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.
Lots of small businesses are fed up with being paid late. David C Stevenson looks at the innovators that have come to put an end to it.
- 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
- University spin-offs: how to get onboard the tech firms of tomorrow
- Crowdfunding takes Dragons’ Den into the mainstream
Greek turmoil is unnerving investors – and there's lots to be nervous about. But I'm still happy to buy into Europe, says John Stepek.
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 is dependent on gas to meet its energy needs. Can we really afford not to frack?
- Fracking would unleash our very own economic miracle
- How you could make money from fracking without buying shares in an oil company
- The next few months could be very exciting for investors in fracking
- The biggest energy opportunity since the collapse of the USSR
- British fracking could weaken Putin’s grip on Ukraine
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.
Investment manager Carl Harald Janson tips three biotech stocks to profit from the full range of opportunities this exciting sector has to offer.
Thousands of new £1m-plus flats are being built in London. Locals don’t want them – so who’s going to buy? They’ve got bubble written all over them, says Dominic Frisby.
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 left-wing populist party, Syriza, has been elected with a mandate for radical change in Europe.
- A lesson from Winnie-the-Pooh for a Europe that’s gorging on ECB honey
- Without serious change, Britain is on course for a Greek-style debt bomb
- The real reason Syriza won power – in one simple chart
- Greece tells Europe to shove austerity: here’s what it means for you
- The Greek election: what to watch out for and what it means for you
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.
Japan’s quantitative easing programme is the biggest in the world. And it just got bigger. That’s great news for Japanese stocks, says John Stepek.