Chris Dillow

Momentum investing has paid off recently, while deep value investing has done badly

Stock markets are betting that US economic growth can be sustained. There is only mixed evidence for this.

Stock markets' rises this year have been fuelled by expectations of lower US interest rates. This is no problem, as long as inflation stays low

UK manufacturers are struggling, next week's numbers could show – thanks, in part, to ongoing weakness in the eurozone

Investors need discipline as much as intelligence

The next prime minister will partly reverse fiscal austerity. This is only partially justifiable

Investors should think more about the opportunity cost of their investments – but not too much more

Next week's numbers could show a fall in wage inflation in the UK, and lower optimism in the US and eurozone

Cuts in US interest rates won't help share prices as much as you might think

Monetary growth in China has accelerated recently. If this continues, it would be good news for mining stocks and emerging markets

A weak eurozone economy is holding back UK growth, next week's figures could show – but there might be better news from the US and China

Investors can spread risk not simply by diversifying across assets, but by diversifying across time too.

Our investment decisions are influenced not just by current market conditions but also by events in our formative years