FEATURES:
■ The ultimate resources shares - how to construct a model commodity share portfolio:
Matthew Allan and Mark Robinson create a portfolio of the best natural resources shares for investors prepared to ride out the current downturn.
Given recent market volatility, John Baron reminds readers that time in the market is more important than market timing.
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:
■ Share prices leave profits behind.
ECONOMIC OUTLOOK:
■ Coping with an ageing population: Jonas Crosland says attending to the needs of an ageing population will lead to significant economic changes.
■ Next week's economics: Abenomics may be a massive untried experiment in economic stimulus, but it does mean that Japan is in the news again.
■ COMMENT:
Our columnists offer in-depth analysis and investment ideas:
■ The Editor: In a high-frequency world sensible investors should remember the fable that slow and steady wins the race.
■ Mr Bearbull: Muddle-through markets - The world's equity markets have had some fun, now it's time to muddle through.
■ Simon Thompson: Buy the break-outs - Our companies editor sees significant potential for upside in five small-cap shares, two of which are signalling major share price break-outs. Simon has also written the following online exclusive:
- Trading plays: Our companies editor highlights the investment case on three companies which he believes offer substantial potential upside.
■ Property Matters: Peer-to-peer property: Private investors have a new, direct way to access the high yields available in commercial real estate.
YOUR MONEY:
Financial planning, tax and investment wisdom:
■ Portfolio: Doubling value by bucking trends.
■ Financial planning: Beat pension plans that pocket billions from your lump sums.
SHARE TIPS OF THE WEEK:
■ This mail delivery group has emerged lean and fit from a long restructuring, with earnings expected to grow at double digits for the next two years. The shares are cheap compared with peers, and we're giving the company our stamp of approval.
■ We've lost our appetite for this eateries focused group. Rising costs and uninspiring recent sales do not sit well with the high share rating.
■ A disappointing acquisition and poor results have opened our eyes to the problems facing this healthcare equipment company. Tough conditions in Europe make earnings downgrades more likely.
■ Jump in nice and early at this newly formed property company to reap the rewards of an experienced management and clear strategic focus.
FUND TIP OF THE WEEK:
■ Current market conditions are starving cautious investors of investment options, but for a bit more risk, with this fund you could earn top returns.
SHARE TIP UPDATES:
■ Genel Energy & Gulf Keystone
■ Quadrise Fuels International
BROKERS' TIPS:
■ Rank
FUNDS:
■ Fund news: Top-performing UK mid-cap funds on the rise.
■ In the doghouse: IM Hexam Global Emerging Markets Fund has had three years of poor performance, although its managers see upside ahead for portfolio holdings.
■ Top 100 funds: IC Top 100 Funds are among the most consistent investment trust performers
■ ETFs: Are ETFs better than tracker funds?
■ Interview: Alan Porter talks about why dividend growth is more important than chasing the highest dividend.
SHARES:
■ Stock screen: Five of the best dividend achievers.
■ Sector focus: Let diamonds dazzle your portfolio.
■ The lowdown on the latest company results:
■ Acal
■ API
■ Assura
■ FastJet
■ Findel
■ GB Group
■ Iomart
■ RPC
■ Sepura
■ Torotrak
■ VP
■ Directors' dealings: Notable transactions at Breedon, 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: Correction time - The Trader welcomes the shakeout in the markets and looks forward to the next buying opportunities.
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.
