Last week was a tad bruising for equity investors. My guess – and it is only a guess – is that this week might be less horrid though I would expect markets to tank again if a major government decides… Continue reading →
Whilst developed world investors panic about the Covid-19 outbreak, it seems that Chinese investors have stopped worrying as much and started buying again. That at least is the rather contrarian message coming from John Tsai, Portfolio Manager at Eastspring Investments and Ken… Continue reading →
We should hear today whether we have our first proper agricultural land fund listed on the London Stock Exchange. Cantor Fitzgerald is due to report back on how fund raising has gone today for FARM, which was looking to raise a… Continue reading →
At the risk of boring readers, I’m not surprised that the global markets have taken fright at recent developments relating to the coronavirus. They should be frightened at the short-term impact. As I’ve been saying endlessly in Citywire, markets are… Continue reading →
Another interesting week for the niche aircraft leasing funds sector – this is a tale of two halves one could almost say. The good news came earlier in the week with the announcement from Amedeo, a London listed fund which… Continue reading →
I’ve long been a fan of the Sharepad/Sharescope service. Strikes me as an excellent product for the investor who wants more detail from their portfolios – and properly track their watchlists. Anyway, I’ve long known the services founder (Martin Stamp)… Continue reading →
A quick round-up of interesting titbits today from the land of funds investing… First off, it’s always worth listening to the latest from hedge fund supremo Bill Ackmann of Pershing Square. Jefferies’ fund’s analyst Matt Hose listened in to the… Continue reading →
The undertone of my column this week for Citywire is the old good news, bad news concept. Two steps forward, one step backward. Overall, I’m still fairly bullish about stock markets and equities though I am markedly more cautious in… Continue reading →
OK, before I start with a quick round-up on observations form the world of funds, just a reminder that my event on decarbonization is on today. We’re pretty much full up but if you do want to come along, sign… Continue reading →
© 2025 The Adventurous Investor