The Adventurous Investor

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Great new digital infrastructure event on July 14th plus robotics podcast

One for your diary. On Wednesday 14th July I’m hosting a Digital Infrastructure Forum at Maitlands with some fabulous speakers from Cordiant, D9, Gravis, Schroders, and  Vantage Towers with more to come. It’s a really interesting topic and if you… Continue reading →

Monday Macro : No stockmarket bubble (yet) and going again on China.

An SG Research double bill today – on two big topics. First off are stockmarkets in a bubble, with the S&P 500 for instance up just a shade under 90% in less than 15 months. I think we’re not in… Continue reading →

New space race and latest (positive) numbers for Stenprop

Space, the final frontier for investors, looks like it might be about to move centre stage – with new structures emerging on a regular basis. Last week I looked at a new exchange traded fund from the HanETF team. You… Continue reading →

Update – D9, Oakley and eToro (FTCV)

A quick update today on two of my favorite funds plus a new stock worth watching. First off comes news today that Digital 9 Infrastructure has raised another £175m, taking it to I think around £500m or so in market value…. Continue reading →

Monday Macro – More on inflation plus Asset managers still in favour

US investment firm Brown Advisory has just released a useful primer called “ Inflation in the US Economy”. It provides a very clear overview of how inflation and investments interact. Two charts stand out – the first one below shows… Continue reading →

A deep dive into an AgTech favourite : Deere

Note – this article appeared first at FutureFoodFinance : Look inside the portfolio of most food-oriented funds, including the Foodtech related ones, and you’ll probably find one of America’s most venerable industrial companies, John Deer. The 68th largest business in… Continue reading →

HANetf on a roll with a great super beta product: the great travel oscillator

I must say that HanETF has been on something of a roll in recent months with new products. I featured their excellent new sports betting ETF last week in Citywire. This week in Money Week I have also mentioned their… Continue reading →

Digital savings and event next Thursday (10th) on digital assets

One of the key aspects of digital investments is the nature of the asset – who runs custody, how is it managed, who proves an asset is what it is, and how can we properly analyse supposed ‘ real asset… Continue reading →

Monday Macro (on Tuesday) – Barclays equity gilt study on a future US unwind and EM debt

Barclays released the latest edition of their classic tome the Barclays Equity Gilt study last week. I thought I would highlight two key sections. The first is focused on the massive US fiscal and monetary expansion. For the record, I… Continue reading →

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