The Adventurous Investor

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

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Podcast aimed at the youngsters and Conservative ESG

A couple of weeks ago I recorded a podcast with a very smart young guy – the son of an old school colleague – called Jyram Sharma. The focus in the discussion was on what advice an old git like… Continue reading →

Monday Macro (on Tuesday) – speed data on the UK recovery, cheap Italian shares and why you need to be discerning with Emerging markets

If I had to guess, I’d suggest that the consumer bounce back this spring in the UK will be better than many analysts expect. My sense is that a) many people are desperate to go out and spend and b)… Continue reading →

D9, and a new NFT fund

I suppose it was inevitable but today brings news that we are about to have our first non-fungible tokens (NFTs) investment fund on the UK market (or any market to my knowledge). This will prompt much eye-rolling but let’s be… Continue reading →

New addition to Prudent 15 – Biopharma Credit

In these articles about funds relating to my Prudent 15 list, I have tended to steer clear of the many, many alternative funds listed on the London market. That is not because these funds are not interesting – many of… Continue reading →

James Anderson’s new berth Kinnevik : the basics on a Swedish investment company

Interesting to see James Anderson of BG and SMT move over to chairing Kinnevik, a Swedish investment company that looks and feels a bit like Prosus. Here is another family-backed investment vehicle that mixes listed investments (Zalando) and private, non-listed… Continue reading →

Monday Macro – UK looking up, stimulus cheques and call options

Interesting observation last week from SocGen’s economist Brian Hilliard on the recent decline in unemployment. There’s been some discussion that this was a freak number or that the true situation is much worse than the data suggests but Hilliard is… Continue reading →

Ideas for cash savings online plus Passion’s Seedrs raise

Some practical ideas for investors, in a fintech vein today: two savings products and a VC raising money well worth investigating! First off if you happen to be a Moneybox shareholder – I bought some via their crowdfunding campaign –… Continue reading →

Moral panic in investor land and why earnings aren’t as important as we think they are

The news that Robin Hood is looking to IPO has helped to divert attention from the rumblings against investment democratisation. In both the US and the UK there’s a growing chorus of ‘experts’ who reckon that democratisation of finance is… Continue reading →

Monday Macro – markets approach the turning point …lots of charts!

I’m going to stick my neck out and suggest that we may be fast approaching a key turning point in the stock market. I would now offer a bet with a 50% probability that we’ll have a proper market tantrum… Continue reading →

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