The Adventurous Investor

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

Fund sector bits and pieces – FARM, VSL and Private Equity

We should hear today whether we have our first proper agricultural land fund listed on the London Stock Exchange. Cantor Fitzgerald is due to report back on how fund raising has gone today for FARM, which was looking to raise a… Continue reading →

Monday Macro – Chinese TomTom traffic data, Low gold vol and perceived Eurozone inflation that isn’t there

At the risk of boring readers, I’m not surprised that the global markets have taken fright at recent developments relating to the coronavirus. They should be frightened at the short-term impact. As I’ve been saying endlessly in Citywire, markets are… Continue reading →

One step forward, one step back for aircraft leasing funds

Another interesting week for the niche aircraft leasing funds sector – this is a tale of two halves one could almost say. The good news came earlier in the week with the announcement from Amedeo, a London listed fund which… Continue reading →

My new investment trusts buy list…the Dynamic 35 and Prudent 15

I’ve long been a fan of the Sharepad/Sharescope service. Strikes me as an excellent product for the investor who wants more detail from their portfolios – and properly track their watchlists. Anyway, I’ve long known the services founder (Martin Stamp)… Continue reading →

Fund stories….Pershing on Agilent, ESG Fixed Income, the next big thing and curbing competition in Japan

A quick round-up of interesting titbits today from the land of funds investing… First off, it’s always worth listening to the latest from hedge fund supremo Bill Ackmann of Pershing Square. Jefferies’ fund’s analyst Matt Hose listened in to the… Continue reading →

Monday Macro – earnings rebounding nicely…in Europe

The undertone of my column this week for Citywire is the old good news, bad news concept. Two steps forward, one step backward. Overall, I’m still fairly bullish about stock markets and equities though I am markedly more cautious in… Continue reading →

Bits and pieces from funds land

OK, before I start with a quick round-up on observations form the world of funds, just a reminder that my event on decarbonization is on today. We’re pretty much full up but if you do want to come along, sign… Continue reading →

Monday Macro – More of the Boris Brexit Bouncee to come

Whenever I talk to my favorite UK equity managers about the Boris Brexit Bounce (the BBB) they tend to frown a bit and say that “most of the bounce has already happened!”. I have my doubts about that caution.  My… Continue reading →

Syncona Capital Markets day

I think it’s worth reporting back on the Syncona Capital Markets day which was held on Tuesday. For the record, I’ve long been a fan of this life sciences venture capital firm (formerly BACITs, a fund). I’ve invested all the… Continue reading →

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