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Changing cycles

Mr Bearbull looks to correct an imbalance in the sector selection of his income fund

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This week's articles: 10 August 2012

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Betting on sin

Companies that sell 'sin' in its legal forms can be very useful within an equity portfolio

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This week's articles: 3 August 2012

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It's not the same company any more...

Companies change their spots. When they do, it's time to take tough decisions

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This week's articles: 27 July 2012

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The wrong sort of inflation

Rising food prices threaten to push inflation back up again. That's bad news for bonds. But is it good news for shares?