Tilt away from the US and superpower multinational tech companies
Margo’s done well following the famous investor’s lead, but it may be time to diversify
From another crackdown on tax collection, to Isa threats and investing in defence stocks
Confusion reigns over Trump’s policies and the long-term effect of AI
Earnings multiples may look juicy, but banks are not like other companies
Investors have become overexposed to Nvidia and the rest of the ‘Mag 7’ — what lessons can they learn from this week’s stock rout?
Some stocks avoid ripples in the fixed income market
A year away has taught me a lot about the industry — and I still see opportunities on offer
Play the cards you’re dealt and be adaptable
Companies often evolve through restructuring. As investors, we have to be on top of the detail
An ageing, shrinking population will add to pressure on wages and pensions — but there are opportunities
Share certificates, company reports on paper and annual general meetings have distinct advantages
State involvement in the sector is a good reason for investors to tread carefully
Think you may have bought a turkey?
Don’t try to pretend that collecting books, coins, whisky or classic cars is investing
Don’t be distracted by thoughts of who might get into power
AI could be a game-changer for many of the tech giants
The best bargains are often to be found in debris
Select a strongly performing manager with skin in the game
The more gizmos, the more there is to go wrong, so beware
Higher prices can even be beneficial to some — and their investors
Don’t go all out to boost income without taking account of capital risks
Stuart Kirk was wrong, stockpickers protect investors’ interests and add value
Some chipmakers may benefit — but be wary of valuations
How can we tell where the next crisis will erupt?
