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.
Greece has been lurching from bailout to bailout for years now. But things could be coming to a head. So how will the Greek debt crisis be resolved? Will Greece agree to restructure its economy? Or are we looking at a 'Grexit', with Greece leaving the eurozone?
Leaving the euro is exactly what Greece needs – but this is an awful way of going about it, says Bengt Saelensminde. It will leave the country bankrupt.
Jonathan Loynes and Jennifer McKeown, economists at Capital Economics, look at the key issues and challenges of a Grexit, how it might be best managed, and set out a timetable for change.
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.
The lending side of alternative finance has seen staggering growth. David C Stevenson explains all you need to know about setting up a P2P lending portfolio.
- Join the bitcoin revolution
- Peer-to-peer mortgages: a promising bet for the adventurous
- The craft beer bubble is just a symptom of a much deeper malaise
- Alternative finance: Helping Britain’s ‘gazelle companies’ to leap the funding gap
- Peer-to-peer lenders still hopeful they will be included in Isas after Budget disappointment
When it comes to buying shares and funds, there are several investment platforms and brokers to choose from, with varying fees and charges. Find out which is best for you.
6 April is 'Pensions Freedom Day' - when retirees are given much greater freedom on how they use the money in their pension pot. We look at what the changes are likely to mean for you and your investments, and how to go about making sure you have enough to be comfortable in your retirement.
Not everyone is enjoying all the benefits of pensions freedom. Merryn Somerset Webb runs through the options for frustrated pensioners.
Bitcoin has yet to go mainstream, but it will eventually turn our whole way of life upside down. Dominic Frisby asks whether it’s time to invest in the digital currency.
- Dominic is wrong – the time is ripe for digital gold
- This hyped-up company now owns tonnes of gold – but you still shouldn’t touch it
- Don’t touch this gold and bitcoin combo with a ten-foot bargepole
- Three bubbles that are ready to pop
- Bitcoin is still in a bear market – but its story is a long way from over
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
- The stocks to buy in the war for the internet
- How to make money from talking toothbrushes and cloud computing
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 nascent UK fracking industry has suffered a major setback following Cuadrilla’s failed bid to drill four exploratory wells.
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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.
Cheap money, artificial credit, and zero interest policies have created all sorts of bubbles since the financial crisis of 2008. Dominic Frisby looks at three that are ready to pop.
Investing for your children's long-term future is an excellent idea. But what should you buy? The Kids' Portfolio is a simple collection of four funds intended to be tucked away for 20 to 40 years.
The number of rich foreigners who are willing and able to buy top-end London property is falling fast. London house prices are just too high, says Merryn Somerset Webb.
- The balance of power is shifting away from property owners
- It’s tough to get a mortgage – so why aren’t house prices falling?
- Help to Buy: a terrible policy doing exactly what we thought it would
- Two of Britain’s best property timers may finally be pulling out of the market
- Is it time to charge capital gains tax on homes?
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.
With ECB money-printing and low interest rates, the euro is crashing spectacularly. John Stepek looks at what it means for your investments, and how you can profit.