Investment strategy

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
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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/518437/great-frauds-in-history-richard-whitney-and-the-white-knights-pensions-raid
Investment strategy

Great frauds in history: Richard Whitney and the White Knight’s pensions raid

Richard Whitney went from being the “White Knight” of Wall Street and president of the New York Stock Exchange to a convicted embezzler.
27 Nov 2019
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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
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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
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
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/518105/great-frauds-in-history-lord-kylsant-and-rmspc
Investment strategy

Great frauds in history: Lord Kylsant and RMSPC

Owen Philipps, AKA Lord Kylsant, manipulated the account of the Royal Mail Steam Packet Company (RMSPC), leaving the company's shareholders with nothi…
20 Nov 2019
Visit/518350/macd-histogram-stockmarket-trading-system-for-the-lazy-investor
Investment strategy

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
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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
Stockmarkets

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
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Share tips

Three high quality and high income stocks at bargain prices

Professional investor David Smith of the Henderson High Income Trust selects three of his favourite high quality income stocks.
18 Nov 2019
Visit/518259/is-value-investing-finally-on-the-comeback-trail
Stockmarkets

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
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Visit/517742/great-frauds-in-history-jerry-dominellis-ponzi-scheme
Investment strategy

Great frauds in history: Jerry Dominelli’s Ponzi scheme

J. David “Jerry” Dominelli's classic Ponzi fraud cheated investors out of $80m in the 1980s.
13 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/517584/top-quality-stocks-for-income-and-growth
Share tips

Three top-quality stocks for income and growth

Professional investor Hugo Are picks three UK stocks that offer an attractive yield and the prospect of income and capital growth.
11 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
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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
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Investment strategy

Great frauds in history: Byrraju Ramalinga Raju and Satyam

Byrraju Ramalinga Raju boosted the share price of his company by inflating profits, cash flows and assets, creating false bank statements, customer in…
6 Nov 2019
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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/516985/great-frauds-in-history-victor-jacobowitzs-phoney-account
Investment strategy

Great frauds in history: Victor Jacobowitz’s phony account

Victor Jacobowitz fiddled the inventory records of his health and beauty products business and defrauded investors out of €177m.
30 Oct 2019
Visit/516721/great-frauds-in-history-albert-grant
Investment strategy

Great frauds in history: Albert Grant

Albert Grant made his money buying worthless companies and using fraud, hype and manipulation to sell them to the public at vastly inflated prices.
23 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/516344/great-frauds-in-history-james-whitaker-wright
Investment strategy

Great frauds in history: James Whitaker Wright

James Whitaker Wright's London and Globe Company acquired various mining companies, fiddled the accounts and defrauded investors out of millions.
16 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
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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
Visit/516243/active-fund-managers-and-passive-investing
Investment strategy

Once again – active fund managers are no better in bear markets than in bull runs

Active fund managers claim to provide more value than passive funds when the market is falling. But that simply isn’t true, says John Stepek. Here’s w…
9 Oct 2019
Visit/515931/canadas-dependable-dividends
Share tips

This overlooked investment trust can help you tap in to Canada’s dependable dividends

Canada is often dismissed as dull, but it looks exciting for income seekers. And this investment trust can help adventurous types to build a portfolio…
8 Oct 2019
Visit/515997/gervais-williams
Economy

Gervais Williams: how will we get out of a recession?

We've endured plenty of recessions before. But the problem this time is that central banks don’t have much room to cut interest rates, says Gervais Wi…
7 Oct 2019
Visit/516063/the-rise-of-independent-research-outfits
Stock markets

The rise of independent research outfits

EU rules have reduced analysts’ coverage of small caps. But new sources of information have sprung up, says Scott Longley.
3 Oct 2019
Visit/515710/great-frauds-in-history-prescott-jernegans-gold-hoax
Investment strategy

Great frauds in history: Prescott Jernegan’s gold hoax

Prescott Jernegan claimed to be able to extract gold from seawater. He couldn't, of course. But he persuaded an awful lot of people that he could
2 Oct 2019
Visit/515684/why-investors-should-pay-attention-to-director-dealings
Investment strategy

Why investors should pay attention to director dealings

Recent director dealings show that company executives and wealthy families are getting nervous. Maybe we should be too.
30 Sep 2019
Visit/515852/dont-touch-woodford-patient-capital-with-a-bargepole
Funds

Why you still shouldn’t touch Woodford Patient Capital with a bargepole

The price of the Woodford Patient Capital investment trust has fallen so far that you may think it looks like a bargain buy. Think again, says John St…
30 Sep 2019
Visit/515790/investing-and-uk-and-us-politics
Investment strategy

Here’s how investors should react to the latest political earthquakes in the UK and US

By anybody’s standards, politics today – at home and abroad – is an ugly mess. But that shouldn’t matter to you as an investor, says John Stepek. Here…
26 Sep 2019
Visit/515350/great-frauds-in-history-harry-marks-and-his-dodgy-tips
Investment strategy

Great frauds in history: Harry Marks and his dodgy tips

Harry Marks used his position as the owner of a financial newspaper to con investors into putting their savings into a non-existent gold mine.
25 Sep 2019
Visit/515334/robert-shiller-we-could-be-talking-ourselves-into-a-recession
Economy

Robert Shiller: we could talk ourselves into a crisis

Robert Shiller, the Yale economics professor and winner of the Nobel Memorial prize, believes "stories" can affect economics.
23 Sep 2019
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