Investment Strategy
The latest news, updates and opinions on Investment Strategy from the expert team here at MoneyWeek
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Europe's forgotten equities offer value and growth
Opinion Jonathon Regis, co-portfolio manager, Developed Markets UCITS Strategy, Lansdowne Partners, highlights forgotten equities he'd put his money in
By Jonathon Regis Published
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The flaw in Terry Smith’s strategy at Fundsmith
Opinion Fundsmith has invested in some excellent companies, but it has struggled to decide when to sell, says Max King
By Max King Published
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How to invest in the travel industry's boom
The travel industry is in rude health despite uncertainty about the global economy, Trump’s policies and geopolitical concerns. Investors should buy in now
By Dr Matthew Partridge Published
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Earnings estimates are a rigged game – especially in the US
The number of US stocks beating earnings estimates tells us only that guidance has deliberately been set too low
By Cris Sholto Heaton Published
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Private assets: profit from the potential in these funds
Opinion Charlotte Cuthbertson and Tom Treanor of the Migo Opportunities Trust highlight three funds where they'd put their money
By Charlotte Cuthbertson Published
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How to cash in on investment trusts that are selling up
Managed wind-downs and portfolio sales can be an attractive opportunity for patient investors
By Rupert Hargreaves Published
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How to approach active ETFs
Active ETFs have several advantages over other forms of open-ended investment vehicles, says David Prosser
By David Prosser Published
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Emerging markets must deliver growth
Emerging markets have benefitted from the rotation away from the US – but can the rally last?
By Cris Sholto Heaton Published
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Are defence stocks the new big tech?
Investors think defence stocks offer the greatest opportunities for growth. Which are the key players?
By Dan McEvoy Published