FEATURES
Harriet Russell examines the defensive qualities of luxury and discount retailers and concludes that one offers a much better fit for investors
John Baron’s Investment trust portfolio – Assessing sentiment and fundamentals
John Baron reminds readers why this discipline suggest the UK market offers compelling value
SEVEN DAYS
Our take on the biggest business stories of the past week
NEWS
Nostrum tweaks pay and reduces guidance
Dignity falls on CMA investigation
News Spotlight – Unilever, GSK on hunt for deals
Economic Outlook – The tyranny of numbers, Next week’s economics
COMMENT
The Editor – Don’t be in denial
Simon Thompson – Bargain Shares: pricing anomalies and top slicing, A bargain basement value opportunity, Conygar cashed up to target material development gains, STM in bargain basement territory
Chris Dillow – What yields predict, Gold in recessions
Mr Bearbull – Applause? No, booze
The Trader – Markets go pear-shaped in two months
Phil Oakley – Can anything stop the Rightmove juggernaut?
MONEY
Portfolio Clinic – Move cash into bonds and equities to get 5%
TIPS
Tharisa offers undervalued growth
Get a renewed source of income with John Laing Environmental Assets
Tips Updates
FUNDS
Fund comparison tools to change as IA looks to mix ETFs and unit trusts
The Interview – Efficient market hypothesis is a load of tosh
Big Theme – Can smart beta funds help you defend your portfolio?
SHARES
Taking Stock – Shell responds to green catalysts
Stock Screen – The sectors leading the charge into 2019
Sector Focus – Nickel’s electric dreams
Results
DIRECTORS DEALINGS
Future bosses in share deal flurry
Victoria bosses attempt confidence boost
