editor@moneyweek.com (Cris Sholto Heaton)

It would be quite a coincidence if the AI boom turns into a bust on the 25th anniversary of the end of the dotcom bubble, and we should be wary about jumping to that conclusion. People are very good at […]

After Covid struck five years ago, several UK real-estate investment trusts (Reits) suspended or slashed their dividends. There were dire predictions that demand for offices and shops would be so much weaker after the pandemic that payouts would never fully

I am not as much of a gold bug. I sympathise with many of the criticisms. It is not a productive asset. It does not generate an income. It incurs storage costs, so you can even say that it has

Most parts of the market that were badly hit during the pandemic have now recovered. Commercial property is an exception. Office and retail real estate investment trusts (Reits) are trading below where they were at the start of 2020, and

American stocks have become a headache for many investors. Over the past 15 years, they have raced ahead of other major markets, to the point where they now account for more than 70% of the MSCI World index. (Image credit:

I am a longstanding bull on emerging markets – a position that feels more difficult with every passing year of disappointing returns. Emerging markets have lagged developed ones for more than a decade: 3.7% per year over 10 years, versus

“India: too expensive or the world’s best growth story?” asked one of the attendees during the emerging markets session at MoneyWeek’s reader conference earlier this month, concisely summing up the dilemma for investors. India has one of the simplest and

The return you get when buying a bond and holding it to maturity is set at the outset: it’s the yield to maturity when you buy. Yet the market value of the bond between now and maturity can vary greatly

Short-term interest rates are going down – the only questions are how much central banks cut, and how fast. Longer-term rates are another matter. Yields on US ten-year Treasuries are up by half a percentage point to 4.2% over the

When Donald Trump was first elected in 2016, I said that whatever else he did, he would surely build things. His background in real estate and his fondness for grandiose plans seemed to make it a certainty. History shows that