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?
The enormous sums the US is mobilising to tackle climate change and build infrastructure won’t just benefit domestic investors.
Where they do business is more important than where they are listed
Good companies and a rising yen should tempt investors
How can investors tell when a lack of accountability becomes a problem?
Remember to focus on the quality of the underlying holdings
Protect your portfolio with diversified foreign investments
Products for ageing populations — and electric bikes — have far to travel
