The Adventurous Investor

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

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Minded to get back into Allied Minds

Over the last few years, the IP spin out industry has boomed. Outfits such as the IP Group and what was Imperial Innovations has benefitted from a huge influx of money into the university/government research lab spin out space. Valuations… Continue reading →

Monday Macro- More Good News, Bad News

Sticking with my theme of recent weeks, today I’ve got the usual mixed bag of macro news. On balance I’d say we are just about in the positive territory from a macro perspective but there are still plenty of storm clouds… Continue reading →

GCC powers ahead…time to look again at Gulf Investment Fund?

What used to be known as the Qatar Investment Fund and is now called the Gulf Investment Fund has long been on my radar. Last year it had something of a rough patch as the GCC states picked a fight… Continue reading →

Trump decides to drain the Fed swamp….you were warned!

Well, that didn’t take long. The ink was barely dry on the paper before Trump comes out and does exactly what I said he would do. Namely, start bashing the US Federal Reserve. You can see the latest bombshell from… Continue reading →

Worse to come for infra and utility investors…fear the worst…it really could happen!

Infrastructure investors received some welcome news last week with the offer for the John Laing infra fund. I have to say on one level I was surprised by the announcement but another level unsurprised. The long-term investors behind this offer… Continue reading →

Monday Macro – US flight to safety in ETFs, and GMO nudges up EM returns

The blog is back up and running after a week of enforced inactivity – blame a lack of access to the PC! Anyway, kicking off this week with my normal Monday macro roundup. Today we have three really interesting snapshots… Continue reading →

Keep watching Globalworth

A bit of a told you so blog today. Back in August 2016, I suggested that readers keep a close eye on what was at the time a largely under-researched East European property business called Globalworth. It’s shares were then trading… Continue reading →

ETF Strategist signals bearish concerns

Over in the US, there’s a new wave of ETF strategists who assemble low-cost ETF portfolios for more adventurous investors. The idea is not to ape the long-term strategic models used by the likes of Vanguard – simple, buy and… Continue reading →

Triple play for adventurous types in Africa…Caledonia Mining.

Africa – outside of South Africa and the Middle East- presents a huge opportunity for adventurous investing types and there is a dedicated regional fund called the Africa Opportunity Fund (AOF) listed on the LSE, which has performed OK over… Continue reading →

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