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This week's articles 31 July 2020

All the stories from the latest issue of Investors Chronicle
July 30, 2020

FEATURES

Borrowed growth

The world is hugely reliant on technology but does that mean tech companies – and their shares – will keep delivering gains or are they simply basking in borrowed growth from the future? Megan Boxall reports.

America's great stock market conundrum

Second-quarter hedge fund letters weigh in on whether the bull market in shares is on borrowed time. James Norrington reports.

SEVEN DAYS

A round-up of the biggest business stories of the past week

NEWS

GSK seeks vaccine recovery

Next shares jump as coronavirus sales blow softens

Will Hammerson prove the short-sellers right?

Disney: is a return to earnings growth a fantasy?

Retail sales data hint at recovery, but the future is unclear

Investors should buckle up for the US presidential race

Economic Outlook: What monetary policy can do; Next week's economics…

 

COMMENT

The Editor: Gold rush

Mr Bearbull: New-look income funds

Simon Thompson: Small-caps under the radar

Chris Dillow: When funds underperformWhen knowledge is a dangerous thing

The Trader: Trade the turnaround in Centrica

No Free Lunch: Time critical for Boohoo

 

MONEY

Portfolio Clinic: Align your strategy and aims

How to prepare for a CGT raid

 

TIPS

The rationale for Roche

Computacenter rides the IT surge

Buy into Topps Tiles’ rebound

Touchstone having a gas

Ideas farm: The new Cold War

Buy growth at a discount with Baillie Gifford Japan

 

FUNDS

Get exposure to gold the right way

Murray International looking to beat dividend drought via diversity

 

SHARES

Taking Stock: McDonald's unsavoury second quarter flounder

Company results

Unilever

Howden Joinery

Bodycote

Cohort

G4S

Croda International

IG

Beazley

Games Workshop

Relx

Centrica

Pearson

Greggs

Fresnillo

St James’s Place

Smith & Nephew

Dignity

Reckitt Benckiser

IG Design

Smurfit Kappa

Rio Tinto

Taylor Wimpey

Weir Group

Moneysupermarket.com

Barclays

Sabre Insurance

 

Week ahead 3-7 August

Directors dealings

Husband of IntegraFin COO sells down

Outgoing Randall & Quilter co-founder sells £0.8m

 

EDUCATION

Phil Oakley: Lockdown reveals the harsh truth about balance sheets and buybacks

Lessons from history: It’s chaos out there

Further reading: Is Amazon good for the market or the consumer?