Over the next couple of weeks, I’ll be adding two new funds to our Prudent 15 list, both in the broad infrastructure and utilities space. My next article will be on a fund that invests very broadly in the shares… Continue reading →
Infrastructure investing has gone absolutely mainstream over the last decade. When I first started writing about listed infrastructure funds in the Financial Times over a decade ago, there were just a handful of funds (including HICL and INPP) and yields… Continue reading →
A (grim) tale told today in three related charts. The first is from the regular LINK Dividend monitor which tracks regular payouts by UK PLC. The headlines are below, with the accompanying chart mapping out the full horror of it… Continue reading →
I’m finishing off this week with the launch of a new funds trading list/portfolio. Its aimed at those investors looking for an alternative income but who also would like the chance of some decent capital gains, powered in part by… Continue reading →
An interesting observation or two today from Charlie Robertson, Chief Economist at Renaissance Capital. The first is based around the first chart below, which puts existing CoVid 19 deaths within a broader context for mortality data. According to Robertson, “If… Continue reading →
If you’ve got a spare 30 minutes or so, do have a listen to my Citywire podcast interview with Dan Grote and Gavin Lumsden. I probably sound a bit bearish, which isn’t really quite accurate. Cautious would be my favourite… Continue reading →
Three big picture stories caught my eye today. First up, Janus Henderson have just released their newest survey, this time looking at corporate leverage. The headline is salutary – company borrowings around the world surged to a record $8.3 trillion… Continue reading →
One of my favourite sleight of hands when talking to investors is to show the chart below (courtesy of Sharepad). It demonstrates the historic under performance of the UK’s FTSE 100 index compared to the equivalent US benchmark, the S&P… Continue reading →
I’ve always been drawn to the old Warren Buffett idea that one successful way of minimising risk through investing is to out money to work in businesses which have a substantial competitive moat of advantage. For Buffett that notion of… Continue reading →
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