The Adventurous Investor

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Premier Oil – still bullish on the bonds

Sticking with the theme of retail bond from my last blog, nice to see some decent numbers reported at Premier Oil.  I’m a fairly substantial holder of Premier Oil’s retail bonds which I bought into a few years ago when… Continue reading →

A new retail bond at long last : Urban Exposure

As bond yields grind ever lower, we haven’t seen much activity in the retail bond space apart from a few small fundraises. That dry spell looks about to be broken with the announcement that UK listed property finance firm Urban… Continue reading →

Monday Macro – European earnings and why are US bonds so cheap compared to Greece?

The Economist ran a good piece this week on declining earnings expectations for US companies. The big story seems to be that we are mid-way through a slowdown in profits growth. But that’s probably a more positive story than in… Continue reading →

Aircraft Leasing Funds – still circling

The small fleet of listed airplane leasing funds keep cropping up on my contrarian radar. Is it time to buy yet? Most of the listed funds suffered mightily earlier in the year after the A380 new planes program was terminated…. Continue reading →

A Tale of two tables and two very different narratives

Today I offer two charts, with a seemingly contradictory message. The first is for investment bank credit default swaps. I watch these fairly closely as I think they are a useful signal for telling us about perceived risk within the… Continue reading →

Monday Macro – EM Bonds and Why corporates bar the mega caps are struggling

Equity investors may have recovered some of their confidence, but the hard numbers keep telling us a very different story – which is that investors are worried and are pumping more and more money into bond funds. The first chart… Continue reading →

Watch US Consumer confidence measures – they are flashing red

Its long been assumed by many investors that the central bankers, especially those in the US, watch stock markets volatility like a hawk. There are, for instance, rumors that some economists in the central bank even track the Vix –… Continue reading →

Tax efficient investing for the common good

I’m fairly sure that most readers of this blog won’t have heard of something called Community Investment Tax Relief. You can find out a bit more about the scheme HERE – In essence, it’s a bit like EIS but… Continue reading →

Was demutualisation such a good idea?

I’m sure many readers of this blog made good money out of the building society demutualization process. I can remember busily opening building society accounts all over the place in the hope of ending up with a share allocation. From… Continue reading →

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