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This week's articles 10 August 2018

All the stories from this week's magazine
August 9, 2018

FEATURES

The real deal

Capital flooding into private equity funds has reached record highs, but James Norrington and Emma Powell consider whether the market is in danger of overheating

Japan – sun rising?

John Baron explains why the portfolios have been adding to their Japanese exposure

SEVEN DAYS

Our take on the biggest business stories of the past week

NEWS

Animal health specialists fail to capitalise on demand

Bellway impresses in two-speed market

Applegreen plots reverse takeover

Spire slashes guidance but potential remains

News Spotlight – KAZ defends Russian roulette spin

Economic outlook – Faint hope for savers, This week's economics…

 

COMMENT

The EditorCar trouble

Chris Dillow – Don’t trust the poundToo many equities?

Simon Thompson – On track for highly profitable growthArmed for further growth and Bug busting results

Mr BearbullThe American dream

The Trader – Japan’s endless grind

 

MONEY

Investing in Aim stocks can mitigate inheritance tax

Portfolio Clinic – Make asset allocation a conscious decision

 

TIPS

Aviva: income on the cheap

Microsoft grows above the clouds

Fresnillo’s buried treasure

RM: a class (room) act

Get good value growth with Fidelity Special Situations

 

Tip updates

Serica Energy

Mitchells & Butlers

Warpaint

Harvey Nash

Walt Disney

 

FUNDS

JLIF investors to vote on cash bid

Mark Mobius to launch emerging markets investment trust

Top 100 fundsValuation ‘is a terrible predictor of stock market performance’

InterviewWhatever metric you choose Japan looks good

 

SHARES

Taking StockEstate agents exposed as the tide rolls out

Results

Rolls-Royce

Clipper Logistics

GlobalData

Foxtons

Hiscox

Shire

Non-Standard Finance

RSA Insurance

RPS

London Stock Exchange

RBS

Serco

Vivo Energy

Ferrexpo

Merlin Entertainments

International Consolidated Airlines

Portmeirion

Eurocell

Spirent

Mondi

Cobham

Essentra

Barclays

HSBC

William Hill

Millennium & Copthorne Hotels

Ultra Electronics

Synthomer

Kosmos Energy

SDL

Verona Pharma

Intertek

Meggitt

Rotork

Zotefoams

Standard Life Aberdeen

Hargreaves Lansdown

ContourGlobal

Interserve

Genel Energy

Glencore

Domino’s Pizza

InterContinental Hotels

Hill & Smith

Prudential

ConvaTec

Inmarsat

Centamin

IWG

 

Week ahead

Stock screens – Seven high quality small caps

Sector Focus – Are diamond shares the real deal?

Directors dealings

Blue Prism chief in £7.6m sale

Clipper Logistics directors buy the dip