The Adventurous Investor

I apologise in advance, but in this article, I want to delve into the implications of low-interest rates on the alternative finance sector via a model for how regulation, technology and markets interact. First off though, the bold claim. We… Continue reading →

Last week I ruminated on the possible impact of Hurricane Harvey on the share price of Catco reinsurance – you can see it here http://wp.me/p8TAkm-3v. Almost immediately after my blog came out, the share price of this fascinating fund shot… Continue reading →

Oil and ESG investing don’t mix – on this subject a number of observations. First off, I’m not a massive fan of ESG investing and it certainly doesn’t feature in my portfolio allocations but I’m also realistic enough to know… Continue reading →

Guest blog by Frank Buhagiar What does squash legend Jahangir Khan have in common with City of London, Bankers, Alliance and Caledonia investment trusts? They all occupy the top spot in their respective fields when it comes to winning streaks:… Continue reading →

I’ve been quietly banging on about the listed private equity space for quite some time now. Over in Money Week and the FT I’ve constantly championed the idea of investing in the fairly large universe of private equity investment trusts…. Continue reading →

In my humble opinion, the fledgling alternative finance sector has in the past done itself absolutely no favors embracing mini bonds. I’ve never been a fan of these poorly structured investments, largely because of their diminutive size, poor liquidity, and… Continue reading →

Yesterday I reminded readers of my new golden rule – Ignore day to day politics. I then immediately introduced an exception around North Korea and China. Today I’m back in course talking about Russia – ignore the politics.Now, I am… Continue reading →

I’ve long been mystified about why so many Asian investors are so pragmatic about political risk in the region. Arguably they’re just being sensible and sticking to my new investing motto which is ‘”ignore day to day politics”. Investors should… Continue reading →

I have to say that when I first saw the news reports about the amount of rain in Houston – as a result of hurricane/tropical storm Harvey – I thought there was “shurely shome” mistake as Private Eye might say…. Continue reading →