The Adventurous Investor

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

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Hargreaves Lansdown et al watch out!

The army of tech-enabled stockbroking minnows looking to knock out the major players is growing by the day. I’ve been quietly impressed by Dutch new entrant DeGiro which a few months ago launched what I thought was a killer product,… Continue reading →

Another warning

I’ve been fairly cautious about global equity markets for some weeks now, slowly selling off some of my best investments and increasing cash. I’d even been buying some shorts on the market a few weeks back but pulled away from… Continue reading →

Betting on Europe through Schroders European REIT

Currently one of my favourite plays on Eurozone equities is a UK listed investment trust from Schroders. It’s called the Schroders European REIT and in my view, it’s the perfect vehicle for income investor’s looking to make an investment in… Continue reading →

A 100 year bond from Argentina. Really.

Oh how I laughed! I can see why both businesses and sovereigns are keen to tap into the demand for very long dated bonds. It makes absolute sense for the issuers. Low interest rates for the rest of our life!… Continue reading →

Thoughts on global markets: Eurozone equities and the dollar

Two observations on markets this week — the first on the Eurozone equity markets, the second on FX markets. We’ve seen a strong rally in many European stocks over the last few months, partly based on sentiment. There’s a sense that… Continue reading →

Gulp, first AI fund! The robots are coming for fund managers

I bet when academics were drawing up lists of likely professions ready for the AI chop in the coming age of robotics, they didn’t spend much time looking at fund managers. With their cossetted, over paid lifestyles, fund managers seem… Continue reading →

Social Housing: the new asset class?

Another week, another fund looking to offer up alternative sources of income, this time from social housing. The new fund will be called Residential Secure Income plc or ReSI for short (get it? Resi!) and is hoping to raise £300m via a… Continue reading →

Tectonic shifts in the energy market

A couple of weeks ago my Adventurous Investor column in the Financial Times focused on battery technology and more unusual routes to play the obvious big theme. You can see the article here — https://www.ft.com/content/07de4b3e-244c-11e7-a34a-538b4cb30025?mhq5j=e2. Consulting firm McKinsey’s have just… Continue reading →

Premier oil retail bond

What to do next? I’ve mentioned quite a few times in my various columns that I believe that Premier Oil’s ill-fated retail bonds warranted contrarian attention. I certainly own a few. Without going over old ground, the investment rationale is… Continue reading →

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