FEATURES:
■ Profit warning survival guide
Profit warnings can have a devastating impact on share prices. Nick Louth investigates how to anticipate them, and what to do if you get caught in a profit storm.
■ Glencore Xstrata: a happy marriage?
Following successful completion of the Xstrata tie-up, and just two years on from the much-touted IPO, we still remain wary of the opaque Glencore business model. Mark Robinson reports.
The Brics - Brazil, Russia, India and China - are economic powerhouses already. But are they still the future? Philip Ryland reports.
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:
■ Housing recovery threat to rents.
■ Low inflation to boost growth.
■ Gas fuels Egypt's instability.
■ Sirius tumbles on permitting fears.
■ Silverdell sees subsidiary sink.
■ Caracal Energy highlights the potential and pitfalls of East Africa.
■ Abramovich junior aims at oil venture.
ECONOMIC OUTLOOK:
■ Wanted: inflation: Chris Dillow says a rise in inflation expectations would be a good thing - for a short while.
■ Next week's economics: It looks as if the UK economy is recovering strongly. But appearances can be deceptive.
COMMENT:
Our columnists offer in-depth analysis and investment ideas:
■ The Editor: Markets on heat - With the temperature rising it's time to be extra careful when making investment decisions.
■ Chris Dillow: A slowdown in US productivity growth could mean a long period of low returns on global equities. Plus, Preferring uncertainty - Investors traditionally hate uncertainty. But there's one market where they like it - housing. Read more articles by Chris Dillow on his comment page.
■ The Trader: Gains to continue: The rally in equities may be unseasonable, but there's a good chance that it will keep going 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.
■ Chronic investor: Take a slug of BrewDog.
■ Simon Thompson: Higher ratings beckon - Our companies editor is confident of a re-rating in the shares of an engineering machinery company and a book publisher.
YOUR MONEY:
Financial planning, tax and investment wisdom:
■ Reader portfolio: 'Should I invest in shares or buy-to-let?'
■ Pain for fixed-rate bondholders: Savers with accounts that are maturing this year may have to turn to structured products to maintain their income.
■ Financial planning: How parents can save £120,000 on school fees.
■ SmartMoney: Time to reflect on your pensions tax relief.
SHARE TIPS OF THE WEEK:
■ This miner's recent share price slump mirrors a wider fall among its peers, but as the shares bounce back from a key support level, we think the fall has thrown up a compelling value argument for the stock.
■ A radical restructuring at this pharmaceuticals company has made it infinitely more attractive to investors with an eye for the long term.
■ It's got a hefty cash pile, IT products that are selling well, is a leader in its field, is growing fast and management is confident of hitting aggressive targets - but the share price has yet to catch up.
■ A unique white-label cross-border money transfer service is attracting some very big names as customers.
FUND TIP OF THE WEEK:
■ Poor performance over the past few years has left this cautious-style investment trust sitting on a wide discount - creating a good opportunity to buy in.
BROKERS' TIPS:
SHARE TIP UPDATES:
■ G4S
■ Invensys
■ Schroder Real Estate Investment Trust
FUNDS:
■ Fund news: Jupiter's Philip Gibbs to be replaced by Clunie.
■ Shares I love: Pilat Media Global's share price has recently appreciated but could go further if the company can continue to win contracts.
■ The big theme: Private equity ITs still worth attention.
■ Emerging markets: Taiwan and South Korea will be reclassified as developed markets. What does this mean if you've got exposure in your portfolio?
■ ETFs: iShares launches currency hedged bond ETFs
SHARES:
■ Stock screen: Five yield shields.
■ Sector focus: Pubs cheer the sunshine.
■ Dividend of the week: In search of global mega-caps.
■ Results:
■ SThree
■ Directors' dealings: Notable transactions at President Energy, plus a table of all boardroom share trades.
■ Week ahead: A summary of key company announcements expected in the coming week.
TAKEOVERS:
