The Adventurous Investor

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

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David Stevenson

Curve caught in Wirecard meltdown plus which US shares UK investors are buying – be afraid, very afraid

A few quick updates on a couple of very recent blogs. First off, poor old Curve. There I was getting excited about their new Curve Credit idea. And loe and behold, that same day my colleagues at AltFi reported that… Continue reading →

FT column on Hybrids out now

My latest Financial Times Adventurous Investor column is out online in advance of this weekend’s edition. You can read it here : (subscription required) – https://www.ft.com/content/1265c9db-371a-4983-b9c7-d2487f83e84e I thought it might be worth adding a sort of epilogue to that column…. Continue reading →

Odds and Sods: Curve Credit, Drivewealth on the retail boom and SEEIT ups fundraising

An assortment of snippets today. First up in the Fintech world I’ve long been a fan of Curve – I liked the product so much I even decided to buy a few shares in a recent Crowdcube raise. I think… Continue reading →

Monday Macro – The ESG Bandwagon rolls on…

My latest Money Week column is all about the remorseless rise of ESG investing. The section below I think nicely sums up the convincing narrative about why ESG funds have had a good crisis. “According to SG’s own ETF analysts… Continue reading →

Move over Woodford, meltdown at JZ plus PRS looking good value and yep, a Covid ETF

I have to say I think we cynical commentator types should stop endlessly pointing to Woodford as an example of what can go wrong with ‘mission/strategy creep’ by an experienced fund manager and maybe focus instead on JZ Capital Partners… Continue reading →

Inflation might be higher (and lower) than we think, plus gold redux and the death of cash Part2

I have commented before in this blog that until Covid came along I could count the number of investors who SERIOUSLY worried about inflation on one hand after chopping off a few fingers. Of course, the gold bug brigade have… Continue reading →

What next for gold ?

I am always slightly cagey about sponsored research. It can provide a useful service in simply stating the obvious, but one should treat any forward looking predictions with great caution. That said I’ve always found the frequent reports by Charles… Continue reading →

The EM Rebound – more to go?

I have to say that I have in recent weeks slightly lost contact with what was happening in the world of emerging market stocks. Largely because I have become more and more convinced that developed world investors had taken leave… Continue reading →

Newest Prudent 15 fund – The SDCL Energy Efficiency Income Trust

This week I’m adding another fund to my Prudent 15 shortlist of funds. With a solid income and a diversified mix of international cash generating projects aimed at cutting back on greenhouse gas emissions, the SDCL Energy Efficiency Income Trust… Continue reading →

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