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 →
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 →
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 →
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 →
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 →
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 →
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 →
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 →
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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