The Adventurous Investor

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Inflation- a deeper dive on inflation and equities

As regular readers will know, I’ve been trying to provide some useful signals and ideas for investors worried by surging inflation trends. My column last week in Citywire HERE  tried to give some initial thoughts but every day brings some… Continue reading →

Beyond Meat : the lowdown on the alternative proteins champion

This article first appeared on www.futurefoodfinance.com Beyond Meat is arguably the poster child for the imminent alternative proteins foodtech revolution. It boasts a well-known brand name in a market that even sceptics think will reach $8 billion in just four… Continue reading →

Great new digital infrastructure event on July 14th plus robotics podcast

One for your diary. On Wednesday 14th July I’m hosting a Digital Infrastructure Forum at Maitlands with some fabulous speakers from Cordiant, D9, Gravis, Schroders, and  Vantage Towers with more to come. It’s a really interesting topic and if you… Continue reading →

Monday Macro : No stockmarket bubble (yet) and going again on China.

An SG Research double bill today – on two big topics. First off are stockmarkets in a bubble, with the S&P 500 for instance up just a shade under 90% in less than 15 months. I think we’re not in… Continue reading →

New space race and latest (positive) numbers for Stenprop

Space, the final frontier for investors, looks like it might be about to move centre stage – with new structures emerging on a regular basis. Last week I looked at a new exchange traded fund from the HanETF team. You… Continue reading →

Update – D9, Oakley and eToro (FTCV)

A quick update today on two of my favorite funds plus a new stock worth watching. First off comes news today that Digital 9 Infrastructure has raised another £175m, taking it to I think around £500m or so in market value…. Continue reading →

Monday Macro – More on inflation plus Asset managers still in favour

US investment firm Brown Advisory has just released a useful primer called “ Inflation in the US Economy”. It provides a very clear overview of how inflation and investments interact. Two charts stand out – the first one below shows… Continue reading →

A deep dive into an AgTech favourite : Deere

Note – this article appeared first at FutureFoodFinance : https://www.futurefoodfinance.com/article/0042_a-deep-dive-into-an-agtech-favourite-deere Look inside the portfolio of most food-oriented funds, including the Foodtech related ones, and you’ll probably find one of America’s most venerable industrial companies, John Deer. The 68th largest business in… Continue reading →

HANetf on a roll with a great super beta product: the great travel oscillator

I must say that HanETF has been on something of a roll in recent months with new products. I featured their excellent new sports betting ETF last week in Citywire. This week in Money Week I have also mentioned their… Continue reading →

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