Light up your investing, recession realities, Ultra Electronics, Balfour & more

As all IC readers know, it really is the most wonderful time of the year. Our special annual bumper edition contains 16 features from IC writers and fund managers as they examine the prospects for key asset classes, stock markets and sectors in the coming year. 

Meanwhile, Chris Dillow claimed the role of the IC grinch this week, informing us that come the new year we'll be faced with a recession caused by the post-Christmas lull in economic activity. This was backed this up by his feature on the UK economy. The message from Mr Dillow this Christmas? There is very probably trouble ahead.

One company faced with trouble come 2019 is defence contractor Ultra Electronics. It has already had a torrid 2018, becoming one of the most heavily-shorted stocks on the market. Is Alex Janiaud still confident in the shares? Click here to find out.

And talking of 2019, our companies writers headed into the studio to look at the themes that are set to dominate next year, whichever way near-term political sentiment blows. Click here to listen to our free podcast.

Elsewhere, Balfour Beatty has sensibly taken steps to strengthen its balance sheet while remaining selective on the work it takes on. Jonas Crosland reports that the company is to beat expectations.

As always, click here to read all the stories from this week's magazine.

And on that cheery note…


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