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Digital infrastructure Reits have high valuations, but serve a sector with accelerating demand
Even after recent share price rises, investors can find value
Access to growth markets in China will be important
Companies analysis from our sister publication
The metal vital to battery production will play a key role in the renewables drive but demand has yet to match up
The nuclear sector will be a necessity in the future
Fresh approaches abound in funds focused on gold, Chinese equities and ESG
Yields of 6% or more beckon, but be aware of the risks
Dividend cuts mean income investors are seeking riskier opportunities
I’ve drawn up a list of badly beaten-up stocks worthy of a punt
A new exchange traded commodity holds several advantages
It is the deepest, broadest, most liquid market for larger global businesses
Whether we like it or not, spending on arms and security will rise in the next few years
An esoteric choice they may be for private investors, but if you’re selective they can add value
Promises of huge growth are yet to materialise — but there’s huge potential
The Adventurous Investor senses there could be future value in spinout specialists
Fortnite is typical of the new business model, renting access to a platform
Investment product is falling out of fashion but can still be attractive to careful investors
‘If it hits growth targets it could soon become a very valuable business indeed’
Institutional bond investors are nervous about the energy industry and its long-term debts
Fund managers love nothing better than a big new trend and pet ownership is the next big thing
Funds are backing everything from music rights to drug royalties
Japanese equities are now trading at multiples not that different from US stocks
David Stevenson explains why he has reduced equity exposure in his portfolio
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