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.
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.
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.
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.
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.
Could an independent Scotland really hang on to the pound as its national currency? And on what terms? Simon Wilson investigates.
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.
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.
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.
Biotechnology stocks have fallen into a bear market, leaving plenty of bargain buys on the table.
This chart shows just how out of whack London’s housing market is with the rest of the country.
- Profit from Britain’s manufacturing revival – invest in the West Midlands
- How to make all your financial worries disappear in one simple move
- The London property bubble’s days are numbered
- Now could be the perfect time for Londoners to sell up
- Why the property market could be in trouble after the 2015 election
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.
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.
The global currency wars have entered a new phase – and investors should act to safeguard their wealth, says John Stepek. Here, he explains how.