The big stories

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.


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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 biggest energy opportunity since the collapse of the USSR

Mexico’s massive oil and gas reserves are largely untapped, reports James McKeigue. The potential for investors to profit is huge.


From ADRs to Z scores, find explanations of all those terms you wish you understood, but were too embarrassed to ask about.

Bitcoin is the global online peer-to-peer currency. Free from the interference of regulators and nation states, it has seen its value soar against traditional paper currencies.

Revealed at last, the man behind bitcoin… or is it?

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.


In our FREE twice-weekly penny share investment email, top small-cap expert David Thornton can help you master the art of investing in small companies.

'Big data' is the collection of vast amounts of information, and the use of powerful computers to make sense of it - and profit from it. It's something that will transform our lives, and something you'll hear a lot about in the next few years. And investors who get in early stand to make big profits.

The robots are coming

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.


The sugar high could be wearing off

The price of sugar bounced off a four-year low in late January, but it's set to head back down again as rain returns to Brazil - the world's top grower and exporter.

The people of Scotland go to the polls in September to decide whether Scotland will remain part of the United Kingdom, or become independent. We look at the economic and financial pros and cons of independence, and at what the referendum means for Scotland and the rest of the UK.

Scotland’s currency debate

Could an independent Scotland really hang on to the pound as its national currency? And on what terms? Simon Wilson investigates.


Our FREE contrarian investment email with unique market insights from former Square Mile trader Bengt Saelensminde, one of the shrewdest investors you'll ever meet. Every Monday, Wednesday and Friday.

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.

The storm in emerging markets spreads West

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.

Crowdfunding has created its first $1bn company – how can you profit?

Ed Bowsher looks into the crowdfunding phenomenon, and picks some of the best ways for you to profit.


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.
 
 
 
 
 
 

Biotech’s three biggest innovators

Investors can find a wide range of profitable stocks in the biotech sector. Professional investor Dr Daniel Koller tips three to buy now.


After the financial crisis, Britain's property market suffered a slump. But now house prices are rising fast, driven in part by the government's 'Help to Buy' scheme. Many people - us included - are worried we are now in bubble territory. So what does the future hold for house prices?

Profit from Britain’s manufacturing revival – invest in the West Midlands

Britain’s manufacturing sector is undergoing a mini-revival. Nowhere more so than in the West Midlands. Matthew Partridge explains how you could profit.


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.
 
 
 

Don’t get too comfortable – the eurozone crisis isn’t over yet

The scrum to get hold of Greek bonds isn’t a sign that the eurozone crisis is over, says John Stepek. Another flare-up could be around the corner.


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.
 
 
 

How to bunker your wealth from the global currency wars

The global currency wars have entered a new phase – and investors should act to safeguard their wealth, says John Stepek. Here, he explains how.