magazine 17 Nov 2016

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The market may be taking Donald Trump’s shock US presidential election victory in its stride but investors need to start planning now for the next big shift. In this week's Shares we discuss the events that could shape the near and longer-term direction of global stock markets, flag a selection of Trump-friendly investment ideas and talk to experts. We also investigate whether now is the time to reconsider Europe, reveal why infrastructure funds are so popular and talk turkey over tax-free retirement planning. There's also an in-depth look at Burberry, our view on Vodafone's 6.2% income yield plus loads more company news, market stats, our best investment ideas and much more.

The stocks to soar as America enters a new phase in history

An insight into how Henderson EuroTrust views the market and selects assets

Government spending in many parts of the world is expected to accelerate on roads, hospitals and more

Sector posts worst official performance since 2012 but looks to be stabilising

Earnings could beat expectations if current revenue growth trend is sustained

Investors start dash for trash as government bond yields rise

Telecoms giant has mixed fortunes but cash flow is on track

Sources suggest Reynolds has rejected bid

Plane lessor in discussions on sale of 22 aircraft

Shares in NHS software supplier have fallen too far, say analysts

Publisher looking to offload non-core titles

Sales growth and margins provide more opportunities

Controversial coal mine project back in the frame on power plant proposal

Profits breakthrough on the radar

Small cap media firm could thrive if Trump turbo charges the US economy

Packaging outfit coy on guidance even as earnings double

Constellation Software in talks to buy British firm

Small cap has foot in many doors but has yet to seal any major deals

Multi-asset income book provides protection for uncertain times

An increasing number of providers are rethinking their product range

Personal allowances and ISAs can help beat the taxman

Trump adds fuel to positive outlook for the base metal

Change in 10-year government yields since US election

Old school indicator proves its value in 2016

Aussie-headquartered oil producer sparks up on Texas acqusition

Diversified business model helps Associated British Foods

Crop shortage spurs prices, MP Evans bid increased

Inmarsat wins new customer for Global Xpress product

It's been a roller coaster 2016 for precious metals

Market awaits update on fragile trading conditions

Good autumn could help to offset some of the bad summer conditions at pub company

Solid year-to-date growth supports forecasts at support services outfit

Why the macro view is very important at present

Leading market position creates scope to boost income

Tesco’s renaissance and Crown Chicken deal are among reasons to feast on pork processor

Market likes the news but broker admits its forecasts were too high