The Adventurous Investor

Investment trusts, ETFs, alternatives and more.....

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Liberum issues Recession alert….

A quick note today, based on a slightly more pessimistic frame of mind. Over the last week or so, I’ve noticed a slightly worrying undertone emerging in some macro analyses  – that the US might not be as strong as… Continue reading →

Super charging the international student segment for UK universities

Last week I was sent a fascinating research note by fund managers ToscaFund on the rise of the UK higher education sector, and the potential for an exponential increase in Chinese and Indian students. It’s from January and well worth… Continue reading →

Not again….another EPE/Luceco shocker

I put my hands up. Guilty as charged. Last week I bravely/foolishly suggested that it might be worth looking again at listed private equity fund EPE and it’s increasingly basket case top stock Luceco. I should have known better of… Continue reading →

On politics, markets and brands – and the Italian elections

The online media is full of stories today about the entirely inconclusive results of the Italian general election. The populist parties did terrifically well with the 5 Star Movement out in front, followed not too far behind by the League… Continue reading →

Energy stocks in reverse – time for a bounce back?

Over the last few years, I’ve been fairly consistently long energy stocks but the first few months of 2018 have left me wondering whether I’m missing something. Index firm S&P Dow Jones only yesterday put out a note looking at… Continue reading →

Returning to the scene of the crime

I hesitate to say this but I’ve been revisiting my fairly disastrous idea of investing in the specialist private equity fund, EPE Special Opportunities – suggested in Money Week amongst others. At the time it seemed like a good idea,… Continue reading →

The greater fool theory of why there’s one born everyday – on rival bids for Sky

I’ve already commented before in this blog on why I’m an increasingly cynical shareholder in Sky. My core contention is that its premium rating is dependent on two core structural advantages, both of which are declining in value because of… Continue reading →

Squaring the circle, Polygon and Tetragon

As something of a contrarian, I’m always in search of a bargain, especially in the investment trust space. That usually means perusing the list of funds (and stocks) hitting their 52 week low. In truth though, this is usually a… Continue reading →

How did S&L trackers perform during the recent stock market “bump”?

Without wanting to sound a tiny bit smug but can anyone have been surprised that volatility measures such as the Vix shot up over the last few weeks? I’ve been expecting an uptick in volatility for months – if not… Continue reading →

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