The Adventurous Investor

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Monday Macro – Late Cycle, Weaker Dollar?

Great chart out today from the Cross-asset research team at Morgan Stanley. It shows ranked asset class by returns with green indicating that returns beat inflation. Everything last lagged inflation as growth slowed and the Fed tightened policy. There was… Continue reading →

Utility fund in the doldrums

Sectors go in and out of favor and I think it is fair to say that at the moment utility stocks – and their accompanying funds – are most definitively out of favor. They are perceived as the classic “no- growth”,… Continue reading →

The Bar Keeps going higher for closed end funds

My working assumption has always been that when you pick a wealth adviser they bespoke a portfolio for you and look at the whole of the market, without sensible exception. And that last term sensible exception is important. By rights,… Continue reading →

Where are those Moroccan supermarkets (!?) and another high yielding equities basket

I suspect we’ll look back at the last few decades and say that the single most important economic story for most earthlings wasn’t tech, or leverage or Trumpite levies but the growth in emerging market consumer economies. For a huge… Continue reading →

Monday Macro – First quarter rebound? More flimsy than you think

First off, some headline numbers from S&P Dow Jones on equity markets globally. For March, global markets were up 0.78% for the month, and excluding the U.S.’s 1.28% decline, they were up 0.21%.  For the three-month year-to-date period, global markets… Continue reading →

The robots start to adapt

I run a bunch of online robo accounts, mainly to see how they adapt to changing markets – and see who provides the best returns. Call me old fashioned but if I am going to pay for clever algorithms and… Continue reading →

Further reading on the weird and wonderful world of Crypto

Over at AltFi, we’ve been incrementally increasing our coverage of the crypto space. It’s important to say that I think our attitude is one of very cautious optimism. I’m not sure I see any sign at the moment of the… Continue reading →

Monday Macro – Another bump in the road

Apologies for the radio silence last week – manic with the AltFi London summit, which was a big success. Thank you to all those that attended. Anyway back to normal business…. Markets are spooked again. They’ve spent the last few… Continue reading →

Last call for AltFi’s London summit Monday, 18th March….book now

Next Monday I’ll be in 155 Bishopsgate moderating AltFi’s biggest London summit yet. We’ve got some truly awesome speakers, with a real focus on online lending and SMEs this year plus our usual smattering of great digital banks. I think its… Continue reading →

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