The Adventurous Investor

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Fund ideas – time to look again at Riverstone, more on shipping funds and noew solar ETF

Let’s kick off with a double bill of ideas from Jefferies funds analyst Matt Hose. First up is Riverstone. Now, I used to own this stock and championed it many moons ago in an FT column. It used to be… Continue reading →

Monday Macro – US buys at highs, surging European earnings and Asian travails

The first bit of this blog is for all you equity market bulls out there – it’s a great chart from this weekend’s edition of the Sunday Briefing. The chart below shows the percentage of buy recommendations on the 1000… Continue reading →

Tencents travails, Prosus and ThinkSmart

Tencent is having a tough time of late as the Chinese regulators decide to give it a good thrashing for becoming too important for the CCP. But this week brought even more bad news – now its fast-growing gaming business… Continue reading →

Monday Macro – Global numbers for July and the UK recovery

July wasn’t that bad a month for equities, according to analysts at S&P Dow Jones. Developed world equities advanced 1.19%, while global equities only nudged higher, with a 0.32% gain. Yet again the US markets outperformed – up 1.68% against… Continue reading →

Emerging markets numbers: China impact, cheap EMs and Iran

China’s been hogging the headlines recently, for all the wrong reasons. Tech has been getting a good kicking (my Prosus suggestion is looking badly timed) and the CCP has decided that educational tutoring should be nonprofit making. Who’d have thought… Continue reading →

Shipping funds

I’ve not really focused very much on one of the newest bits of the alternatives funds market here in the UK, shipping.  We’ve only really had a choice of funds this year and the first listed shipping fund didn’t list… Continue reading →

Tuesday Tech action – bouncing bitcoin, a SASS ETF and what next for Pinduoduo

Bitcoin has bounced been bouncing back again. According to Marcus Sotiriou, Sales Trader at the UK based digital asset broker GlobalBlock, the digital currency looks to be in a strong technical position having reclaimed its “50 week EMA at around… Continue reading →

Monday Macro – Aging Europe, US rate hikes, and the ever more undervaluedYen

My Citywire column this week is on the biggest thematic of them all – an aging population. It makes the point that figuring what’s likely to happen next with an aging population doesn’t necessarily result in a successful investment strategy…. Continue reading →

New addition to Dynamic 35 – digital infrastructure play, D9

My latest addition to the Dynamic 35 list is something of a hybrid. It could easily sit inside my cautious Prudent 15 list. Like many more cautious, defensive peers, this fund is income-oriented and invests in real assets in the… Continue reading →

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