The rise of alternative assets such as direct lending, private equity, or emotional assets (stamps/ Stanley Gibbons) is one sense a story of democratisation, of opening up new underlying business propositions to a wider audience of investors. It’s also frequently… Continue reading →
Fans of disruption and technology will be familiar by now with the term fintech. But in recent years the disruptive world of alternative finance platforms, payment processors and cryptocurrency fiends has been joined by a longer list business impacted by… Continue reading →
The scramble for yield globally has thrown up lots and lots of adventurous income ideas over the last few years, not least in the alternative finance space. But last week brought news of a curious new bond fund from venture… Continue reading →
The big buzz word at the moment is ‘normalisation’ – as in central banks trying to get back to good old-fashioned monetary policy. Fat chance! I’ll return to this fighting talk in a mo. But in the meantime, where are… Continue reading →
By and large, I’d characterise the mood of the UK stock market as cautiously optimistic. The overall global trend is a mildly bullish one with the next US earnings season about to kick off any day now. UK equities represent… Continue reading →
Most alternative asset classes go through a predictable process of ‘democratisation’. This cycle of investment goes something like this in our connected, technologically driven world: Someone somewhere has the germ of a good idea which usually consists of a form… Continue reading →
Regular readers of this blog will know that I’m increasingly getting worried by the sheer level of money raised by alternative investment funds listed on the London Stock Exchange. Many of these funds are absolutely compelling and pushing money into… Continue reading →
Anyone who’s had an up close and personal relationship with BT’s OpenReach business will know that we have a national problem with our IT/telecom infrastructure. BT Group is increasingly an uneasy mix of boring utility assets and more exciting media/tech… Continue reading →
On Friday, last week I attended the always excellent Amundi World Investment Forum, a rather sumptuous affair in the shadow of the Louvre in Paris. Great speakers always abound at this annual event but this year one of my own… Continue reading →
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