FEATURES:
You don't need to know more than other investors to beat the market. Instead, you need to be in a position to pick up risk premia, says Chris Dillow.
■ Market tactics: CAPE crusader
Dominic Picarda uses the cyclically-adjusted PE ratio to determine the outlook for the S&P index over the next decade.
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:
■ Clothing disappoints at M&S.
■ Morrisons pays high price for Ocado deal.
■ Afferro accepts revised IMIC takeover terms.
■ Inflation prospects finally improve.
ECONOMIC OUTLOOK:
■ Unemployment tells us not to target: Chris Dillow says changes in the unemployment rate sometimes tells us little about the state of the economy.
■ Next week's economics: Next's week's figures could show that the credit squeeze in easing in both the UK and eurozone, and that house prices are rising strongly in the US.
COMMENT:
Our columnists offer in-depth analysis and investment ideas:
■ Editor: Fight the fear - Investors should ignore media doom and gloom and stick to sensible investing strategies.
■ Simon Thompson: A share ready to bolt.
■ Chris Dillow: A silver lining - The low price of silver relative to gold points to share prices generally rising. Read more articles by Chris on his comment page.
■ Mr Bearbull: "Nyet" to FTSKI - Smart investors playing the long game should not give 'FTSKI' companies the benefit of the doubt.
■ Property: British Land or Land Securities? Or neither?
■ Letters: Watch out for broker FX spreads.
YOUR MONEY:
Financial planning, tax and investment wisdom:
■ Portfolio: Cut your losses on high exposure to banks.
■ Financial planning: Mini-bonds come with no small risks.
■ SmartMoney: Why retirement is bad for you.
SHARE TIPS OF THE WEEK:
■ As the US economic recovery gathers pace, we think you can bank on this solid international company. It's focused away from risky areas and offers a decent yield.
■ After six years of share price underperformance, there are solid reason for thinking this real estate company is back in growth mode and set to thrive once more.
■ This bookmaker's failure to control costs is a problem and so, too, is its lack of retail scale. As far as we're concerned all bets are now off.
■ A high and growing yield is on offer at this specialty finance outfit. It's come through a difficult patch and has successfully turned itself around. Growth prospects now look good but that's not yet reflected in the rating.
FUND TIP OF THE WEEK:
■ Looking for long-term capital growth from international investments? This investment trust has experienced management and is trading at a wide discount.
SHARE TIP UPDATES:
■ Capita
■ G4S
■ Hansteen
■ Invensys
■ Mitie
BROKERS' TIPS:
■ Devro
FUNDS:
■ Fund news: Small alternatives to 'monster' funds.
■ Shares I love: Budget airlines such as Ryanair can offer sustainable earnings growth and an attractive dividend despite low economic growth and scarcity of yield.
■ Interview: Tim Spence and Emma Osborne talk about how to invest in a high-risk area such as private equity and make good returns.
■ The big theme: Will Latin America spend a fifth year in the doghouse?
■ Five funds for Latin American exposure: There are a range of different funds that allow you to access different parts of the region.
■ Top 100 funds: Polar Capital eyes long-term returns.
■ ETFs: Is copper too bulky to buy?
SHARES:
■ Stock screen: Finding value in smaller companies.
■ Sector focus: Add these online retailers to your basket.
■ The lowdown on the latest company results:
■ 3i Group
■ Britvic
■ BTG
■ Burberry
■ E2V
■ Euromoney Institutional Investor
■ Future
■ Grainger
■ Invensys
■ ITE
■ Lonmin
■ Marstons
■ Paragon
■ Ryanair
■ Shanks
■ Stobart
■ TalkTalk
■ UK Mail
■ Vectura
■ Vertu
■ Vodafone
■ Zytronic
■ Directors' dealings: Notable transactions at Brunner Investment Trust, 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 copper, Kingfisher, RBS and Rio Tinto.
■ The Trader: Bubble talk: The price action is looking more and more like 1987, but that should not trouble trend-followers for now.
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.
