The Adventurous Investor

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Monday Macro – Global numbers for July and the UK recovery

July wasn’t that bad a month for equities, according to analysts at S&P Dow Jones. Developed world equities advanced 1.19%, while global equities only nudged higher, with a 0.32% gain. Yet again the US markets outperformed – up 1.68% against… Continue reading →

Emerging markets numbers: China impact, cheap EMs and Iran

China’s been hogging the headlines recently, for all the wrong reasons. Tech has been getting a good kicking (my Prosus suggestion is looking badly timed) and the CCP has decided that educational tutoring should be nonprofit making. Who’d have thought… Continue reading →

Shipping funds

I’ve not really focused very much on one of the newest bits of the alternatives funds market here in the UK, shipping.  We’ve only really had a choice of funds this year and the first listed shipping fund didn’t list… Continue reading →

Tuesday Tech action – bouncing bitcoin, a SASS ETF and what next for Pinduoduo

Bitcoin has bounced been bouncing back again. According to Marcus Sotiriou, Sales Trader at the UK based digital asset broker GlobalBlock, the digital currency looks to be in a strong technical position having reclaimed its “50 week EMA at around… Continue reading →

Monday Macro – Aging Europe, US rate hikes, and the ever more undervaluedYen

My Citywire column this week is on the biggest thematic of them all – an aging population. It makes the point that figuring what’s likely to happen next with an aging population doesn’t necessarily result in a successful investment strategy…. Continue reading →

New addition to Dynamic 35 – digital infrastructure play, D9

My latest addition to the Dynamic 35 list is something of a hybrid. It could easily sit inside my cautious Prudent 15 list. Like many more cautious, defensive peers, this fund is income-oriented and invests in real assets in the… Continue reading →

Seen elsewhere: Chinese REITs, which equities do well in high inflationary environments, Polar Cap tech highlights

Another smorgasbord of interesting stories as seen elsewhere on the web today. First up, the rise of Chinese infrastructure funds and Chinese REITs. I think this could be a huge new sector and can easily imagine a rush of money… Continue reading →

Covid redux and why fractionals are so important

I’ve mentioned the white label low cost dealing share dealing platform Drive wealth before in this blog. Their technology and transactional platform powers a number of free share dealing services including Freetrade and Revolut here in the UK. In effect,… Continue reading →

Reminder of future food live event tomorrow afternoon

I’ll be running a live stream with Rob Appleby from Cibus, one of the leading VCs in the foodtech space. The timing of this is very convenient, especially as the national food strategy is being reported today. Many of the… Continue reading →

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