In investing you have to get the big ideas right. By identifying and tracking secular themes, you are participating in an industry where a rising tide lifts all boats. When the key trend is working in your favour you benefit from a natural hedge against company-specific risk.
Clean energy is one of these secular themes. It is also not always the case that you can do good for humanity while at the same time making the best decision for your wallet. Human beings are self-interested, and corporations need to allocate capital as efficiently as possible.
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Powering change
A key player in photovoltaics
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Thousands of estates are sitting unclaimed in the UK – is your family name on the list?More than 5,700 unclaimed estates are on a government list waiting to be found by living relatives. We take a look at the list, and explain how to make a claim
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420,000 more pensioners to be dragged into paying income tax – how does tax on the state pension work?Hundreds of thousands more pensioners will need to pay tax on their pension income at the end of this tax year, new HMRC data shows. We look at how taxation on the state pension works.
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Investors should buy into the nuclear power renaissance – Merryn Somerset WebbOpinion A new golden age for nuclear power is upon us, says Merryn Somerset Webb
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The British railway industry is in rude health – here's why investors should jump aboardThe railway industry has bounced back from the devastating impact of the pandemic and is entering a new phase of development – and profitability
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Infrastructure investing: a haven of stable growth amid market turmoilFrom booming construction in emerging markets to digital and green transitions, the infrastructure sector offers security, returns and long-term opportunities
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The costly myth of “sell in May”Opinion May 2025's strong returns for US stocks have once again shown that putting too much weight on seasonal patterns will only make investors poorer, says Max King
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Who’s driving Tesla?As Elon Musk steps back from government with his eyes on the stars, investors ask if he’s still behind the wheel at his electric-car maker.
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Investment opportunities in the world of Coca-ColaThere is far more to Coca-Cola than just one giant firm. The companies that bottle and distribute the ubiquitous soft drink are promising investments in their own right.
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Streaming services are the new magic money tree for investors – but for how long?Opinion Streaming services are in full bloom and laden with profits, but beware – winter is coming, warns Matthew Lynn
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'Pension funds shouldn't be pushed into private equity sector'Opinion The private-equity party is over, so don't push pension funds into the sector, says Merryn Somerset Webb.
