The Adventurous Investor

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

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New month, new warnings

A short though slightly fearful note today. Like many investors, I’m always on the lookout for signals of impending doom in the stock market.  The most obvious clues come from stretched valuations, especially in the US. Yesterday analysts at French… Continue reading →

A basket of PE Dogs

Now I’m not entirely sure whether it’s possible to have a basket of dogs, even in a non-literal sense, but I am today proposing a basket of stocks in unloved private equity funds. It’s my Dogs of PE basket and… Continue reading →

A crisis is always a good opportunity!

Regular readers will know that I’ve been keeping a close eye on events at Catco and how this very specialised London listed fund has been impacted by the string of ‘Wind events’ i.e terrible hurricanes and tropical storms. I’ve mentioned… Continue reading →

Banks RIP …or Dawn of A New Age of Banking?

Just a few short years ago, a glorious vision descended on the frequently fevered world of finance and investment. It was best expressed by a slide at an early AltFi conference, entitled “Banks. RIP?”. As financial disruption coursed its way… Continue reading →

REIT On!

Guest column by Frank Buhagiar Student accommodation, social housing, warehouses, doctors’ surgeries, shopping centres, supermarkets and even big boxes – name a property sub-sector and chances are there is a REIT focused on it. Last week, shares in the Warehouse… Continue reading →

The clue is in the policies….fear Corbyn

This morning there’s a wave of commentary from the City about the Labour Party and its new commitment to abolishing PFI – and presumably PPP as well (?). The overall tone is one of calm reflection with a veneer of… Continue reading →

ETFs: the next big thing…delayed….

Over the years I’d like to think that I’ve become something of an expert about a widely diagnosed disorder called The Next Big Thing Syndrome. As a journalist, I’m naturally drawn to all that is shiny and new (itself another… Continue reading →

Is the worm turning for oil prices?

The oil price is one of those totemic benchmarks that we constantly fetishize – quite rightly in my view! I think we collectively all tend to underestimate the challenge of moving away from a carbon fuels based economy – our… Continue reading →

The $64 trillion dollar question – what next for bonds? New event !

Let’s be honest – there is no more important question than what happens to bonds as the world’s leading central banks start to slowly (very slowly) wind down their QE operations. My very public view is that they won’t get… Continue reading →

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