The Adventurous Investor

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

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Investment trust thoughts: SQN Asset Finance, Capital Gearing and the Phaunos Saga

Today I’m going to roam quite widely across a bunch of investment trusts, all of whom have been in the news over the last week or so. First up is SQN Asset Finance. For full disclosure, I sit as a… Continue reading →

The ETF consolidation battle hots up

I can’t help but comment on the news story today about Wisdom Tree snapping up the ETC business of ETF Securities. The story is from my colleague Ed Bowsher over at ETF Stream and can be found here – http://www.etfstream.com/news/1853_wisdomtree-buys-exchange-traded-alternatives-business-of-etf-securities…. Continue reading →

Winter is coming for the outsourcers….

I’ve never really ever bought into the argument that the Western world has been under the spell of neoliberalism for the last few decades. First off, I have no idea what neoliberalism stands for! It strikes me that it has… Continue reading →

Tech stocks at a crucial juncture – time to sell??

What should we mere mortal investors do about tech stocks? I’m slightly conflicted as I can see arguments on both sides of the fence. Valuations look a bit scary and the whole sector is clearly in a strong momentum driven… Continue reading →

Onwards and Upwards for energy?

Whisper it quietly but the energy market might be at a key turning point – especially for energy stocks. The mood on crude oil markets continues to improve, as global stock-decreases accelerate and US exports rose to more than 2mb/d…. Continue reading →

Raven ups ante in Russia

A short note following on from my event reminder earlier today. Russia. Not a country I have any great time for but I’ve recently slightly changed my tune about Putin’s empire and reckon that it represents a decent value bet… Continue reading →

Event reminder : November 14th – What next for bonds?

The First Crowd VCT? Anyone???

Maybe it’s the route I travel on public transport which is the giveaway but my London City – Waterloo journey seems to be increasingly turning into the AltFinance Line. Currently, the excellent Wise Alpha is plastered all over the Waterloo… Continue reading →

Two speculative investment ideas

Two investment thoughts today. The first is an additional candidate for my PE Dogs Portfolio: Caledonia Investments, which has just sold its 100% interest in the Sloane Club for £80.6m. According to Numis the “net proceeds represented a £18.8m (30%)… Continue reading →

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