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This week's articles 17 July 2020

All the articles published in this week's magazine in one place
July 16, 2020

FEATURES

 

Tame your brain

How to beat the behaviours that can wreck your investment returns

 

No thought portfolios: Defensives and momentum still win

High beta and recovery stocks have done well recently. But these are not good long term investments, says Chris Dillow

 

Private Investors Diary: Focusing on sectors that will prosper

John Rosier explains the thinking behind his new funds portfolio and the sectors he is most drawn to

 

SEVEN DAYS

 

Our take on the biggest business stories of the past week

 

NEWS

 

Ofgem looks to slash returns

Corporate debt hits record $8.3tn

Novacyt transforms

Walgreens prompts a rethink

 

News Spotlight – Boohoo, Wirecard and the fund concentration game

 

News Feature – UK braced for prolonged period of measly income

 

Economic Outlook – Government borrowing: who cares?, Next week’s economics

 

COMMENT

 

The Editor – The thick end of it

Mr Bearbull – Valuing distress

Simon Thompson – Deep value buys

Chris Dillow – The unemployment promise, The impossibility of long-term stockpicking

Michael Taylor – The trouble with Tesla

 

MONEY

 

How much does it cost to invest in foreign markets?

 

Portfolio Clinic – Can my three-funds and short term trading strategy deliver?

 

TIPS

 

GSK continues to shine

Invest in cybersecurity with Avast

Games Workshop worth a roll of the dice

Copper return brings Atalaya back into contention

Tap into sustainable growth with Royal London Sustainable Leaders

 

Ideas Farm – The most crowded trade ever*

 

FUNDS

 

Big Theme – Funds to inflation-proof your portfolio

 

IC Top 100 Funds update – Law Debenture Corporation can look to growth to create an income

 

SHARES

 

Taking Stock – Telecoms face a China crisis

 

Stock Screen – Eight Big Reliable stocks for unreliable markets

 

Results

 

Halma

Marlowe

U&I

Dart

Motorpoint

Ocado

AO World

Dixons Carphone

McCarthy & Stone

Arbuthnot

 

WEEK AHEAD

 

TAKEOVERS

 

Analog swoops in on Maxim

 

DIRECTORS DEALINGS

 

Dart chairman sells down

Impax CFO sells on the back of AuM gains

 

EDUCATION

 

Starbucks: A great case study in brand building, but profits growth disappoints

Lessons from history: Hubris and skewed incentives in M&A

Further Reading – Noise reduction