Infrastructure is hot, again. President-Elect Donald Trump says he is enthusiastic about upgrading the nation's crumbling roads and energy networks.
As global stockmarkets reach record highs, investors are left with a quandary as we tiptoe into 2017.
Populists are all the rage today (except in Austria) but if we want to understand what they might do next - and the likely impact on share prices - maybe it is time to contemplate recent events in India.
There seems to be a curious symmetry between Donald Trump's plans for growth and those of the 'evil, trade dumpers' based in China.
Let us dream up an investment solution for what I call the 'wary mass affluent investor'. They have decided that holding too much cash is increasingly pointless, have been scared senseless by talk of a bond rout, and think yields of 2% to 4% are frankly...
After Donald Trump's win, the cynic might begin to wonder what it will take to shock equity investors into a full-blown sell-off.
Is the FTSE 100 a classic cyclical play or a quality stock lover's nirvana? The index is seen by many as an overly cyclical index, which is dependent on interest rates and oil prices, but the contrarian investor might take a different view.
It strikes me, as we approach the denouement of the whole sorry saga of the US Presidential Election, that global markets are still incredibly complacent, not only just about the possibility of a Donald Trump victory but also of possible post-election...
There is a sad corner of hell reserved for those investors (me included) who spend a large amount of their time scrutinising the tables showing 52-week lows and highs for individual share prices.
It is time to head back to the combustible subject of oil. Regular readers of this column will know that back in early September, I predicted a messy demise for the commodity.
Become a lender, not an investor
Passive providers could do everything their active peers do with a little creativity and more joined up thinking, writes David Stevenson.
There is something of a yawning disconnect between investment rhetoric and portfolio reality when it comes to the knotty issues of ethical and sustainable investing. Lots of financial professionals nod wisely about the importance of ESG factors, and then...
Even though I admit to being something of an investment trust enthusiast, I rarely bother to peruse the manager statements for the funds I own.
Dividends can count for 90% of returns
Over the past year, emerging market (EM) assets have looked much perkier. MSCI's emerging market stock gauge is up 13% this year, almost four times as much as the broader MSCI World index of developed-nation stocks.
David Stevenson takes a closer look at whether the oil sector is back to the 'old normal'.
Our new Theresa May-led Conservative government seems to be engaged in a classic example of kitchen sink revisionism, steadily ditching a whole series of commitments made by its predecessor.
So much for the old adage that investors should 'sell in May and go away'. Markets seem to be in an almost euphoric mood, having survived a near brush with death over Brexit.
A couple of weeks back, I found myself spending a lovely afternoon with an old friend who says he works in emerging markets investing but looks suspiciously like someone who works for the CIA.
Will new Prime Minister attack pension benefits?
I have long been a paid-up member of the disruptors brigade, arguing technology will make us all happier, wealthier individuals - along the way upending whole business sectors.
Investors pile into asset class post-Brexit vote
Questions surround validity of forecasting