The Adventurous Investor

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

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Watch out for IFRS 9

The financial services industry already has a horrible record when it comes to acronyms but over the last year, the jargonese has reached new heights with a gaggle of regulatory acronyms lying in wait to mug the professional investor. GDPR… Continue reading →

What if political parties were more like a proper marketplace?

I try my hardest not to comment too liberally on politics in this blog but the dramatic events of last week have prompted me to wonder what would happen if political parties were subject to the same market forces as… Continue reading →

Speed of deployment picks up at BioPharma Credit

Specialist alternative income fund BioPharma is one of my core holdings within my portfolio. I like the fact that it boasts a steady income and is also (hopefully) a relatively uncorrelated asset class. The central underlying idea seems opportune –… Continue reading →

Time to think about a Meat tax to go alongside a carbon tax?

President Trump may be agnostic (at best) about climate change but as anyone who watched BluePlanet 2 last night, something has to change our carbon economy over the next 30 years. I’m absolutely no foaming at the mouth green, but… Continue reading →

Globalworth goes from strength to strength……

About a year and a half ago I mentioned a relatively unknown East European REIT in my FT Adventurous Investor column – the fund was called GlobalWorth and it operates high-end office blocks in Romania (the ticker is GWI). My… Continue reading →

The rally that could go on and on and on…The Energizer Rally with no end in sight

Last night I chatted with a market expert who’d been spending plenty of time in recent weeks talking with senior staff from a mid-market, mid-Western US investment bank i.e a very mainstream American investment institution. By nature, most of the… Continue reading →

Ranger’s Zeros might be worth a closer look

Last week I ruminated on why investors might want to take a closer look at Ranger Direct Lending, a troubled alternative lender which is trading at a 30% plus discount to NAV. It’s currently locked in arbitration with a big… Continue reading →

What to make of the Bluezest retail bond?

After a long dry spell of many months with virtually no new retail bond issuance (bar the odd tiny charity bond tap issue), at long last, we have a big new issue, from an outfit called BlueZest. And this is… Continue reading →

When robo meets social investing

As an investor what are you buying with a digital wealth solution? Is it a technologically delivered product first and foremost? Alternatively, is the robo product just a clever wrapper which uses low cost underlying funds (usually ETFs) to achieve… Continue reading →

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