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.
The biggest problem with big data is making sense of it all, says David Thornton. Here, he looks at one small-cap firm that aims to profit by doing just that.
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.
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 Right Side issue on fracking drew an impassioned response from readers. Bengt Saelensminde runs through some of the concerns raised.
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.
Bacteria are becoming increasingly resistant to antibiotics – the biotech firms developing alternatives are set to profit handsomely, says Tom Bulford.
Bitcoin, the digital currency, has whipped up a frenzy of excitement among speculators. Ken Tindell explains how it works.
Foreign buyers could be put off from buying up prime central London property, says Merryn Somerset Webb. But not because of capital gains tax.
- Carney’s mortgage market changes are a bit of a damp squib
- Is Carney pulling the rug out from under the housing market?
- The unbeatable tax advantage landlords have over first-time buyers
- A massive opportunity in Central London – but no one’s taking it
- House prices: the government wants them up, you want them down
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.
Germany’s agenda of spending more and rolling back structural reforms, along with a demographic squeeze, do not bode well for its economy.
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.