The Adventurous Investor

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Social Housing Redux: Triple Point goes for a fund as well

Only a few days ago I warned on this blog that I felt there was a looming problem with the increasing profusion of social housing investment trusts. See : here Surprise, surprise but within just a few days I found out… Continue reading →

The Crypto Con and why GPU prices are shooting up

Today I’m going to largely hand this blog to the excellent James Butterfill at ETF Securities. He’s written a very readable blog for the London based asset manager looking at the relationship between graphic GPU cards and the rise of… Continue reading →

We’re all doomed…doomed

Despite being a relentlessly upbeat liberal-leftie media type, I’ve always had a soft spot for Private Frazer’s view of the world – “we’re all doomed, doomed”. I’m not sure if you can have a liberal leftie prepper (those who prepare… Continue reading →

Could Phaunos surprise to the upside? Really?

The Phaunos Timber story hasn’t been a happy one. As I mentioned before in this blog, on paper investing for the long term in forestry could be a great idea – see blog mention here. http://www.adventurousinvestor.com/77-what-went-wrong-with-forestry-as-an-asset-class Unfortunately, it hasn’t quite… Continue reading →

Rise of the big boxes?

Last week the investment trust association, the AIC, put out a fascinating report on the fastest growing listed funds here in the UK. Topping the list was Tritax Big Box REIT (BBOX) which, according to the AIC, “has increased in size… Continue reading →

Is new retail bond from Lendinvest a buy?

We’ve had plenty of new alternative finance platforms emerge over the last few years here in the UK, and plenty of them have issued dreadful looking mini bonds. We’ve also had more than a few innovative/alternative businesses (Burford for instance)… Continue reading →

Even more reason to be cautious about energy prices

I think it’s no understatement to say that most energy analysts are fairly cautious at the moment. Last week analysts at French Bank Societe Generale nicely summed up the consensus view thus: “ With preliminary end-June stock data for Europe… Continue reading →

HICL expands the infrastructure space with high speed train deal

Yesterday brought news that well-respected infrastructure fund HICL Infrastructure is part of a consortium that has agreed to acquire 100% of the High Speed 1 Project from Borealis Infrastructure and Ontario Teachers’ Pension Plan Board. HICL and funds managed by… Continue reading →

Questions surrounding the social housing fund model

The news that we have another social housing fund listed on the stock market should be a big positive. I’ve long maintained that if we’re to fix our multiple housing problems in the UK, we need to find a way… Continue reading →

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