Investment strategy

Six of the most interesting books I read in 2021
Books

Six of the most interesting books I read in 2021

John Stepek picks six of his favourite books covering everything from blockchain to stockpicking, and the perils of doing business in Russia.
28 Dec 2021
Predictions are pointless – but we do them anyway
Investment strategy

Predictions are pointless – but we do them anyway

We were right on much of what we predicted for this year, but wrong on much of it, too. The only thing we can say about the future is that it is unpre…
24 Dec 2021
The MoneyWeek Podcast: a very strange year, when forecasting anything became almost impossible
Investment strategy

The MoneyWeek Podcast: a very strange year, when forecasting anything became almost impossible

Merryn and John talk about the past year in the markets, the rise of inflation and the bond market's reaction (or lack of it), and conclude that nothi…
23 Dec 2021
Frisby’s Forecasts: how did my predictions for 2021 pan out?
Investment strategy

Frisby’s Forecasts: how did my predictions for 2021 pan out?

Dominic Frisby looks back at the predictions he made at the start of the year and finds that, all things considered, he hasn't done badly at all.
22 Dec 2021
I wish I knew what momentum investing was, but I’m too embarrassed to ask
Too embarrassed to ask

I wish I knew what momentum investing was, but I’m too embarrassed to ask

Momentum investing – the opposite of the “buy low, sell high” advice – is based on the observation that trends in the stockmarket can continue for lon…
21 Dec 2021
Margin lending: investors are loading up on cheap debt to buy stocks
Investment strategy

Margin lending: investors are loading up on cheap debt to buy stocks

Central banks will be slow to raise rates, but even small changes matter with US margin debt at record highs
20 Dec 2021
Things are expensive, but we are not yet in a full “everything bubble”
Investment strategy

Things are expensive, but we are not yet in a full “everything bubble”

When people are paying $650,000 for an imaginary yacht, you might think asset price inflation has got completely out of control. But there are still p…
17 Dec 2021
Steen Jakobsen: reality has become outrageous
Investment strategy

Steen Jakobsen: reality has become outrageous

Merryn talks to Steen Jakobsen of Saxo Bank about his annual “outrageous predictions” – and how reality is proving a match for anything he can come up…
17 Dec 2021
New companies vs old companies: a more interesting concept than “value stocks” vs “growth stocks”
Sponsored

New companies vs old companies: a more interesting concept than “value stocks” vs “growth stocks”

Many investors divide companies into “value” stocks and “growth” stocks. But a more useful distinction might be between old companies and new companie…
15 Dec 2021
I wish I knew what asset allocation was, but I’m too embarrassed to ask
Too embarrassed to ask

I wish I knew what asset allocation was, but I’m too embarrassed to ask

Asset allocation is the process of dividing your investments between different asset classes, such as shares, bonds, property, cash and gold. Here's h…
14 Dec 2021
I wish I knew what an IPO was, but I’m too embarrassed to ask
Too embarrassed to ask

I wish I knew what an IPO was, but I’m too embarrassed to ask

When a private company decides to sell shares in itself on the stockmarket for the first time, it conducts an “IPO”. Here's what that means.
13 Dec 2021
Lessons for investors from the 1800s
Investment strategy

Lessons for investors from the 1800s

New data suggests that factors such as value, momentum and low beta have a long history of success
13 Dec 2021
Change is coming – but your investment approach should stay the same
Investment strategy

Change is coming – but your investment approach should stay the same

High inflation, extreme market volatility, populations at loggerheads. Things are changing fast, says Merryn Somerset Webb. But for investors, the usu…
10 Dec 2021
What tightening Covid rules mean for your money
Investment strategy

What tightening Covid rules mean for your money

The government has introduced new rules to slow the spread of Covid. John Stepek looks at what they could mean for the markets, interest rates, and yo…
9 Dec 2021
I wish I knew what a bond was, but I’m too embarrassed to ask
Too embarrassed to ask

I wish I knew what a bond was, but I’m too embarrassed to ask

When thinking of investing many people automatically think of the stockmarket. But there is another market – the bond market. So what exactly is a bon…
7 Dec 2021
What is a dividend yield?
Too embarrassed to ask

What is a dividend yield?

Learn what a dividend yield is and what it can tell investors about a company in MoneyWeek's latest “too embarrassed to ask” video.
7 Dec 2021
Why the “capital cycle” is so important for investors to understand
Investment strategy

Why the “capital cycle” is so important for investors to understand

Price is important when investing. But there’s something else to consider, says Merryn Somerset Webb – the capital cycle. Here’s what it is and why it…
3 Dec 2021
Ewan Markson-Brown: the joy of small companies
Investment strategy

Ewan Markson-Brown: the joy of small companies

Merryn talks to Ewan Markson-Brown of Crux Asset Management about why when it comes to emerging markets, he much prefers to invest in micro- and small…
3 Dec 2021
Forget socialism – shareholder capitalism is delivering
Economy

Forget socialism – shareholder capitalism is delivering

Many Millennials say they would prefer to live in a socialist society. That's understandable. But while socialism promises everyone ownership and powe…
3 Dec 2021
I wish I knew what ESG investing was, but I’m too embarrassed to ask
Too embarrassed to ask

I wish I knew what ESG investing was, but I’m too embarrassed to ask

ESG investing – investing with a focus on environmental, social and governance issues – is the latest incarnation of ethical investing. Here's what it…
30 Nov 2021
What the Omicron variant means for your money
Investment strategy

What the Omicron variant means for your money

The Omicron variant of Covid-19 is panicking the markets. Will we see a new lockdown? What does it mean for the economic recovery, for inflation and f…
30 Nov 2021
Index-linked bonds could prove a costly inflation hedge
Government bonds

Index-linked bonds could prove a costly inflation hedge

Index-linked bonds are designed to keep pace with inflation, but at these prices you are locking in a loss
29 Nov 2021
Two outstandingly cheap UK stocks in an age of mad valuations
UK stockmarkets

Two outstandingly cheap UK stocks in an age of mad valuations

In these times of nutty company valuations, there is still plenty of opportunity around, says Merryn Somerset Webb. Take these two stocks, for example…
26 Nov 2021
Everyone wants more leisure time – but is that possible?
Investment strategy

Everyone wants more leisure time – but is that possible?

One of the effects of the pandemic is that everyone wants to work less – whether from home or in the office. But is that possible over the long term?
26 Nov 2021