The Adventurous Investor

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They keep on coming…the fund IPO pipeline – half time report!

We’re now midway through the Autumn IPO push and we’ve already seen a few IPOs get away – Mark Mobius’ new fund managed to raise £100m even though emerging markets are having a tough time. A few fund issues have… Continue reading →

We’re all doomed…and the coming carbon crunch

We have 12 years left to fix our global economy and contain global warming. Or at least that’s the conclusion the Guardian comes to about the latest IPCC report. If that is the case I can confidently say that we… Continue reading →

Surging bond yields and why the heavens may not be crashing in (yet)

Apologies for the radio silence last week – slightly bonkers week. Many thanks to those who attended the AltFi Digital Wealth Forum which was a great success. The yield of ten-year US government bonds is often used as a totem… Continue reading →

Less than absolute returns funds – the truth revealed

Quick reminder – do come along to the Digital Wealth Forum on Tuesday, Oct 2nd. Details here (tickets free). And don’t forget to sign my Trust the Investor petition, HERE It’s easy to see why absolute returns funds have become… Continue reading →

My model Direct Lending Fund Portfolio

Quick reminder – do come along to the Digital Wealth Forum on Tuesday, Oct 2nd. Details here (tickets free). And don’t forget to sign my Trust the Investor petition, HERE The big innovation of the last few years within the… Continue reading →

Monday Macro – Naked Emerging Markets!

As I’m a holiday this week, I have a short note today…on emerging markets! I admit that I have been a little too optimistic about prospects for EM equities over the last few years. Cynics would, of course, argue that… Continue reading →

Trust the investor – please sign this petition and help us keep the nanny state at bay

It won’t come as a great surprise to readers of this blog that I think most investors are basically fairly sensible people. I’ve never subscribed to the narrow view that all investors are perfectly rational but equally I think that… Continue reading →

On a tangent: why investors need to rethink trade unions

Globalists and liberal types have been in retrospective mood over the last few years, busily rueing their hubris as the populists have surged forward. As we’ve all realised this had real-world consequences beyond the intellectual anguish recently displayed in The… Continue reading →

Want to know everything about robos and digital wealth? Come to Oct 2nd event

AltFi are hosting their second event focused on Digital Wealth and Robo’s on October 2nd. We’ve got a great line up of speakers and the tickets are free. I’ll be hosting quite a few of the discussions, so its definitely… Continue reading →

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