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 must make the most of shale oil and gas, says Matthew Lynn – if only to lessen our energy dependence on Russia.
The collapse of MtGox, the world’s first and largest bitcoin exchange, has sent the value of the cryptocurrency into freefall. Dominic Frisby looks at what the future holds for bitcoin.
The internet is increasingly an extension of the battlefields of real life. Matthew Partridge explains how to back the good guys, and tips the best stocks to buy now.
Even if you take into account the most optimistic figures for North Sea oil, an independent Scotland would start off in a terrible financial position.
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.
‘Alternative finance’ – including ‘peer-to-peer (P2P) lending’ and ‘crowdfunding’ – is an internet-era rival to traditional banks. There are opportunities for smart investors, says David C Stevenson.
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.
Investors can find a wide range of profitable stocks in the biotech sector. Professional investor Dr Daniel Koller tips three to buy now.
London’s property prices are well above their pre-crash levels. Everything points to this being a massive bubble, says Matthew Partridge. Here, he outlines the three key signs that prove it.
- Here’s why Mark Carney might prick London’s property bubble this year
- How to become a landlord to some of Britain’s biggest businesses
- CGT won’t deter foreign investors in London property – but this might
- Carney’s mortgage market changes are a bit of a damp squib
- Is Carney pulling the rug out from under the housing market?
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.
The eurozone recovery looks to be picking up speed. But is it enough for the ECB to loosen monetary policy? Antonia Oprita investigates.
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.