors face in the world of Aim-traded shares.
■ Mr Bearbull: A capital plan: A company's capital spending plays a vital role in creating value.
YOUR MONEY:
Financial planning, tax and investment wisdom:
■ Portfolio: A balanced and well-diversified portfolio.
SHARE TIPS OF THE WEEK:
■ A catastrophe-free 2012 has proved good news for this German re-insurer, and its investment book is one of the best performers in the industry.
■ Sabre rattling in the Korean peninsula is just one reason why this US rocket engineer could avoid the worst of the country's defence cuts.
■ Analysts expect this manufacturer of innovative plastic products to grow its earnings by 20 per cent a year over the next half decade - and insiders are buying.
■ This property investor may have been all but forgotten by the market, but patient investors shouldn't ignore the hidden value in its portfolio.
FUND TIP OF THE WEEK:
■ It's been a difficult few years for this value-focused smaller companies trust, but its strategy is starting to pay off and the discount is narrowing.
SHARE TIP UPDATES:
■ Bowleven
■ RPC
■ Tracsis
■ Trap Oil
BROKERS' TIPS:
■ Lavendon
FUNDS:
■ Fund news: More than £6.1bn invested in overpriced trackers.
■ Shares I love: Gervais Williams, manager of CF Miton UK Smaller Companies Fund, explains why he sees potential in horticultural products supplier William Sinclair.
■ The big theme: Don't ignore India.
■ Top 100 funds: JPM American lags behind its benchmark.
SHARES:
■ Stock screen: Five shares for long-term income.
■ Sector focus: Risk fully 'priced in' for Falklands Oil
■ The lowdown on the latest company results:
■ Alent
■ Aminex
■ Centamin
■ Chesnara
■ EnQuest
■ Epistem
■ Lonrho
■ Plexus
■ Signet
■ Directors' deals: Directors buy into a Russian oil producer after a dismal set of results while directors at Sports Direct sell all they have, 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: Carry on buying: The Trader is looking for the US indices to lead by example in the days ahead.
The Trader, Dominic Picarda, publishes his outlook for ten major equity, currency and commodity markets on a daily basis (although he is currently on annual leave until 17 April). You can view his articles on his comment page, or sign up to The Trader's market outlook emails.
