The Adventurous Investor

Investment trusts, ETFs, alternatives and more.....

WTF about Bulb, future gazing, & another metaverse ETF

Am I the only person who is totally in despair at the government bailout of Bulb Energy? Various news reports suggest that the government will have to spend £1.7 billion to supply Bulb customers this winter. Sorry but let’s just… Continue reading →

Monday Macro – an Asian vibe, China’s zero covid folly, Japan’s boost, declining Indian population growth and WFH

I’m trying to find more time to read through and analyze the challenges presented by China. Some of it is about the upside but sadly too much is about the increasingly obvious risks. I think that balance is out of… Continue reading →

Timber versus nuke funds…..plus Victorian momentum investors

JPMorgan Cazenove reports that Foresight Forestry FSF has “ raised gross proceeds of £130m through its initial public offering of ordinary shares at 100pps. This is lower than the £200m target set out in the IPO prospectus. The shares are… Continue reading →

ESG is doomed

Last week my colleagues at ETF Stream held a great event on ESG ETFs. You can see more about this cracking event HERE . I moderated two of the panels and hopefully, I managed to keep my rampant cynicism about… Continue reading →

Monday Macro – EM in trouble, divergent markets and VC floods into agtech

My own sense is that we’re moving into a more dynamic, arguably unstable, choppy market regime. Macroeconomic factors will interact jaggedly with bottom-up numbers to create a more unsettling environment where many players start quietly taking profits and wait for… Continue reading →

Interesting links – Don’t forget DeGiro, a new Twitter index, China’s exports and Aging

Low-cost share dealing Now that Freetrade is about to start another funding round, it’s possible to forget that there’s another pioneer in the field of low or zero cost share dealing: DeGiro. They are much closer to the more ‘traditional’… Continue reading →

In defence of passive and Robin Hooders

Reading Matt Levine on Bloomberg is a bit like a daily sugar fix. One can be guaranteed that he’s identified some market lunacy and will endlessly riff on its inanity. That said, too much exposure to Levine can also warp… Continue reading →

ETF spotlight – ESG event tomorrow, Chinese bonds and US inflation thematics

Just a quick reminder that tomorrow I’ll be at ETF Stream’s Big Call: ESG Investors Forum 2021. I’ll be moderating two panels on my favourite subject of ESG as a factor and using ETF within portfolio construction. You can sign… Continue reading →

Monday Macro – Which earnings numbers are important plus those missing 4 million workers

Finance 101 is that earnings matter. But as we all know, what matters is which earnings you use? Along with the debates around the usefulness of acronyms like EBITDA, there are also endless debates around forecasted earnings. Useful or just… Continue reading →

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