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This week's articles 7 August 2020

All the articles published in this week's magazine in one place
August 6, 2020

FEATURES

 

Why markets crash

How unconventional economic thinking can help investors manage risk

 

Investment trust portfolio: Remaining focused on the long term

John Baron remains investors of the rationale for sticking with good quality growth stocks and highlights attractive themes

 

The real bubble in US growth stocks

Do up and coming companies deserve their hyped valuations, asks James Norrington.

 

SEVEN DAYS

 

Our take on the biggest business stories of the past week

 

NEWS

 

IWG upbeat despite swinging to a loss

FCA suggests six month wait for property fund withdrawals

Is Apple drifting away from reality?

Hastings confirms takeover offer

 

News Feature – Defence in a post-Covid world

News Spotlight – BP outlines bright new world while cutting dividend

 

Economic Outlook – No money trouble, Next week’s economics

 

COMMENT

 

The Editor – The property puzzle

Simon Thompson – Targeting value plays

Chris Dillow – Forty years of disappointment, Permanent privilege

Michael Taylor – Trade Royal Mail’s momentum potential

Mr Bearbull – The Goldilocks yield

 

MONEY

 

How to manage the lifetime allowance

Diversify beyond bonds to meet your return target

 

TIPS

 

Buy Asos’ “good” growth story

Ride Volution’s second wind

Stick with Softcat for growth

High-yield Urban Logistics going cheap

Play a future recovery with Axa Framlington UK Mid Cap

 

Ideas Farm – Value in trouble

 

FUNDS

 

Big Theme – Surviving the investment trust shake up

IC Top 100 Funds Update – Identifying key tech themes for growth

 

SHARES

 

Taking Stock – AA confirms private equity approaches

 

Results

 

AstraZeneca

Jupiter Fund Management

Rathbone Brothers

Primary Health Properties

Drax

FDM

Unite Group

Seplat Petroleum

HSBC

Tyman

Schroders

Fuller, Smith & Turner

Royal Dutch Shell

Anglo American

Lloyds Banking

Standard Chartered

Chi-Med

GoCo

Robert Walters

Morgan Advanced Materials

RSA

Man Group

London Stock Exchange

NatWest

Indivior

International Consolidated Airlines

British American Tobacco

Intertek

Calisen

Diageo

Rotork

Keller

Hiscox

Spectris

Hill & Smith

William Hill

Morgan Sindall

RHI Magnesita

Legal & General

Segro

Direct Line

 

WEEK AHEAD

 

TAKEOVERS

IAG to raise funds, is Rolls next?

 

DIRECTORS DEALINGS

 

Mitie CEO buys in

Sabre Insurance chief actuary sells down

 

PROPERTY

 

Will government stimulus head off housing market challenges?

Property Matters – Retail to residential harder than it seems

 

EDUCATION

 

Lessons from history: pawnbrokers and payday loans

Further Reading – Dealing with radical uncertainty