The big stories

Successful investing isn't just about analysing individual stocks or bonds. Many studies suggest that the majority of returns are down to asset allocation - in other words, being in the right sector at the right time.

 With that in mind, these are some of the key, big picture, long–term investment themes that we think investors should be paying particularly close attention to. We'll update on them regularly here, but for the most in-depth coverage and analysis, subscribe to MoneyWeek magazine, click here to claim 3 issue for FREE.


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Hydraulic fracturing - 'fracking' - is the energy story of the 21st century. This new technology means previously unrecoverable reserves of oil and gas can now be extracted. It has transformed the energy markets in the US, and led to huge new opportunities for investors. Below, we explore the best ways to play this exciting story.
 
 
 

The next few months could be very exciting for investors in fracking

Britain’s fracking industry has so far failed to reach its full potential. But new regulations could soon change that. Matthew Partridge explains how you could profit.


From ADRs to Z scores, find explanations of all those terms you wish you understood, but were too embarrassed to ask about.

Bitcoin is the global online peer-to-peer currency. Free from the interference of regulators and nation states, it has seen its value soar against traditional paper currencies.

Revealed at last, the man behind bitcoin… or is it?

In what looked like the scoop of the year, Newsweek proclaimed that it had uncovered the identity of Bitcoin’s mysterious creator, ‘Satoshi Nakamoto’. But doubts soon emerged.


In our FREE twice-weekly penny share investment email, top small-cap expert David Thornton can help you master the art of investing in small companies.

'Big data' is the collection of vast amounts of information, and the use of powerful computers to make sense of it - and profit from it. It's something that will transform our lives, and something you'll hear a lot about in the next few years. And investors who get in early stand to make big profits.

The robots are coming

Automation is set to completely reshape the job market as technology becomes more sophisticated. But it’s not the low-skilled jobs the robots are after, says David Thornton.


The price of nickel is due an upturn

Speculators have pushed up the price of nickel to over $17,000 a tonne. Australian investment bank MacQuarie says it could hit $30,000-$50,000 a tonne in 2016.

The people of Scotland go to the polls in September to decide whether Scotland will remain part of the United Kingdom, or become independent. We look at the economic and financial pros and cons of independence, and at what the referendum means for Scotland and the rest of the UK.

Scotland’s currency debate

Could an independent Scotland really hang on to the pound as its national currency? And on what terms? Simon Wilson investigates.


Our FREE contrarian investment email with unique market insights from former Square Mile trader Bengt Saelensminde, one of the shrewdest investors you'll ever meet. Every Monday, Wednesday and Friday.

Emerging markets have traditionally been seen as rewarding brave investors with higher returns for taking on more risk. But now fear has set in and currencies and stock markets have fallen hard. That's left some markets looking better value.

The storm in emerging markets spreads West

Emerging-market angst is now hitting Western stocks. How worried should investors be?


Alternative finance is the 21st century internet alternative to traditional banks. It includes peer to peer (P2P) lending and crowdfunding. There are plenty of opportunities for smart investors to profit. And while it may carry more risk than some other forms of investing, the potential returns are huge.

Invest in the rise of alternative finance

Peer-to-peer lending firms are increasingly disrupting traditional banking. John Stepek looks at how to profit from this alternative finance revolution.


Biotech stocks have been booming over the last few years. Anyone who has invested will have made some very respectable profits. And it's a bull market that's set to continue for some time yet.
 
 
 
 
 
 

Biotech slump is buying opportunity

Biotechnology stocks have fallen into a bear market, leaving plenty of bargain buys on the table.


After the financial crisis, Britain's property market suffered a slump. But now house prices are rising fast, driven in part by the government's 'Help to Buy' scheme. Many people - us included - are worried we are now in bubble territory. So what does the future hold for house prices?

How London property compares with the rest of Britain

This chart shows just how out of whack London’s housing market is with the rest of the country.


Sovereign debt among many countries in Europe is running dangerously high. If any country defaults, it poses a threat to the rest of the eurozone and to the single currency itself. And if the euro collapses, it would have enormous consequences for world markets, the global economy - and your wealth.
 
 
 

Ongoing financial repression has created immoral hazard

Investors have been goaded into taking excessive risks, says Tim Price. Central banks only have themselves to blame.


In increasingly desperate attempts to bolster their economies, many of the world's central banks are following policies of money printing- so called 'quantitative easing' - and lowering interest rates, pushing down the value of their currencies. Here we examine why, what it means for you, and how you can profit.
 
 
 

How to bunker your wealth from the global currency wars

The global currency wars have entered a new phase – and investors should act to safeguard their wealth, says John Stepek. Here, he explains how.


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