Regular readers will know that I quite like the listed private equity funds space. To be fair, I have severe reservations about the ethics of some PE operators – especially their fees and use of leverage – but overall, I… Continue reading →
I suppose it had to happen sooner rather than later. As the debate about fees charged by fund managers, especially in the investment trust space, heats up, sooner or later a big manager would walk away from a board demanding… Continue reading →
What the world really doesn’t need now is much higher oil prices. My hunch has been that oil would trade in a $40 to $60 range. I was wrong about that and oil has fairly consistently traded above $60, in… Continue reading →
Just a quick reminder to sign up for tickets for my next event, on dividends – on May 15th. It’s the Dividends Debate and you can find out more details (and get free tickets) here or at the ETF Stream… Continue reading →
Over the last few years, we’ve experienced what one could describe as a Goldilocks scenario, with fairly synchronised returns from most assets including individual national stock markets. In this ‘regime’ we see that most sectors move upwards and there isn’t… Continue reading →
Just a quick note this morning, inviting blog readers to my latest investment event – it’s on dividend-based investing. It’s on May 15th, at Schroders and features a star-studded list of speakers all debating just how robust any investment strategy… Continue reading →
I’ve owned shares in utilities and infrastructure investment trust Ecofin, on and off, for much of the last decade. I originally bought into them after the split cap debacle, thinking that the market had got its valuation wrong. I was… Continue reading →
Numbers for the first quarter of 2018 are now officially in and they don’t look good. According to index house S&P Dow Jones, “Global markets, which started to pull back in late January, continued in early February and then stabilized,… Continue reading →
Disruption and financial innovation seems to be popping everywhere – except that is in the slightly peculiar world of retail structured products. I say peculiar because although this is a space that relies upon financial engineering, it hasn’t actually seen… Continue reading →
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