The Adventurous Investor

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



Monday Macro – Sagging earnings/surging dividends

This week we have another mixed bag of macro signals. Let’s start with some bad news – sagging earnings growth in Europe. Analysts at Morgan Stanley have just out a flash note at the beginning of the third quarter. The… Continue reading →

Cuba and Catastrophic catastrophes

It now seems that the turbulence of the last few weeks hasn’t resulted in the IPO pipeline for investment trusts closing down. The Smithson fund has broken all records and raised over £800m, surpassing Patient Capital to be the biggest… Continue reading →

New retail bond – shared ownership provider offers inflation backed return

There’s a really nice retail bond doing the rounds at the moment which I think is definitely worth a closer look. My hunch is that it might go quickly but if you can jump on board in the placing, I… Continue reading →

Macro Monday: normal service resumed

It feels like the panic selling of last week has finally stopped and we may about to resume normal service. As I’ve said consistently in this blog I can’t quite understand the cause of the recent sell-off. I can heartily… Continue reading →

Investors panic – what next?

Is this the really big one? Is the US bull market finally at an end? As I write these words the S&P 500 is now down 3.54% over the last month, at 2785. Crucially, for all you technically minded investors,… Continue reading →

They keep on coming…the fund IPO pipeline – half time report!

We’re now midway through the Autumn IPO push and we’ve already seen a few IPOs get away – Mark Mobius’ new fund managed to raise £100m even though emerging markets are having a tough time. A few fund issues have… Continue reading →

We’re all doomed…and the coming carbon crunch

We have 12 years left to fix our global economy and contain global warming. Or at least that’s the conclusion the Guardian comes to about the latest IPCC report. If that is the case I can confidently say that we… Continue reading →

Surging bond yields and why the heavens may not be crashing in (yet)

Apologies for the radio silence last week – slightly bonkers week. Many thanks to those who attended the AltFi Digital Wealth Forum which was a great success. The yield of ten-year US government bonds is often used as a totem… Continue reading →

Less than absolute returns funds – the truth revealed

Quick reminder – do come along to the Digital Wealth Forum on Tuesday, Oct 2nd. Details here (tickets free). And don’t forget to sign my Trust the Investor petition, HERE It’s easy to see why absolute returns funds have become… Continue reading →

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