I tend to refrain from joining many of the increasingly vitriolic viral debates online, largely because I cannot claim any expertise. That said I think Tyler Cowan at the Marginal Revolution blog and Johnathan Kay at Quillette are both doing… Continue reading →
I’ve added another fund to my watchlist today, Stenprop. This is a UK listed operator of multi let industrial (MLI) properties in the UK. Crucially this is a fund in transition, having sold down most of its international (mostly European)… Continue reading →
After my FT column at the weekend, some readers asked me to share my current short list of very cyclical, contrarian stocks, which I think might rebound. Happy to publish to a wider audience, with all the usual very obvious… Continue reading →
I think Charles Robertson, Global Chief Economist, at EM bank Renaissance Capital is spot on when he says this week “emerging markets are going to get more attention” as the Covid crisis moves into its next phase – infecting the… Continue reading →
During the peak panic a few weeks back, real time pricing on many retail bonds traded on the ORB moved into absurd territory with many trading at below 70 and even 50% of their nominal value. This extra ordinary price… Continue reading →
As I wade through the much diminished (compared to recent weeks) flow of stories and research notes after the Easter weekend break one observation stands out for me. It’s from Rachel Winter, an associate investment director at UK firm Killik… Continue reading →
I’ve long clung to the paradigm of low rates for longer. An associated tenet of this paradigm is that inflation was under control, nobbled by Globalisation Excess global savings and chronic capital imbalances Rapid technological change As long as these… Continue reading →
A few weeks ago I was casting around the fund’s market looking for bargains, especially in the uncorrelated end of the spectrum. Top of the list mid-March was music royalties fund Hipgnosis Songs Fund. I have a soft spot for… Continue reading →
I think it might be worth keeping a close eye on a relatively new specialist asset leasing fund listed on the London market called Tufton Oceanic Assets which is trading up a bit today at 80c a share with a… Continue reading →
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