FEATURES
Which markets look cheapest as the world rotates from growth to value
Private investor’s diary: Holding my nerve on technology
John Rosier explains why he’s holding firm against bearish commentary around the US tech sector
SEVEN DAYS
Our take on the biggest business news of the past week
NEWS
Abcam hampered by research shutdowns
Ocado full year profits to beat expectations
News Feature – Open ended property funds: time to move on?
News Spotlight – Law versus Covid-19: what’s the verdict?
Economic Outlook – Shoppers’ bullish message, Next week’s economics
COMMENT
The Editor – Not so Armless
Simon Thompson – Small cap value buys
Chris Dillow – Monopoly in question, Uncertain hopes
Michael Taylor – AB Dynamics and the importance of flexibility
MONEY
Preparing your portfolio for Brexit
Portfolio Clinic – Should our focus remain on funds rather than direct equities
TIPS
Adobe more than justifies its valuation
Light up your returns with Generac
Tap into quality growth at a good price via LF Blue Whale Growth
Ideas Farm – Quality not quantity
FUNDS
Big Theme - Alternative income trusts: what next?
The Interview – HICL: reliable income from essential infrastructure
SHARES
Taking Stock – BP sees the writing on the wall
Stock Screen – Hunting value in a growth or bust market
Results
WEEK AHEAD
TAKEOVERS
DIRECTORS DEALINGS
Computacenter chief trims holding
Activist fund grabs more of Domino’s
PROPERTY
Fears of office demise conjure Reit value
Don’t bet on recovery in retail investment market
EDUCATION
Phil Oakley - Why investors should prioritise growth over value
Lessons from history – What Donald Trump’s real estate career tells us about asset bubbles
Further Reading – ESG didn’t immunise stocks against the crash