FEATURES:
■ The Aim 100 (part two)
We continue the countdown of Aim's biggest companies - this week we analyse the junior market's top 50.
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:
■ Drilling hots up despite Brent's fall
■ BP sweats on 'Clean Water Act' ruling
■ Pub tsar to heal bitter divisions
■ Kier's counter-bid for May Gurney
■ The industrials sector is vulnerable
ECONOMIC OUTLOOK:
■ Lending disappointment: The Funding for Lending Scheme hasn't yet increased business lending, because there's a lack of demand for credit. This could change, but only slowly.
■ Next week's economics: The eurozone is not sharing in the recovery which the rest of the world is seeing.
COMMENT:
Our columnists offer in-depth analysis and investment ideas:
■ The Editor: Don't fear deflation - As policymakers attempt to head off deflation, it's worth asking whether it was such a bad thing for Japan.
■ Chris Dillow: When bond yields rise - A busting of the 'bond bubble' would probably be good for shares - but only probably. Plus, 'On motivated reasoning' - Libertarians who have lost in the falls in gold and bitcoin have made a very common investment mistake. Read more articles by Chris on his comment page.
■ Mr Bearbull: Don't think, just feel - Gold's falling price revives the notion that analysis does not matter, but emotions do.
YOUR MONEY:
Financial planning, tax and investment wisdom:
■ Portfolio: At age 86, should I cash in my portfolio?
■ Financial planning: Set up a 'dual carriageway' in retirement.
■ SmartMoney: Beware buying structured products at market highs.
SHARE TIPS OF THE WEEK:
■ This retailer's core business is growing; the distressed business it bought has been overhauled and the balance sheet remains strong. Yet the shares are still lowly rated so we're snapping them up.
■ Dismal first-half results and a weak core market have put this waste specialist under strain. If the dividend is cut, a key share price prop will be kicked away.
■ There's still plenty of market uncertainty swirling around, which is a benefit for this spread better. Meanwhile there's a useful cash pile and a decent dividend payout.
■ Get a leg up into the fast growing German housing market with this huge residential landlord.
FUND TIP OF THE WEEK:
■ This fund provides an easy way to access a tricky part of the market via a manager with proven stockpicking skills.
SHARE TIP UPDATES:
BROKERS' TIPS:
FUNDS:
■ Fund news: UK equity income offers hidden gems.
■ Shares I love: Aveva is a good example of a company with a robust balance sheet, says BlackRock fund manager Richard Plackett.
■ Interview: Stuart Rhodes talks about why seeking the best yield is not a good way to invest in income shares.
■ The big theme: Smaller company investment trusts profit from mid-caps.
■ Top 100 funds: Change of pace at RIT Capital Partners.
■ ETCs: Do physical gold ETCs hold enough gold bars?
SHARES:
■ Stock screen: Get cheap and steady growth.
■ Sector focus: Play Russian oil roulette, and win.
■ The lowdown on the latest company results:
■ Fenner
■ LiDCO
■ N Brown
■ Public Service Properties Investments
■ Directors' dealings: Notable transactions at Berkeley, 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 ideas: Chart-driven calls on Apple, Arm, Lloyds Banking Group, sterling/dollar exchange rate.
■ The Trader: Liquidity is king - Equities are heading the right way once more and new all-time highs are just around the corner.
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.
