I have a new fund that has popped up on my radar – it’s a specialist late stage biotech/medtech venture capital fund called RTW Venture Fund. Most investor’s I have talked to haven’t heard of the fund and that’s largely… Continue reading →
I think if you sat most growth orientated investors down and talked to them about the big industry move that will change everything in the next few years, they’d probably very quickly get to the prospects of a new electric… Continue reading →
First off, a reminder to attend my next virtual event which promises to be a real gem! Put simply, Beyond Beta Europe Digital is probably the best digital event about factor investing this year. More details below. More info : https://www.etfstream.com/events/beyond-beta-europe-digital/… Continue reading →
Worth picking up today on a note from SG’s Global quantitative research team from yesterday called “There is nothing to fear but fear itself – Hedging inflation risk with equities”. This is very timely because as readers of this blog… Continue reading →
I’m been spending quite a bit of time recently contemplating why UK productivity growth has been slow in the recent decade and how we can boost economic growth over the next few decades. Marxists are ready at hand with their… Continue reading →
Yesterday I observed that it is becoming increasingly hard to mount an enthusiastic defence of emerging market assets. The one exception in my view is Russia, about which I have become increasingly bullish. I’ll ignore my long list of worries… Continue reading →
The wonderful Ian Leslie highlighted last week a great little paper by academic James Crabtree which I think is well worth reading. Its premise – “U.S. allies have grown comfortable with Trump and his tough approach to China—and are anxious… Continue reading →
Interesting numbers out last week from Daniel Salter, Head of Equity Strategy at Renaissance Capital. He’s been looking at returns for August for EM and frontier markets. Overall EM equities lagged, up just 2.1%, but excluding China +5.6%, EM ex-China… Continue reading →
I’m heavily involved in two up and coming events in the next few weeks which I think will appeal to any Adventurous Investors interested in all things ETF or factor investing related. The first, next week, is on Emerging Markets… Continue reading →
© 2025 The Adventurous Investor