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 4 issues 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.
Matthew Partridge explains how you could cash in by helping the fracking industry work more cleanly and efficiently.
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.
It’s early days in the P2P finance revolution, but there are already promising listed businesses to buy, says David C Stevenson.
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 Scottish independence debate has thrown up a couple of consensus assumptions that could do with more challenging, says Merryn Somerset Webb.
The next great bull market will be in a technology that could change the world, says Dominic Frisby – but you’ve probably never heard of it.
The bottom line
10,000The number of butlers employed in Britain. In the 1970s there were only a few hundred, but as the ranks of the rich have swelled in recent years, the profession has experienced a revival.
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.
A new kind of cancer therapy could make a big difference to survival rates – and transform the fortunes of one big UK drugs company. Matthew Partridge explains.
London’s property market may still seem strong. But in reality, things aren’t so rosy. Matthew Partridge looks at how much longer London’s house-price bubble can run.
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 Italian government has come under renewed pressure to reform as the economy lapses back into recession.
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.