The Adventurous Investor

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

Page 17 of 87

Private equity fund in transition – new addition to Dynamic 35

Listed private equity funds have had a chequered record on the London Stock Exchange. On paper they are a great innovation, allowing private investors access to usually institutional-grade alternative assets. Crucially they allow investors to put money to work in… Continue reading →

The Big Trends to watch out for in the coming food revolution

I will soon be launching a new investment blog dedicated purely to the rise of new food and farming technologies, featuring everything from alternative proteins to meat, AgTech, plant biotech, and beyond. The blog will be called www.futurefoodfinance.com and you… Continue reading →

Light reading…on output gaps, and 100% renewables

I want to touch on two potentially seismic changes today that could completely transform the investing landscape over the next few years and decades: the move to a clean energy power system and the return of full employment. The first… Continue reading →

Monday Macro – follow the money flows, inflation update and zombie debts

This week we kick off with a trifecta of big picture numbers. First off, away from the madness of Gamestop, what have mainstream investors been putting their into over the last few weeks? One of the best ways of understanding… Continue reading →

Portfolios Update

Back in the middle of August, I outlined two growth-oriented portfolios, comprising a gaggle of exchange-traded funds. The first was a Global Trends portfolio, a collection of eight ETFs that aim to track a selection of key thematic big trends…. Continue reading →

Euphoria in all markets

You don’t need to look at Gamestop – and the other sorry candidates – to realize that markets are looking frothy at the moment. Take the chart below which comes from the latest issue of the excellent Sunday Briefing intelligence… Continue reading →

Battle of the Digital infrastructure funds

A couple of weeks back I wrote in Citywire about an impending new IPO, of D9 Digital Infrastructure from Triple Point. This week brings confirmation of a rival fund offering, this time from a Canadian based fund manager called Cordiant…. Continue reading →

Monday Macro – what went right in India

If you haven’t already signed up, do check out a service called The Browser. It’s a daily curated ‘best of the internet’ bulletin, giving you an eclectic bunch of stories every day from sites (mainly blogs) around the world. It… Continue reading →

Airlines wilting in the sumemr heat, healthcare property on the continent and structured products

A real mix today – airlines, healthcare property, and structured products. Three investment niches few would expect to be bunched together in one blog! The two-sector observations are both courtesy of Morgan Stanley analysts. They both speak to interesting broader… Continue reading →

« Older posts Newer posts »

© 2025 The Adventurous Investor

Up ↑

LinkedIn Auto Publish Powered By : XYZScripts.com