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This week's articles 14 August 2020

All the articles published in this week's magazine in one place
August 13, 2020

FEATURES

 

Rethinking supply chains

How Covid-19 could change the way companies operate

 

Private Investor’s Diary – Sticking with equities and gold

John Rosier continues to position his portfolio in stocks that will benefit from the 'new normal'

 

SEVEN DAYS

 

Our take on the biggest business stories of the past week

 

NEWS

 

Balfour Beatty losses highlight Covid construction rout

Deal costs deepen at Just Eat Takeaway.com

Petropavlovsk rebels win tight shareholder vote

Accelerated FDA review for possible Alzheimer’s drug

 

News Feature – Can broadcasters survive streaming battle?

News Spotlight – Planning reforms may be limited in boosting housing values

 

Economic Outlook – Record borrowing – no problem, Next week’s economics

 

 

COMMENT

 

The Editor – Beware the bounce

Simon Thompson – Targeting tech stocks

Chris Dillow – Simplicity beats complexity, The diversification premium puzzle

Michael Taylor – Trade Auto Trader’s V-shaped recovery

 

MONEY

 

How much cash should you hold?

 

Portfolio Clinic – Increase your overseas exposure

 

TIPS

 

Navigate the crisis with Garmin

Bargain hunt with B&M

Diversified Gas & Oil has room to grow

Helical is too cheap on a 40% discount

Look past the crowd with Marlborough European Multi-Cap

 

Ideas Farm – Show some metal

 

FUNDS

 

The Big Theme – Investment trust property picks

 

Tech trusts for maximum growth: Allianz vs Polar Capital

 

The Interview – Ruffer Total Return Fund prepares for trouble ahead

 

Shares I love: Tencent

Shares I love: Paypal

 

SHARES

 

Taking Stock – Prudential confirms separation of US businesses

 

Stock Screen – 10 Safe Yield shares

 

Results

 

Glencore

Mondi

XP Power

Kosmos Energy

PageGroup

Synthomer

Serco

Evraz

Hikma Pharmaceuticals

Aviva

Phoenix Group

Tritax Big Box

Convatec

ITV

Vitec

Spirent

Standard Life Aberdeen

Hargreaves Lansdown

TP ICAP

ContourGlobal

Zotefoams

Plus500

Derwent London

Domino’s Pizza

SDL

Admiral

M&G

Avast

Intercontinental Hotels

Spirax-Sarco

Capital & Counties

Gamesys

Quilter

Petrofac

CLS

 

WEEK AHEAD

 

TAKEOVERS

 

Aveva looks to buy Softbank-backed OSIsoft

AA attracts another suitor

 

DIRECTORS DEALINGS

 

Rentokil’s North American chief sells stake

JTC chief operating officer sells down

 

COMMODITIES

 

Mining’s lack of diversity is a reminder of its dark past in Africa

 

EDUCATION

 

Phil Oakley – Oxford Instruments: a clever business making clever products

 

Further Reading – The invisble heart of the market

 

Lessons from history: ‘prohibition makes anything precious’