The MoneyWeek Podcast: Sebastian Lyon on the benefits of being boring
MoneyWeek podcast
Investment strategy

The MoneyWeek Podcast: Sebastian Lyon on the benefits of being boring

Merryn talks to Sebastian Lyon, founder and CEO of Troy Asset Management and manager of Personal Assets Trust, on his “boring” approach to asset manag…
3 Sep 2021
The US is in one of the greatest bubbles in financial history
MoneyWeek cover illustration - US stockmarket bubble
Investment gurus

The US is in one of the greatest bubbles in financial history

Jeremy Grantham, who has a history of getting big calls right, fears slumps in several wildly overpriced markets (including UK property). He tells Mer…
3 Sep 2021
Jeremy Grantham, we're in one of the greatest bubbles in financial history
MoneyWeek podcast
Investment strategy

Jeremy Grantham, we're in one of the greatest bubbles in financial history

Merryn talks to Jeremy Grantham of GMO about the current state of the markets and where investors can "hide" from all the craziness, plus inequality, …
5 Aug 2021
Mayssa Al Midani: agritech, nutrition and climate change – feeding the world while caring for the planet
MoneyWeek podcast
Global Economy

Mayssa Al Midani: agritech, nutrition and climate change – feeding the world while caring for the planet

Merryn talks to Mayssa Al Midani of the Pictet Nutrition fund about how she invests in feeding the world's expanding population in a sustainable way, …
4 Jun 2021
Simon French: why post-pandemic inflation will be short-lived
MoneyWeek podcast
Economy

Simon French: why post-pandemic inflation will be short-lived

Merryn talks to Simon French, chief economist with Panmure Gordon, about why he believes inflation will be transitory and the world will be back to th…
28 May 2021
Warren Buffett: things are looking bleak for bond investors
Bonds

Warren Buffett: things are looking bleak for bond investors

Warren Buffett, America’s best-known investor, has warned shareholders in his investment vehicle Berkshire Hathaway that “bonds are not the place to b…
5 Mar 2021
James Henderson: buy banks
Bank stocks

James Henderson: buy banks

James Henderson, director of UK investment trusts at Janus Henderson Investors, is a fan of British banking stocks.
22 Feb 2021
Cover of MoneyWeek magazine issue no 1022, Friday 23 October 2020

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Cathie Wood: the superstar investor shooting for the stars
People

Cathie Wood: the superstar investor shooting for the stars

Cathie Wood has quietly built a reputation for picking the unloved and misunderstood stocks that go on to thrive. She has just launched a new ETF that…
21 Feb 2021
Bondholders beware – inflation is coming, says Jeremy Siegel
Inflation

Bondholders beware – inflation is coming, says Jeremy Siegel

With vaccines promising an end to lockdowns, inflation won't be far behind, warns Jeremy Siegel, professor of finance at Wharton.
26 Jan 2021
Why investment forecasting is futile
Investment gurus

Why investment forecasting is futile

Every year events prove that forecasting is futile and 2020 was no exception, says Bill Miller, chairman and chief investment officer of Miller Value …
18 Jan 2021
Bill Ackman: beware of short-term market volatility
Investment gurus

Bill Ackman: beware of short-term market volatility

Bill Ackman, founder of the Pershing Square hedge fund, is upbeat on prospects for markets in 2021, but is worried about short-term volatility as coro…
27 Nov 2020
Jeremy Grantham: US should focus on “green” infrastructure spending
Renewables

Jeremy Grantham: US should focus on “green” infrastructure spending

Jeremy Grantham, co-founder of asset manager GMO, says the US must set out on a new “green” Marshall Plan to tackle climate change.
13 Nov 2020
Jonathan Ruffer: tech stocks have become “long-duration assets”
Tech stocks

Jonathan Ruffer: tech stocks have become “long-duration assets”

As with bonds, tech stocks are now held not because of that they are, but because of what investors fear if they don't hold them, says Jonathan Ruffer…
16 Oct 2020
Howard Marks: look to out of favour assets
Investment strategy

Howard Marks: look to out of favour assets

Stocks and bonds promise very low absolute returns, says Howard Marks, co-chairman of Oaktree Capital Management. But out-of-favour assets may still o…
9 Oct 2020
Mark Mobius: Lockdowns are a losing game
Investment gurus

Mark Mobius: Lockdowns are a losing game

An easing up of lockdown efforts is likely to mean ”economic recovery at the end of this year and the beginning of next year”, says Mark Mobius, co-fo…
2 Oct 2020
Will Danoff: buy firms that are doing well right now
Investment gurus

Will Danoff: buy firms that are doing well right now

Forget future earnings, says Will Danoff, portfolio manager at Fidelity. What matters is now.
28 Sep 2020
James Anderson: investors must pay "high multiples" for tech stocks
Tech stocks

James Anderson: investors must pay "high multiples" for tech stocks

Investors must be willing to pay “unreasonable prices” for high-tech growth stocks to take advantage of the huge potential returns that these companie…
14 Sep 2020
Daniel Loeb: fiery activist goes on a buying spree
People

Daniel Loeb: fiery activist goes on a buying spree

Daniel Loeb is known as a sharp-tongued investor who buys stakes in companies and then shakes them up. But the pandemic caught him flat-footed and he …
14 Sep 2020
Anatole Kaletsky: I was wrong to be bearish on stocks
Investment gurus

Anatole Kaletsky: I was wrong to be bearish on stocks

There are “three clear reasons” for equity markets to keep climbing, says Anatole Kaletsky, chief economist at Gavekal.
1 Sep 2020
James Montier: valuations are way too high
Investment gurus

James Montier: valuations are way too high

The market is completely discounting the risk to the economy and operating as if there is nothing to worry about, pricing in a V-shaped recovery, says…
10 Aug 2020
Abby Joseph: US markets have no margin for error
Investment gurus

Abby Joseph: US markets have no margin for error

Much of the markets' recent strength is down to the US Federal Reserve using monetary policy to backstop the equity market, says Abby Joseph Cohen, se…
31 Jul 2020
Christopher Wood: hold a growth and value “barbell“ portfolio
Investment strategy

Christopher Wood: hold a growth and value “barbell“ portfolio

Christopher Wood, global head of equity strategy at investment banking firm Jefferies, suggests a “barbell“ strategy of holding growth and value stock…
10 Jul 2020