The Adventurous Investor

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Of hit tunes, tumbling oil prices and US intraday equities vol…a Friday smorgasbord of titbits

Listed music royalties fund Hipgnosis has just reported that in all its completed six music catalog deals. According to Liberum’s note this morning, the music catalog now comprises 1,230 songs in total. “The songs in the portfolio have achieved 1,646… Continue reading →

Alternative Finance trends for 2019

Last year was a tough year for the alternative finance sector. Funding Circle in its own way typified many of the broad trends. On one level, 2018 was a great success for the big SME lender with its IPO. But… Continue reading →

Ideas for 2019

Looking back, I can’t say that 2018 was my finest year in terms of new investment ideas. Three suggestions stand out for their awfulness. The first was my decision to invest in the C issue of reinsurance fund CatCo. On… Continue reading →

Monday Macro – The Pivot Point for Interest Rates

Happy new year! To this lay observer, it seems obvious that the global financial system has become addicted to not only low-interest rates but also to the constant balance sheet interventions of quantitative easing. In a sense, this addiction is… Continue reading →

And now for some good news in the world of alternative funds

All in all, it’s been a fairly dismal end to the year, with most markets feeling a bit sour. The resignation of Jim Mattis, the US Defence secretary probably won’t help assuage the growing fears about Trump Vs 2, Unchained…. Continue reading →

International trade flows – time to think again about Turkey?

We may be late cycle but we are still seeing some interesting ideas emerge out of the woodwork, especially in the world of alternative credit and income. EFA Group, for instance, has just launched a specialist, institutional focused, Financial Institutions… Continue reading →

The Bank CDS market warms up ahead of Xmas – trouble ahead or just a repricing of risk?

The normally boring world of big bank credit default swaps is beginning to show signs of life. For much of the last few years, these insurance-based options against bond defaults have barely moved, with rock bottom pricing. This, in turn,… Continue reading →

Monday Macro – Keep an eye on Japan for the upside

If investors are looking for a real surprise over the coming year, my suggestion is to focus on events in Japan. The Asian economic powerhouse has been battling not only deflation for a decade but also a host of natural… Continue reading →

Energy efficiency fund finally hits the market

Congratulations to the team behind the launch of the SDCL (Sustainable Development Capital) Energy Efficiency Income (SEEIT) which has just listed on the LSE after raising an impressive £100m. This is a very unique fund exclusively in the energy efficiency… Continue reading →

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