The Adventurous Investor

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

The dollar as canary in the coal mine? Strong dollar = trouble ahead???

Which of these two stories or narratives sounds most convincing to you? In narrative A, the global economy is strong, the recovery is picking up speed in most regions whilst the US powers ahead helped along by tax cuts. In… Continue reading →

The ISA acronym maze isn’t working

One of the reasons why we’re currently mid-way through a populist crisis is that many ordinary folk find the whims and fancies of policymakers confusing and impenetrable. Politicians come up with clever sound bites which resonate on the mass media… Continue reading →

Crypto Meltdown looms ?

Are we finally close to capitulation point for cryptocurrencies? I’ve long thought that there’s a place for these digital currencies but I’ve been worried that valuations are essentially only driven by momentum flows i.e valuations will only increase alongside the… Continue reading →

Macro Monday – surging dividends and wilting volatility

Overall, I’m fairly cautiously positioned at the moment in investment terms, but I might, arguably, be much too risk averse, especially when you look at some key macro data. Recent numbers looking at global dividends, for instance, suggests that cashflows… Continue reading →

Share dealing price war kicks off – Robos RIP???

For far too long we British investors have been stiffed by excessive share dealing charges. The first wave of online pioneers provided a huge boost by enabling internet dealing and cutting charges per deal to the £10 level. But unlike… Continue reading →

Bullish on oil – here’s a rocket fuelled geared play!

Regular readers of my Financial Times column might remember that I’ve been quietly extolling the virtues of the Premier Oil retail bonds. When the oil price collapsed these retail friendly bonds plummeted in value, partly because many risk-averse investors sold… Continue reading →

Alternative Property and Lithium events next week …and time to look again at Malaysia and Vietnam

A quick reminder to book (free) tickets to not one but TWO investor events coming up next week. On Tuesday, June 19th, in the afternoon in the City kick off at 2.30pm), I’m hosting AltFi’s first Alternative Property forum –… Continue reading →

Closer to the end game – Ranger and IPE

My MoneyWeek column last week looked at the messy wrangles currently pre-occupying the boards at two investment trusts, Ranger Direct Lending and Invesco Perpetual Enhanced Income. Yesterday brought news on both fronts. Let’s start with the excellent news at Ranger…. Continue reading →

Drooping Dividends, Refiners go Asian and unloved Gold Miners – Monday Macro Round Up

Seasonality is a key driver of stock market returns. Most investors have probably heard of the adage that investors should go away in May and stay away (until September). One possible explanation for this is that in Europe, spring and… Continue reading →

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