The Adventurous Investor

The demand for alternative sources of income isn’t going away! Last week brought news that the well-respected management team at Utilico Emerging Markets is planning to bring out another closed-end fund this time looking to mix bonds and equities. I’ll… Continue reading →

The demerger of the Bank of Georgia went through today and we now have two entities to invest in for a stake in the fast-growing Caucasian republic. The Bank of Georgia (BGEO) has now separated out its asset management arm… Continue reading →

I haven’t written much about frontier markets for quite some time, which is a pity because its in the more exotic markets around the world that one tends to find the most interesting stories. Perhaps the most curious idea is… Continue reading →

I have slightly mixed feelings about the British Empire Trust. I’ve held the venerable investment trust for many years but sold out a while ago. I like its style – value driven – and traditionally own many stocks within its… Continue reading →

Over the last few months, I’ve grown increasingly cautious with my own investments – I haven’t committed any new money to the markets since the beginning of last year. But this doesn’t mean that I think sell off is imminent…. Continue reading →

Regular readers of this blog will know that I frequently write about alternative sources of income, mostly but not exclusively investment trusts. One issue many ordinary investors have with this specialist space is getting as many managers in one room… Continue reading →

Investors in both bonds AND equities have had a terrific last few years. As interest rates have hit close to zero, the price of most risk-based financial assets (bonds and equities) has shot up, with correlations tightening across the board…. Continue reading →

Apologies for the radio silence of the last few days for the blog  – slightly diverted by the Big Call Dividend Debate last Tuesday. I’ll be resuming normal blogging service next week but in the meantime I have another event… Continue reading →

In the middle of June AltFi launches its first Alternative Property Forum, featuring most of the biggest and best platforms in this fast-growing niche – tickets are free and available here. There’s plenty to talk about on the day but… Continue reading →