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 them regularly here, but for the most in-depth coverage and analysis, subscribe to MoneyWeek magazine, click here to claim four issues for FREE.
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Alternative finance is the internet age's 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.
Universities are at the heart of advances of science, medicine and technology. But they are also hugely successful incubators of the high-tech companies of the future. Dr Mike Tubbs explains here how the Research Investment newsletter can help investors get onboard the best university spin-offs ahead of the pack. (Capital at risk)
- Crowdfunding takes Dragons’ Den into the mainstream
- How bitcoin could help the world’s poor get access to decent toilets
- An exciting future for tech stocks
- The P2P lending market is throwing up some exciting opportunities for investors
- What will happen to the trendy new lenders as interest rates rise?
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 opportunity for fracking to transform some of Britain’s poorest areas is too good to pass up, says Matthew Lynn.
John Stepek looks at how some of the hottest trends in the tech world are transforming the lowest-tech industry of them all – mining.
- Introducing Dr Download – how to profit from wireless medical technology
- Walter Price: The future of software is in the cloud
- This incredible technology could form the next great bull market
- What the rise of the ‘smart home’ means for penny share investors
- This Belfast firm is cashing in on big data – and you can too
The current financial system is preventing half the world’s population from enjoying a decent standard of living. Bitcoin and other alternative currencies could change all that, says Dominic Frisby.
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.
Science is only just getting to grips with the fact that 90% of our body is made up of bacteria – the microbiome. Bengt Saelensminde investigates.
The British public’s obsession with owning houses can make for a life of utter misery, says Merryn Somerset Webb.
- House prices are starting to dip – but will they slide further?
- Tighter rules for mega-rich foreigners could dent London property prices
- Timberrr! Are UK house prices finally starting to topple?
- Even if you want higher taxes, Labour’s mansion tax is a really stupid idea
- House prices: pausing for breath or the start of something big?
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.
Recession in the eurozone threatens to take the shine off Britain’s own recovery. Emily Hohler reports.
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.
Japan’s quantitative easing programme is the biggest in the world. And it just got bigger. That’s great news for Japanese stocks, says John Stepek.