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Malcolm Wheatley

Recent Articles

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Investing Articles

A better place to hunt for bargains in the FTSE indices

| Malcolm Wheatley

Right now, the UK's two leading indices’ performances have markedly diverged. For real bargains, look in the FTSE 250.

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Asian Indian male white collar worker on wheelchair having video conference with his business partners
Investing Articles

Markets are nervous. Why wait for shares to get expensive?

| Malcolm Wheatley

While the economics newsflow is improving, markets — rightly — remain nervous. Should you worry? I’d argue not: sit it…

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Elevated view over city of London skyline
Investing Articles

Navigating choppy waters

| Malcolm Wheatley

We've seen this movie before. There will be undoubted bargains — but also, very likely, basket cases.

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A pastel colored growing graph with rising rocket.
Investing Articles

Gilt yields rocket to crazy levels

| Malcolm Wheatley

In the market turmoil, gilt yields have rocketed skywards. For my money, equities remain the better bet.

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Senior woman wearing glasses using laptop at home
Investing Articles

1.5 million pensioners are working. Convinced you want to join them?

| Malcolm Wheatley

The over-65s are heading back to the workforce — in droves. No one knows why, but the cost-of-living crisis is…

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Investing Articles

Why ignoring investment fads can boost your wealth

| Malcolm Wheatley

A year ago, investors couldn’t unload fossil fuel stocks fast enough. Now, they’re buying them back. The moral: beware investment…

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Shot of a senior man drinking coffee and looking thoughtfully out of a window
Investing Articles

Tempted to cut back on your pension investments? Don’t!

| Malcolm Wheatley

Evidence is emerging that people are cutting back on pension saving and investing. Doing so may be tempting, but the…

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Investing Articles

Go global for growth

| Malcolm Wheatley

The Bank of England’s latest forecasts make grim reading: hello, recession. Other countries look set to fare better. But are…

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Investing Articles

Are you sleepwalking your way to poverty?

| Malcolm Wheatley

At first glance, the capital required to fund a comfortable retirement can look out of reach. But run the figures,…

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Investing Articles

Might falling inflation see these preference shares’ trajectories suddenly reverse?

| Malcolm Wheatley

On inflationary worries, prices of preference shares have been beaten down — and even-higher inflation will drive them still lower.

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estate agent welcoming a couple to house viewing
Investing Articles

Are you missing out on Real Estate Investment Trusts?

| Malcolm Wheatley

Many investors overlook Real Estate Investment Trusts. Which is a shame, as it’s a decent way to get exposure to…

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Shot of a senior man drinking coffee and looking thoughtfully out of a window
Investing Articles

Markets are slumping. Should you worry?

| Malcolm Wheatley

Yes, markets are nervous. Yes, the economic news is darkening. But look at the facts, and the supposed gloom seems…

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Investing Articles

Just because it’s plausible, doesn’t mean it’s right

| Malcolm Wheatley

Investing manias didn’t stop with tulips, or the South Sea Bubble — or the dotcom era and subsequent dubious investment…

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Investing Articles

The dangers of chasing yield

| Malcolm Wheatley

Most sources of market data quote dividend yields. But how accurate are they? Sometimes, not very — potentially significantly misleading…

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Investing Articles

3 ways to beat volatile stock markets

| Malcolm Wheatley

Volatile stock markets can be painful markets, sapping investors’ confidence. Yet simple steps can go a long way towards protecting…

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Investing Articles

Bond markets are tanking. Why?

| Malcolm Wheatley

Bond markets are sinking, with bond yields climbing rapidly. But equity markets are nervous, too - breaking the inverse correlation…

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Happy diverse people together in the park
Investing Articles

A flock of Black Swans could soon eat your profits

| Malcolm Wheatley

Is it me? Or are ‘Black Swan’ events become more frequent? The answer? Diversification. But many investors’ approach to diversification…

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Investing Articles

Tempted by gold? Don’t be

| Malcolm Wheatley

Why see your wealth shrink by 10%+ a year, when stocks are an option?

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Investing Articles

Buying shares in today’s markets isn’t a guilt-trip

| Malcolm Wheatley

Is taking advantage of today’s low prices somehow exploiting Ukrainians? My view: no. Your share purchases — like your sales…

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Investing Articles

Is your ISA safe from Rishi’s tax grabs?

| Malcolm Wheatley

Taxes are heading to a post-war high. Will tax-exempt ISAs be hit? Some investors are worried.

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Environmental technology concept.
Investing Articles

The world’s big tech stocks go on sale

| Malcolm Wheatley

Tech stocks are tricky to value, but some look oversold. Looking back, we may well see today’s prices as something…

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Investing Articles

Long-term pension investors’ hidden advantage

| Malcolm Wheatley

The biggest source of household wealth? Private pensions.

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Investing Articles

The Footsie wobbles. Does opportunity knock?

| Malcolm Wheatley

Markets are nervous. On the other hand, they have a lot to be nervous about. But for the bold —…

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Investing Articles

Wealth-building’s 2021 successes

| Malcolm Wheatley

The post-pandemic savings boom continues, albeit at a slower rate, as Covid restrictions limit spending. Finding the cash to invest…

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Close-up of British bank notes
Investing Articles

Battered investors look to rebuild income streams

| Malcolm Wheatley

2020 savaged income investors' income streams. Things are getting better, but we’re not back to 2019 levels yet.

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Investing Articles

Stock markets aren’t hazardous to your wealth

| Malcolm Wheatley

Stock markets are dangerous, you’ll hear – often from people who’ve never invested.

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Investing Articles

The feel-good factor has left the building

| Malcolm Wheatley

Shares relying on consumer discretionary expenditure look set for a fall — but will eventually become bargains, as belt-tightening eases.

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Aerial shot showing an aircraft shadow flying over an idyllic beach
Investing Articles

East, west — who cares? Just go

| Malcolm Wheatley

Overseas markets can be attractive opportunities. True, there are some downsides in terms of complexity, tax, and cost. But in…

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Inflation in newspapers
Investing Articles

Will inflation be thematic investing’s next big thing?

| Malcolm Wheatley

Thematic investing is rightly popular. But is inflation about to become a theme?

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Inflation in newspapers
Investing Articles

4%+ inflation is on the way. What to do?

| Malcolm Wheatley

With inflation eroding incomes, Real Estate Investment Trusts are worth a look.

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Mature woman with headache at home
Investing Articles

10 things that lots of people don’t ‘get’ about shares

| Malcolm Wheatley

Buying shares is easier — and cheaper — than ever. Despite this, some aspects of investing remain opaque. Here are…

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Typical street lined with terraced houses and parked cars
Investing Articles

Are your friends and neighbours getting richer than you?

| Malcolm Wheatley

The pandemic has seen many people grasp an opportunity to rebuild their finances, repay debt and build savings.

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Investing Articles

Mr Market has a meltdown

| Malcolm Wheatley

Benjamin Graham’s ‘Mr Market’ is deservedly famous.

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Investing Articles

Why investing in index trackers might not be right for you

| Malcolm Wheatley

Index trackers are big business, and have been around a long time.

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Investing Articles

For real inflation-beating returns, it has to be the stock market

| Malcolm Wheatley

Since 1989, the after-inflation returns from the stock market have been three times as high as those from bank accounts.

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Investing Articles

The Internet success story that no one knew about

| Malcolm Wheatley

On Tuesday 8th of June, the Internet went dark. Or at least, it did if you were reading the Guardian,…

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Investing Articles

5 ways to become a better investor

| Malcolm Wheatley

Even the investing ‘greats’ are still learning — ask Warren Buffett.

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Investing Articles

Lower returns beckon: here’s how to avoid them

| Malcolm Wheatley

Markets are nervous: inflation saps real returns.

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Three generations of joyful Asian family celebrating Chinese New Year
Investing Articles

The ‘smell test’: when an investment doesn’t feel right

| Malcolm Wheatley

Applying a commonsense ‘smell test’ can help — even if it results in over-caution.

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Investing Articles

Investment lessons from a high-speed crash

| Malcolm Wheatley

The stock market’s response to Covid-19 was breathtaking in its speed.

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