FEATURES
The heat has gone out of the broader housing market, but some companies still have what it takes to deliver for investors and tackle the UK’s housing crisis. Jonas Crosland reports.
Stagnant growth, higher unemployment and rising inflation that can only be tamed by higher interest rates could be a disastrous cocktail for asset values, says Neil Wilson
IC Book Club – Investment lessons from Charlie Munger
Warren Buffett’s right-hand man has long been a proponent of a multidisciplinary approach to investment, a philosophy that’s gaining in popularity. Tom Dines does the reading.
SEVEN DAYS
Our take on the biggest business stories of the past week
NEWS
Royal Mail GDPR risks not reflected in valuation
easyJet increases profit forecast despite disruption
News Spotlight – Asos tumble highlights high valuation risks
Economic Outlook – On diminished expectations, Next week’s economics
COMMENT
The Editor – Shaky foundations
Simon Thompson – Strix investment case hots up, Bilby’s record results
Chris Dillow – The danger of judging by results, Seasonal moods
Mr Bearbull – Earnings illusion
The Trader – Swapping aluminium for soybean
No Free Lunch – Wing clip
Commodities – Patience, potash and the price of finance
MONEY
How to plan your retirement when you hit your half century
Portfolio Clinic – Cut your holdings to reduce your costs
TIPS
Ride Speedy Hire’s upgrade momentum
Don’t Reach for this value trap
High yielding Character set for a turnaround
Diversify your portfolio with Rathbone Global Opportunities
Tips Updates
International Personal Finance
FUNDS
British Empire manager to launch Japan trust
The Interview – Beating the benchmark with ‘boring tech’
Big Theme – Limit downside with ‘good’ funds
SHARES
Taking Stock – Conduct unbecoming
Sector Focus – Nato and post-Brexit defence catalysts
Stock Screen – Safe yields find safety in numbers
Results
DIRECTORS DEALINGS
Blue Prism chairman enjoys £9m payday
Softcat: Hellawells make £23m sale
