A bit of a told you so blog today. Back in August 2016, I suggested that readers keep a close eye on what was at the time a largely under-researched East European property business called Globalworth. It’s shares were then trading… Continue reading →
Over in the US, there’s a new wave of ETF strategists who assemble low-cost ETF portfolios for more adventurous investors. The idea is not to ape the long-term strategic models used by the likes of Vanguard – simple, buy and… Continue reading →
Africa – outside of South Africa and the Middle East- presents a huge opportunity for adventurous investing types and there is a dedicated regional fund called the Africa Opportunity Fund (AOF) listed on the LSE, which has performed OK over… Continue reading →
What next for China and its equity markets? It’s the big question on most investor’s minds as President Trump ratchets up the trade war and Chinese equities sell-off. Analysts at French bank SocGen have busy weighing in on the big… Continue reading →
A slightly more speculative observation today. The price of many financial assets but notably bonds are buoyed by the New Normal interest rate thesis. This suggests that we live in a new era of permanently lower interest rates, powered by… Continue reading →
Last week Matthew Hose equity funds analysts at Jefferies brought out an excellent short note on the private equity sector. For much of the last few years, most fund researchers have been very upbeat on the listed private equity space… Continue reading →
Congrats to N+1Singers in pulling off a big fundraising. The various fund research wires are saying that the Hipgnosis Songs Fund has just raised gross proceeds of £200m after issuing Ordinary shares at 100p, with the ticker SONG. Crucially the… Continue reading →
Most weeks I try and bring readers some potential warning signs of over-exuberance. For the record, I don’t expect a big correction in the next six months, but I do think it’s going to become progressively harder to make money… Continue reading →
In Paris today at the the Amundi World Investment Forum. Just sat through the first day of this very popular event and two really interesting sessions with some big ideas knocking around. First a rare insight in central bankers via… Continue reading →
© 2025 The Adventurous Investor