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.
Using crowdfunding to buy property to let is tempting, says Merryn Somerset Webb. But it carries an awful lot of risk.
- The ‘disruptive innovators’ making waves in finance
- Alternative finance: The exciting rebels elbowing their way into a boring business
- Gordon Brown to take over at RBS – and five more predictions for 2015
- What Lending Club’s float means for peer-to-peer lending
- Lending Club IPO is a big boost for the peer-to-peer lending sector
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.
Investment guru Jeremy Grantham believes US fracking is a red herring, and oil prices are set to rise.
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 really exciting thing about bitcoin isn’t the currency, says Dominic Frisby, its the technology behind it. It has the power to change the world.
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.
AstraZeneca’s interest in a small biotech firm is a reminder of why tiny drug companies are so important, says David Thornton.
- Britain’s leading fund manager’s new start-up fund has got it right – almost
- Three biotech stocks to buy as the sector comes of age
- Why 2014 has been a ‘breakthrough year’ for gene therapy
- This could be the most important scientific breakthrough in our lifetimes
- I met a very interesting man last week
We don’t have a housing shortage in the UK, we just don’t have enough of the right houses in the right places, says Merryn somerset Webb.
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.
Eurozone finance ministers have agreed to extend Greece’s bailout for another four months. John Stepek looks at what this means for investors.
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 threat of Greece leaving the eurozone has investors feeling jittery. But it’s far from the only big risk out there. John Stepek looks at the top five.