Dear Reader,
Welcome to the October edition of Master Investor Magazine. Once again we have an exciting line-up of content from our stable of high calibre contributors, all of whom are seasoned investors/traders in their own right. In the cover story of this month's issue of Master Investor Magazine, we look at the prospects for higher inflation in the UK in the months and years to come. After years of low or negative inflation, are investors really prepared for the return of their worst enemy?
 | In this month's Master Investor Magazine |
MELLON ON THE MARKETS
Inside the mind of a Master Investor: Jim Mellon reveals the things keeping him awake at night. US ELECTION: HOW TO ADAPT YOUR PORTFOLIO The upcoming US Presidential Election is set to be the most divisive in modern history. Filipe R. Costa investigates the implications for your portfolio. THE UK AND THE PROMISE OF INFLATION TO COME Bill Blain of Mint Partners looks at why inflation expectations are rising in the UK and asks how investors can prepare themselves for higher inflation in future. FIVE INFLATION-BEATING INCOME STOCKS John Kingham of UK Value Investor unearths five companies with records of consistently beating inflation and asks whether they can continue to do so in future. HOW TO INFLATION-PROOF YOUR PORTFOLIO Nick Sudbury reveals the funds and trusts with the potential to help you beat inflation. HOW TO INVEST LIKE... PHILIP FISHER Filipe R. Costa distils the investment strategy and insights of Philip Fisher, one of the pioneers of growth investing. PROFIT FROM PROFIT WARNINGS - THREE SMALL CAP STOCKS SET TO BOUNCE BACK? Profit warnings come in threes, or so the saying goes. But sometimes, a profit warning can be a great opportunity to buy on the cheap. Richard Gill, CFA, investigates. THE FUTURE OF NUCLEAR POWER Is there a future for nuclear power after Fukushima? Victor Hill argues that there is a lot of potential in the sector, not least due to its carbon-free credentials. ARE YOUR TRADES REALLY PROFITABLE? Adrian Kempton-Cumber gets technical. Traders often ignore costs when working out their performance, but that's a big mistake, argues AKC. HOW I'M POSITIONING MYSELF FOR A TRUMP WIN Author and trader Samuel Rae explains how he’s positioning his currency portfolio should ‘The Donald’ make it to the White House in November. HOW TO BUILD A PROPERTY PORTFOLIO - PART 2 In the second instalment of this series, entrepreneur Caroline Drewett looks at how Millennials can still get on the property ladder with confidence following the end of Help to Buy. BEST OF THE BLOG We look back at some of the most popular pieces from the Master Investor Magazine website during the month of September. TRADE LIKE A SHARK Richard Gill, CFA, reviews Trade like a Shark, the latest book from ‘Naked Trader’ Robbie Burns. The book explains how traders can control their emotions to make sure they eat, and don’t get eaten, in the markets. THE MARKETS - THE ONLY TRUE DEMOCRACY Adrian Kempton-Cumber calls it as it is. Think you live in a democracy? Think again. The only real democracy – where the prevailing views of the majority of participants hold sway all the time – is the markets. MARKETS IN FOCUS Market data for the month of September. Companies and funds covered in this month's issue include: Gilead, Arrowhead, Synergy Pharma, Aurora Labs, Portage, Salva Rx, Fast Forward, Sony, The Restaurant Group, Sky, Stagecoach, British American Tobacco, Capita, AXA Sterling Index-Linked Bond, Schroder Institutional Index-Linked Bond, Newton Index-Linked Gilt Exempt, iShares Barclays Capital GBP Index Linked Gilts, Ruffer Total Return, Troy Trojan, Lindsell Train UK Equity, Lindsell Train Global Equity, Fundsmith Equity, Evenlode Income, Liontrust Special Situations, ETFS Physical Gold, ETFS Physical Swiss Gold, iShares Physical Gold ETC, John Laing Infrastructure, HICL Infrastructure Company, Utilico Emerging Markets, First State Global Listed Infrastructure, Lazard Global Listed Infrastructure Equity, F&C Commercial Property, TR Property Investment Trust, TM Hearthstone UK Residential Property, Sprue Aegis, Speedy Hire, Majestic Wine, Tokyo Electric Power Company, Areva, EDF, E.ON, Preussen Elektra, Siemens, LeonardoFinmeccanica, Korea Electric Power Corporation, Hitachi Corp, General Electric, Kier Group, iShares Global Nuclear Energy ETF, Bon Marché. With all this and more besides in this month's issue of Master Investor Magazine, what are you waiting for? 
Swen Lorenz
Editor, Master Investor Magazine
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