The Adventurous Investor

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

Page 20 of 87

The Nice to Haves…portfolio protection and new taxes (?)

Today I am in slightly dreamy, opportunistic mode pondering some useful advances that might be helpful for all of us. I will start with practical investment thoughts and then move on to the knotty subject of tax (!). Let’s kick… Continue reading →

Monday Macro – Is the perpetual motion stock market machine poised to implode?

So, today I’m going focus on an excellent helicopter view from Vincent Deluard’s, Global Macro Strategist at StoneX. He’s been writing some very challenging pieces in recent months and I think this is one of his best ! His December… Continue reading →

Passive investing shouldn’t start or stop with market capitalisation weighting: the merits of equal weighting

Many investors have decided that trying to ‘beat the market’ and track down alpha is a waste of time, and have defected to the idea of using passive funds, be they tracker unit trusts or exchange-traded funds (ETFs). This is… Continue reading →

A digital smorgasbord: Brutal UK recessions, valuing digital data and watching rare earths

Hat tip to Jeremey Grime and his daily Grime report for spotting this suggestion from Deutsche bank which suggests that our current downturn “is the deepest recession since 1710. Markets have risen this year. In the 1921 recession equity markets… Continue reading →

Monday Macro – Bulls on the rampage but are we near peak meltup???

I’ve been predicting a proper meltup for ages now – even last year I thought we might be due a proper bullish bout on insanity. Well, we seem to be on the receiving end of one as I speak. My… Continue reading →

New addition to Dynamic 35 : The Schroders Asian Total Return Trust

Traditionally most investors tend to regard the division between developed markets (DM) and emerging markets (EM) as a simple divide. We all put more money in the DM but then try and make sure we have some, smaller exposure, to… Continue reading →

Tech Milestones for the (Roaring?) 2020s

Michael Liebrich, the original founder of New Energy Finance has a great story on his linked in page about what he calls Astongate (thanks to JL for passing me the details). It centres on a story I read a few… Continue reading →

Monday Macro – Another “best” number from China plus India looks to be in better shape

As we probably all expected, it looks like numbers coming out of China are surprising to the upside. In fact, analysts are beginning to project a very strong recovery for Chinese growth next year based on their models for consumption… Continue reading →

Some thoughts on Wealth taxes

For the last few years, I’ve been telling anyone who chooses to listen that the tax burden on wealthier investors is set to increase, via a three-stage process. The first is that allowances will be tightened or abolished. Then we’ll… Continue reading →

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