The Adventurous Investor

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

Thinking about ETFs, indices and how to pick the right fund

Apologies but I’m still stuck in my post-Boglephase, this time with a focus on ETFs. Jack Bogle famously disliked ETFs of course, thinking that they ended up being much too tactical. He worried that they encouraged short term thinking and allowed… Continue reading →

The real legacy of Jack Bogle – Why we need more mutuals

I had the great fortune to once interview Jack Bogle, founder of Vanguard. He was effortlessly charming, the classic patrician with revolutionary zeal. On a side note, I also thought he was the classic Lost Republican – an old school… Continue reading →

Monday Macro – Why I think many UK equities are cheap

I tend to stay away from all things Brexit related but I would observe that UK focussed equities are getting hammered by the all (in my view, misguided) talk about extreme Brexit outcomes. Gary Channon, fund manager Phoenix and Aurora… Continue reading →

Why cash really is king plus more Investment Portfolio updates

Why so many “savers” ignore interest rates Quite rightly quantitative easing and the “lower rates, longer” financial model is subject to intense debate, with many pointing out that it has resulted in inflated asset prices. But critics of QE also… Continue reading →

More investment ideas for 2019

I’m still on the prowl for good investment/trading ideas for the New Year and three caught my eye this week. Two are bullish (from Liberum and Killik and Co), one more bearish. First up is the new Alternatives Portfolio from… Continue reading →

Reasons to be Bullish Part two

Global equity markets continued their positive start to 2019 last week, with a 2.8% rise in the MSCI Developed World Index and a 3.7% rise in Emerging Markets. Intriguingly Andrew Lapthorne over at SocGen reports that among the strongest sector… Continue reading →

Monday Macro – Reasons to be Bullish ?

Do equities represent decent value? The key bullish point for me is the US economy, which is still in good shape. I’d also bet that the US Federal Reserve is likely to blink before thrusting the US into a slowdown…. Continue reading →

Of hit tunes, tumbling oil prices and US intraday equities vol…a Friday smorgasbord of titbits

Listed music royalties fund Hipgnosis has just reported that in all its completed six music catalog deals. According to Liberum’s note this morning, the music catalog now comprises 1,230 songs in total. “The songs in the portfolio have achieved 1,646… Continue reading →

Alternative Finance trends for 2019

Last year was a tough year for the alternative finance sector. Funding Circle in its own way typified many of the broad trends. On one level, 2018 was a great success for the big SME lender with its IPO. But… Continue reading →

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