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This week's articles 30 August 2019

All the articles published in this week's magazine in one place
August 29, 2019

FEATURES

Up in the air – How to invest in the tangled future of air travel

Airline giants and their suppliers are grappling with an array of complicated challenges. But there are opportunities too. Alex Janiaud, Julia Faurschou and Ellie House report.

Banking on geopolitical upheaval

An escalating global trade war, Hong Kong protests and Brexit are all headaches for HSBC. But investors can still have faith in the bank’s management of risks beyond its control, argues Derek Leatherdale.

SEVEN DAYS

Our take on the biggest business stories of the past week

 

NEWS

Polymetal boosted as investors flock to safe havens

Thomas Cook agrees recapitalisation terms

Eddie Stobart suspends shares amid investigation

Hasbro bids for Entertainment One

 

News Spotlight – Tariff war intensifies

Economic Outlook – Doubts over profit-led growth, Next week’s economics

 

COMMENT

The Editor – On the move

Simon Thompson – BATM’s hidden value, Cambridge Cognition warning, Jersey’s licensing award to boost shareholder value

Chris Dillow – Expensive insurance, Listening to consumers

The Trader – Spotting the tell-tale signs of trouble

Further Reading – Rethinking the yield curve inversion

 

MONEY

Portfolio Clinic – Should I drain our pension pot one by one?

 

TIPS

Essentra fights back

N Brown’s loan road is hard to love

Portfolio growth at Marlowe

Photo-Me’s strategy looks scattered

Play the Japanese growth story with Legg Mason IF Japan Equity

 

Tip Updates

NMC Health

Henry Boot

Raven Property

Sportech

WH Smith

 

FUNDS

LF Woodford Equity Income stops publishing top 10 holdings

 

Big Theme – When funds get too big

 

SHARES

Taking Stock – Big tobacco and the vapour trail

 

Stock Screen – Hunting for the right type of value

 

Sector Focus – Retail into residential: a lifeline for landlords?

 

Results

 

John Laing

Macfarlane

Goodwin

South32

Premier Oil

Anglo Pacific

Playtech

Rank

Antofagasta

CRH

Computacenter

Bunzl

James Fisher

Puretech

 

WEEK AHEAD

 

TAKEOVERS

 

DIRECTORS DEALINGS

Avast non exec offloads shares

GVC directors buy in