FEATURES:
Exchange traded funds are a useful, low-cost option for investors, but are still poorly understood. Leonora Walters and Katie Morley explode 10 ETF myths.
The world's biggest foods company is approaching an important milestone and it has vital decisions to make. Philip Ryland reports.
■ Defensives wobble, momentum surges
Momentum investing has continued to do well, in defiance of efficient market theory, reports Chris Dillow.
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:
■ Europe's contradictions laid bare.
■ British Land ends buying spree.
ECONOMIC OUTLOOK:
■ How rates can stay low: Interest rates could stay low for years, if households are over-borrowed and if the investment dearth continues, says Chris Dillow.
■ Next week's economics: Next week's numbers should show a not-too-worrying rise in UK inflation, and signs of steady growth in thr world economy.
COMMENT:
Our columnists offer in-depth analysis and investment ideas:
■ The Editor: We're introducing two new features this weak - and also exploding some of the myths that have discouraged retailer investors taking advantage of the benefits of new investment products.
■ Simon Thompson: Game on - Our companies editor sees significant upside potential in the shares of a fast-growing online gaming company. Simon has also written the following online exclusives:
- Short-term trading buy: Our companies editor has uncovered a potentially profitable short-term trading opportunity in the housebuilding sector.
- Buying opportunity ahead of results: Shares in this cash rich online gaming company to re-rate further.
- Awaiting a catalyst for a re-rating: Our companies editor revisits the investment case of a small chip manufacturer to the semiconductor industry.
- Repeat buying opportunity: Our companies editor sees scope for signifcant upside in one of his successful share tips, and with good justification.
■ The Trader: Rickety uptrend - The indices have continued to rally and so the Trader is willing to join in on a small scale.
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.
■ Mr Bearbull: The fallout moment - Tesco does not have to return to its glory days for its shares to be a good portfolio addition.
■ Chris Dillow: The Bank's grim message: The prospect of more years of negative real interest rates is no reason to buy equities.
YOUR MONEY:
Financial planning, tax and investment wisdom:
■ Reader portfolio: "I'm 23 and investing to buy myself a home".
■ Financial planning: How to pay less inheritance tax.
■ SmartMoney: Time for a blank sheet of paper.
SHARE TIPS OF THE WEEK:
■ A steep fall means this bank's shares are no longer expensively rated - yet its superior emerging markets-led growth profile remains firmly intact.
■ Two of the world's largest oil companies are betting this explorer's licence in Tajikistan contains super-giant oil and gas fields, and so should you: it could be a 10-bagger.
■ This industrial engineer's dramatic transformation is not yet reflected in the share price and investors could benefit from a significant re-rating.
■ The global climate is tough but this specialist materials group has increased operational efficiency and boosted sales. With signs of recovery starting to emerge in places, buy the shares while they can still be picked up at a bargain rating.
FUND TIP OF THE WEEK:
■ Since top Asian equity manager First State took over managing this trust, there has been a marked turnaround in performance, resulting in some of the best returns in its sector.
SHARE TIP UPDATES:
■ Bowleven
BROKERS' TIPS:
TIPS OF THE YEAR REVIEW:
■ Our tips have produced an 11.8 per cent total return in the first six months of 20123 - double that achieved by the FTSE All-Share.
STRATEGY:
■ Strategy: EMs' falling fortunes: Are the days of record returns from investing in emerging markets coming to an end?
FUNDS:
■ Fund news: Investors warming to attractive property yields.
■ Shares I love: Following a recent acquisition, North Sea-focused oil and gas explorer Parkmead could generate significantly higher value.
■ The big theme: More winners than losers in IC Top 100 Funds.
■ Feature: Is there still a place for gold in your portfolio?
■ Interview: Alex Crooke talks about why it is worth reducing UK investments to exploit the potential of companies listed in mainland China.
SHARES:
■ Sector focus: Shipping recovery on the horizon.
■ Dividend of the week: RPS boasts 19 years of dividend rises.
■ The lowdown on the latest company results:
■ 1pm
■ NCC
■ RM
■ Directors' dealings: Notable transactions at Ashmore, plus a table of all boardroom share trades.
■ Week ahead: A summary of key company announcements expected in the coming week.
TAKEOVERS:
