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This week's articles 16 March 2018

All the articles published in this week's magazine in one place
March 16, 2018

FEATURES

Future-proof miners

Alex Newman consider the investment opportunities that lie ahead in commodities as a result of innovation and supply gaps in key metals.

Private investor’s diary: Thinking big on technology

John Rosier explains why he’s aiming to build up exposure to companies that are benefiting from advances in technology

What your investment manager won’t tell you

Robert Merrifield explains why it pays to understand the ‘Agent’s dilemma’ at the heart of the fund management industry

SEVEN DAYS

Our take on the biggest business stories of the past week

 

NEWS

Greencore fails to break US

Telit recovery yet to strike

DRC miners: super-taxed

Aviva’s preference shares plan proves controversial

 

News Spotlight – Death of the ad agency

Economic Outlook – Retailers’ housing woe, Next week’s economics

 

COMMENT

The Editor – Housebuilders’ strong hand

Simon Thompson – Bargain Shares Updates, Bargain Shares Updates Part II

Chris Dillow – The wrong sort of inflation, Long-run currency risks

Mr Bearbull – The flexible approach

The Trader – You are NOT the weakest link

 

MONEY

 

Are Ifisas worth the risk?

 

Portfolio Clinic – Reduce your exposure to high yield bonds

 

TIPS

 

Benefit from Chi-Med’s drugs pipeline

CLS has room to boost rental income

Gateley: a case of value and income

Buy into Joules’ earnings upgrade trend

Diversify with less risk via Royal London Ethical Bond

 

Tips Updates

Conviviality

Alumasc

AA

Fulham Shore

President Energy

 

FUNDS

 

Murray International’s return to form continues

 

Big Theme – How to avoid investing in a closet tracker

 

IC Top 100 Companies Update – TB Evenlode Income to soft close

 

SHARES

 

Taking Stock – Red in tooth and claw

 

Stock Screens – Forget value, go for growth

 

Sector Focus – The NHS: after the bleak midwinter

 

Results

Aviva

Allergy Therapeutics

Lookers

PageGroup

LSL Property Services

Esure

Tritax Big Box

Ophir Energy

G4S

Restaurant Group

Stock Spirits

4Imprint

FDM

Microgen

Hill & Smith

Tyman

Craneware

Breedon

River & Mercantile

TT Electronics

John Laing

Spirent

Communisis

Premier Oil

Domino’s Pizza

Alfa Financial Software

Impellam

SIG

Eve Sleep

Eurocell

Global Ports

Zotefoams

XLMedia

Inmarsat

Midwich

Applegreen

Non-Standard Finance

Close Brothers

GVC

H&T

Countrywide

TP Icap

Restore

Antofagasta

Cairn Energy

Polymetal

Fevertree

Bango

Hikma Pharmaceuticals

Computacenter

Advanced Medical Solutions

Dignity

Morrison

Balfour Beatty

Marshalls

Brooks Macdonald

Prudential

Empresaria

Marshall Motor

EKF Diagnostics

John Menzies

Secure Income Reit

Kenmare Resources

 

WEEK AHEAD

 

TAKEOVERS

 

DIRECTORS DEALINGS

 

Merlin director buys on the dip

Spire’s new boss tops up