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This week's articles 18 September 2020

All the articles published in this week's magazine in one place
September 18, 2020

FEATURES

 

Where to invest next?

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

 

Rio chief executive to go

Aviva rises on Singapore sale

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

 

WM Morrison

Forterra

Rank

Team17

Saga

Dunelm

Ashmore

MJ Gleeson

Redrow

Costain

Advanced Medical Solutions

MP Evans

Silence Therapeutics

Polypipe

Vectura

Marshalls

Central Asia Metals

Redde Northgate

Galliford Try

 

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