What to invest in now (March 2026)?

The world is once again in chaos! The USA and Israel have decided to attack Iran without considering the impact on the rest of the world. Oil/gas prices have doubled.

What this has shown is that the developed world is extremely dependant on oil and gas, especially as it has removed the use of coal in power stations. Renewable energy is not dependable, so oil and gas is still necessary for most countries.

The only other viable solution for 24x7x365 energy is nuclear power. Major countries will now start to escalate their nuclear energy programs (Australia, China, India, EU, UK, etc.). Although this will be a long term swing (5-10 years), I can envisage nuclear energy companies doing well.

Stock Tip - Sage plc seems good value to me

 Full disclosure - I hold shares in Sage (currently at a loss). I intend to sell my shares before April 5th to generate a loss for CGT purposes and then rebuy inside my ISA after April 5th and increase my holding.

As well as being undervalued, it has a good dividend yield and good future growth.

Here is ChatGPT's view on Sage.....

How I use AI for investing

AI can hallucinate (it makes stuff) and can lie, however it can be very useful to get some ideas on investing.

Many analysts reduce the current global economic cycle to four big forces: