FEATURES
How Covid-19 could turn the tide on the crisis in pharmaceuticals
Manage risk now to help your portfolio bounce back
Our asset allocation cushioned market falls and is positioned for recovery upside, says James Norrington
Private Investors Diary – Taking a bullish cue from history
John Rosier addresses his underexposure to the US and explains his change of heart over where markets go next
SEVEN DAYS
Our take on the biggest business stories of the past week
NEWS
BP cuts long term oil price assumption by 30 per cent
Activist investors buys stake in Pearson
Cineworld faces legal action from jilted Cineplex
Boohoo corners the lockdown fashion market
Signs of a bull market in general insurance
Employment at the heart of the UK’s recovery
News Spotlight – The EU bares its FAANGs
Economic Outlook – In defence of globalisation, Next week’s economics
COMMENT
The Editor – Dividends still on pause
Simon Thompson – Small cap specials
Chris Dillow – Don’t fear liquidity, Emerging markets for the short term
Michael Taylor – Petropavlovsk: going for gold
Mr Bearbull – Tax perks in danger
MONEY
Work out the right number of holdings
Portfolio Clinic – Make sure you really are diversified
TIPS
Nestle: diversified brand power
Signature’s take-off looks premature
Tap into Vistry’s affordable growth
Buy into GoCo’s Autosave growth
Back US winners with Baillie Gifford American
Ideas Farm – Distressing debt
FUNDS
Big Theme – Look beyond coronavirus for long term growth in healthcare
IC Top 100 Funds Update – Reaping the rewards of renewable energy
SHARES
Taking Stock – Targeting the UK Mittelstand
Stock Screens – Momentum winners
Results
DIRECTORS DEALINGS
OneSavings Bank insider calls the top
EDUCATION
Phil Oakley – YouGov: turning data into gold
The gravitational pull of big brewers
