The Adventurous Investor

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David Stevenson

Infrastructure funds redux : the fund managers respond

A couple of weeks ago I flagged an email from a Citywire reader who was also a leading fund manager. It was based on my enthusiasm – in my Citywire columns – for the fund of fund open ended funds… Continue reading →

A gaggle of new leveraged shares launched in the UK – perfect peak Tech hedges

A short note today on the launch of a batch of short and leveraged exchange traded products from the team behind the successful Global X ETF platform. Leverage Shares (leverageshares.com) have been building a specialism in what’s generically called short… Continue reading →

Reasons to be cheerful and the electric car tipping point

This week my Citywire column will be looking at reasons to be cheerful. Yes there are some, even for those of us with a bearish disposition! I run through the list of reasons and I think I find the simple… Continue reading →

Some weekend listening plus why energy stocks are stuffed

First off I must make a brief plea. If you find the times we live in very strange, with all the culture wars and fake news flying around – I know I do – then please seek solace by revisiting… Continue reading →

Peripheral Europe Rebounds, Investment Trusts popular in ISAs and the next wave in the developing world

One of the (many) reasons why value stocks haven’t done so well in recent years, is that a large number of these cheap stocks are located in unpopular markets that have – in relative terms – been left behind by… Continue reading →

Podcast interview on Thursday, booming Mothers and Disruptive fund of fund

First up, on Thursday I’ll be interviewed for the PI World online radio show with Tamzin Freeman on Thursday lunchtime. Its easy to access and free – here’s the attendee link for Thursday at 1pm. https://bit.ly/AdInvestor5_6_20 Feel free  to forward… Continue reading →

Monday Macro – Peak Tech Looming?

Equity investor seem to be in an optimistic mood, pushing stock prices ever higher. Only last week for instance the benchmark S&P 500 index breached key technical support levels, pushing past both the 20- and 200-day moving average.  Markets seem… Continue reading →

Hg Capital : A smarter way of buying into the right kind of private growth businesses

It is an unfortunate truth that more and more high growth businesses are choosing to stay private and ignore the public markets. Collectively we investors, institutional and private have done our best to make life difficult for highly rated ,… Continue reading →

Strange days as US investors price in a V shaped recovery

Strange days indeed. The third wave of the crisis is happening as predicted as the virus slams into Latin America – with the awful death toll rising in Brazil – and yet the US market scales new heights. The first… Continue reading →

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