Investment strategy

Visit/investments/investment-strategy/600637/buying-shares-can-be-a-tricky-business
Investment strategy

Buying shares can be a tricky business

A tip gone bad reminds John Stepek that buying shares in troubled companies in the hope that they can turn themselves around doesn't always pay off.
16 Jan 2020
Visit/520115/investment-trusts-the-cinderella-of-investment-arrives-at-the-ball
People arguing © Getty Images
Funds

Investment trusts: the Cinderella of investment arrives at the ball

Investors should look beyond the market noise of a single year and examine the bigger picture. Max King explains what we can learn from 25 years of in…
8 Jan 2020
Visit/520292/passive-investing-etfs-wont-cause-the-next-market-crash
Inside The London Stock Exchange As FTSE 100 Heads For Best Monthly Gain Among Major European Markets
Stock markets

The boom in passive investing won’t cause the next crash

Passive investment funds such as ETFs are now such a fundamental part of financial markets that some people worry that they will spark the next crash.…
7 Jan 2020
Visit/520258/running-with-the-crowd-is-bad-for-your-finances-heres-how-to-resist-it
Crowd of commuters © Getty Images
Investment strategy

Running with the crowd is bad for your finances – here’s how to resist it

To be a good contrarian investor, you have to avoid being swayed by the crowd. John Stepek explains how to go about it.
3 Jan 2020
Advertisement
Visit/520181/how-the-fear-of-death-affects-your-investment-process
Mexico City Day Of The Dead  © Getty Images
Investment strategy

How the fear of death affects our investment processes

Many of our investment decisions are driven by one simple fact: the knowledge that, one day, we will be dead. Here, in an extract from his new book, J…
2 Jan 2020
Visit/520043/investment-forecasts-a-christmas-tradition-to-avoid
979-Strat-634
Investment strategy

Investment forecasts: a Christmas tradition to avoid

The annual ritual of market forecasts isn’t just useless – it could make your investment decisions worse.
31 Dec 2019
Advertisement
Visit/520245/jim-mellon-two-of-the-biggest-investment-themes-of-the-2020s
Investment strategy

These could be two of the biggest investment themes of the 2020s

Entrepreneur and investor Jim Mellon outlines the two themes that he thinks could be among the biggest investment stories of the 2020s, taken from his…
31 Dec 2019
Visit/520047/ben-inker-better-times-ahead-for-value-investors
Stock markets

Ben Inker: better times ahead for value investors

The years of pain for value investors could soon be at an end, GMO's Ben Inker said in a recent newsletter.
29 Dec 2019

Subscribe to MoneyWeek

Become a smarter, better informed investor with MoneyWeek.
Visit/519920/how-to-find-a-contrarian-fund-manager
Funds

How to find a contrarian fund manager

Contrarian investing – profiting from out-of-favour assets – isn’t easy. In an extract from his book, The Sceptical Investor, John Stepek looks at how…
27 Dec 2019
Advertisement
Visit/520060/the-good-and-the-bad-investments-of-2010s
Stock markets

The good investments of the 2010s – and the bad

John Stepek takes a look back on which investments did well and which did badly in the decade that’s about to come to an end.
26 Dec 2019
Visit/519872/beware-the-hidden-risks-when-investing-in-emerging-markets
Investment strategy

Beware the hidden risks when investing in emerging markets

Emerging markets look cheap compared with developed countries, but earnings may be less trustworthy.
23 Dec 2019
Visit/519858/how-long-can-the-good-times-roll
Economy

How long can the good times roll?

Despite all the doom and gloom that has dominated our headlines for most of 2019, Britain and most of the rest of the developing world is currently en…
19 Dec 2019
Visit/519847/frisbys-forecasts-the-year-end-autopsy-how-did-he-do
Stock markets

Frisby’s forecasts – the year-end autopsy: how did he do?

Dominic Frisby looks back on the ten market forecasts he made at the start of the year and looks at what he got right, and what he got wrong.
18 Dec 2019
Visit/519677/why-you-should-buy-uk-stocks-now
Stockmarkets

Why you should own UK stocks – and what to buy

The UK’s stockmarkets are unusually cheap compared with the rest of the world. If you don’t have substantial holdings in UK stocks, you should, says M…
16 Dec 2019
Advertisement
Visit/519427/value-investors-patience-will-be-rewarded-by-these-three-stocks
Share tips

Value investors’ patience will be rewarded by these three stocks

Professional value investor Hugh Sergeant looks to buy strong companies that trade at a discount to their true worth. Here, he picks three that should…
16 Dec 2019
Visit/519531/another-nasty-shock-for-investors-in-property-funds
Funds

Another nasty shock for investors in property funds

In 2016, open-ended commercial property funds shut their doors amid panic over Brexit. Last week, it happened again. It’s as if these funds aren’t up …
12 Dec 2019
Visit/519454/why-traders-should-believe-in-santa-claus
Stockmarkets

Why traders should believe in Santa Claus

If it’s Christmas in the markets, it’s time for the Santa Claus rally. Dominic Frisby explains what it is, how it works, and how to play it.
11 Dec 2019
Visit/519397/how-to-plan-for-the-general-election-result
Stock markets

How to plan for the general election result

John Stepek looks at the potential outcomes of Thursday’s general election and explains what each would mean for markets – and what you can do to prot…
10 Dec 2019
Visit/519240/secret-sauce-the-key-to-serial-innovation-and-profit-growth
Share tips

Secret sauce: the key to serial innovation and profit growth

Why do some companies fizzle out and fade away while others build on a strong start? Dr Mike Tubbs looks at the key factors behind sustainable success…
5 Dec 2019
Visit/519114/short-selling-is-not-unethical-whatever-the-worlds-biggest-pension-fund-tells-you
Stock markets

Short selling is not unethical – whatever the world's biggest pension fund tells you

Japan’s government pension fund is to stop lending the overseas shares it owns to short sellers. But in reality, there’s nothing wrong with short sell…
4 Dec 2019
Advertisement
Visit/518925/make-sure-your-fund-manager-has-their-money-where-their-mouth-is
Funds

Make sure your fund manager has their money where their mouth is

Are the interests of the finance professionals managing your money properly aligned with your interests? There's a relatively simple way to check.
3 Dec 2019
Visit/519004/optimism-and-how-to-invest-when-surrounded-by-threats-to-your-wealth
Investment strategy

How to invest when surrounded by threats to your wealth

As an investor, it generally pays to be optimistic, says Tim Price. Here, he explains how he navigates the current dangerous investment environment th…
2 Dec 2019
Visit/518862/finding-hidden-treasure-value-investing-is-back-in-fashion
Share tips

Finding hidden treasure: value investing is back in fashion

Focusing on cheap stocks, historically a highly successful investment strategy, has been a disappointment over the past ten years. But the tide is sta…
28 Nov 2019
Visit/518715/what-are-the-biggest-mistakes-investors-make-when-it-comes-to-tax
Investment strategy

What are the biggest mistakes investors make when it comes to tax?

The tax implications of an investment are something we rarely consider until after the event. That could prove to be an expensive mistake, says Domini…
27 Nov 2019
Visit/518563/today-at-the-moneyweek-wealth-summit
Investment strategy

Today at the MoneyWeek Wealth Summit

If you didn’t manage to get a ticket to today’s MoneyWeek Wealth Summit, here's a taste of what you missed out on this morning.
22 Nov 2019
Advertisement
Visit/518553/what-to-look-for-in-a-good-active-fund-manager
Funds

What to look for in a good active fund manager

Big is not beautiful when it comes to investing in funds. Indeed, most big fund managers are constrained on multiple fronts. Here, Tim Price explains …
22 Nov 2019
Advertisement
Visit/518429/finding-long-term-winners-the-secrets-of-successful-stocks
Share tips

Finding long-term winners: the secrets of successful stocks

Buy-and-hold investors should want to see evidence of several key characteristics before they commit to a company. Richard Beddard explains what they …
21 Nov 2019
Visit/518350/macd-histogram-stockmarket-trading-system-for-the-lazy-investor
Stock markets

The ideal trading system for the lazy investor – 12 trades in 19 years

Dominic Frisby's MACD histogram trading system has a history of keeping you out of the market during crashes and in for the great bull markets. And yo…
20 Nov 2019
Visit/517988/jamie-dimon-the-wealth-gap-is-a-huge-problem
Economy

Jamie Dimon: the wealth gap is a huge problem

America's wealthy have been getting wealthier, says Jamie Dimon, chairman and CEO, JPMorgan Chase. The rest of the population hasn't kept pace.
18 Nov 2019
Visit/517982/dont-overpay-when-investing-in-ethical-funds
Stock markets

Don't overpay when investing in ethical funds

Does sustainable or ethical investing pay? The evidence is mixed. But one thing matters more than anything else, says Robin Powell.
18 Nov 2019
Visit/518259/is-value-investing-finally-on-the-comeback-trail
Stock markets

Is value investing finally on the comeback trail?

Value investing – buying cheap, unloved stocks – is rarely a popular strategy. But with cheap stocks now very cheap indeed, it could be making a comeb…
18 Nov 2019
Visit/518153/investment-trusts-the-perfect-product-for-a-reliable-retirement-income
Funds

Investment trusts – the perfect product for a reliable retirement income

If you want a very long-term investment that produces an income into your retirement while preserving your capital, buy an investment trust, says Merr…
18 Nov 2019
Visit/518066/how-to-invest-in-a-world-of-relentless-political-risk
Economy

How to invest in a world of relentless political risk

Global geopolitics has become a "black swan" machine. Unexpected things just keep happening. How are you supposed to invest in a world full of politic…
14 Nov 2019
Visit/517920/jim-mellon-dividend-stocks-look-cheap-but-beware-inflation
Economy

Jim Mellon: dividend stocks look cheap – but beware inflation

John Stepek talks to Jim Mellon ahead of the MoneyWeek Wealth Summit to get his views on some of the hottest topics in finance today.
13 Nov 2019
Visit/517866/reasons-to-be-cheerful-with-montanaros-ed-heaven
Stock markets

Reasons to be cheerful with Montanaro’s Ed Heaven

John Stepek talks to fund manager Ed Heaven about political turmoil, ethical investing, and why ultimately human ingenuity will prevail.
12 Nov 2019
Visit/517725/paul-tudor-jones-investors-cant-ignore-elections
Economy

Paul Tudor Jones: investors can't ignore elections

The 2020 US presidential election will have a massive impact on stockmarkets, reckon staff at Paul Tudor Jones’ investment firm
11 Nov 2019
Visit/517791/want-to-lose-all-your-money-invest-in-an-ipo
Stockmarkets

Want to lose all your money? Invest in an IPO

If you feel yourself getting swept up in the excitement of a new disruptive stock coming to market, watch out. Buying into an IPO nearly always involv…
11 Nov 2019
Advertisement
Visit/517760/mmt-is-coming-the-us-dollar-is-here-to-stay-and-value-investing-is-dead-an-interview-with-dylan-grice
Investment strategy

MMT is coming, the US dollar is here to stay, and “value” investing is dead: an interview with Dylan Grice

John Stepek talks to Dylan Grice about everything from inflation, MMT and he US dollar to the Bull market in "duration" and the future of the financia…
7 Nov 2019
Visit/517555/if-you-dont-know-whats-in-your-ethical-fund-are-you-really-an-ethical-investor
Investment strategy

If you don’t know what’s in your ethical fund, are you really an ethical investor?

With no universal definition of what counts as “ethical”, so-called ESG funds can cover a wide range of sins, from tobacco stocks to arms-makers. If y…
5 Nov 2019
Visit/517445/howard-marks-dont-rule-out-negative-interest-rates-in-the-us
Economy

Howard Marks: don't rule out negative interest rates in the US

Current conditions in the US don't call for negative interest rates. But that doesn’t rule them out, says Howard Marks, founder of Oaktree Capital Man…
5 Nov 2019
Visit/517444/how-reliable-is-your-income-from-dividend-payouts
Investment strategy

How reliable is your income from dividend payouts?

Many blue-chip stocks are stretching their dividend payouts to the limit. Make sure you don’t pay the price.
4 Nov 2019
Visit/517323/how-to-invest-in-us-stocks-on-the-cheap
Stockmarkets

How to invest in US stocks on the cheap

Investing in US stocks used to be an expensive hassle. Not any more, says David Stevenson.
3 Nov 2019
Visit/517430/the-road-to-an-era-of-inflation
Investment strategy

The death of value investing and the road to an era of inflation

John Stepek talks to Dylan Grice, co-founder of Calderwood Capital, about inflation, duration and the “death” of value.
31 Oct 2019
Visit/516777/bill-gross-the-danger-for-markets-of-ever-lower-interest-rates
Economy

Bill Gross: the danger for markets of ever-lower interest rates

Bill Gross – the billionaire co-founder of giant asset manager Pimco, is worried about the effect long-term low interest rates are having on the marke…
21 Oct 2019
Visit/516748/sticking-your-head-in-the-sand-is-not-an-option
Stock markets

Sticking your head in the sand is not an option

The Woodford debacle has made many people who are already nervous of the stockmarkets think that investing is not worth it. But most of us need to pro…
17 Oct 2019
Visit/516739/woodford-believed-his-own-hype-now-his-investors-are-paying-the-price
Neil Woodford

Woodford believed his own hype – now his investors are paying the price

Neil Woodford was once one of the brightest stars in Britain’s investment firmament. Then he came crashing down to earth. John Stepek explains what we…
17 Oct 2019
Visit/516684/woodfords-empire-collapses-what-happens-to-his-investors-now
Funds

Woodford’s empire collapses – what happens to his investors now?

With Neil Woodford getting his marching orders and his funds being shut down, John Stepek explains what it means for his former empire, and for those …
16 Oct 2019
Visit/516551/neil-woodford-closes-equity-income-fund
Neil Woodford

The fall of the house of Woodford – and what it means for your money

Neil Woodford has been fired from his Equity Income fund, which is now being wound up. John Stepek looks at how he got into this mess, and what it mea…
15 Oct 2019
Visit/516430/another-october-stockmarket-crash
Stock markets

Are we heading for another October crash, or should you stay long?

Stockmarket crashes always seem to happen in October. And markets are currently in a downtrend. Dominic Frisby asks if we’re heading for something mor…
10 Oct 2019