The Adventurous Investor

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

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Small US Banks: still a smart niche or is trouble brewing with defaults

One of the most interesting and rewarding specialist income funds has been the diminutive and low profile EJF. This little known London listed fund invests in CDOs issued by small or community banks as well as insurance companies. These static… Continue reading →

Reminder of upcoming Decarbonisation event

Just a quick reminder today to sign up for my next event, on the investment implications of Decarbonisation. We’ve got a whole bunch of great speakers who will be announced later this week ! Event details: When: Feb 11th from… Continue reading →

Monday Macro – Yep its QE4 and why US equities aren’t overbought

Before I indulge the growing legion of equity bulls with yet more upbeat news about global money flows two curious side observations. First off Investors Intelligence reports that the Australia ASX 200 index has made a short-term high at 6903.67…. Continue reading →

Could 2020 prove to be a better year for the Cannabis sector ? Let’s hope so !

Funny how niche markets can turn from hero to villain almost overnight. The cannabis sector was like crypto, a growth sector that could do no wrong. And then it all went a bit, Pete Tong. That doesn’t mean it’s gone… Continue reading →

Tug of war! Why 2020 could be a banner year for the global economy

There’s a general tendency amongst investors – and investment commentators – to be cautious about prospects for the new year. I, like most people, tend to invoke words like late cycle or fully valued which tends to signify a high… Continue reading →

New event on Decarbonisation on Feb 11th

I’m just about to put the finishing touches to a new event I’m moderating on February 11th in the afternoon, at Havas’ wonderful Kings Cross offices. It’s all about the investment implications of Decarbonisation and it’ll be an invite-only (free)… Continue reading →

Monday Macro – In the rearview mirror: 2019 in numbers

I think its fair to say that we’ll probably look back on 2019 as one of the better years, or perhaps more accurately the year that surprised us all. Personally I thought, as we are late cycle, it would be… Continue reading →

Aircraft leasing redux, Riverstone Credit and more detail on Ag fund

I tend to keep a close eye on most of the more alternative funds on the London market, with a special focus on unusual forms of income. Aircraft leasing funds top that list – I’ve already commented on them this… Continue reading →

Finally, a big Agriculture fund…and aircraft leasing

Over in the listed lending space, Hadrian’s Wall has attracted a fair bit of (negative) coverage for its problem portfolio but I think a more interesting story is emerging at SME Credit Realisation. Hadrian’s issues are very company-specific, dependent on… Continue reading →

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