I’m very excited to announce that our sister website FutureFoodFinance has launched their SPAC watchlist. Obviously SPACs have their detractors, but they are also a brilliant way for public market investors to buy into earlier stage private businesses, going public… Continue reading →
Today see’s the release of an excellent primer on the potential for rising real bond yields. The Focus report Tricio is called “Brace for Higher Real Yields” and its by their Chief Economist John Calverley. The idea that bond yields… Continue reading →
My latest addition to the Prudent 15 is a slightly alternative income oriented fund that has built up a solid track record of churning out a steady 8% plus yield. I have to also admit that although I think it… Continue reading →
Buy now pay later (BNPL) has become hugely popular in the last few years and market valuations on the likes of Klarna are eye watering ($45 billion the last time I looked). I think some of that is deserved as… Continue reading →
I’ve been pondering a new way of explaining market behaviour. Academic Andrew Lo has already coined the term adaptive markets. This theory of adaptive Markets “shows that the theory of market efficiency isn’t wrong but merely incomplete. When markets are… Continue reading →
A quick saunter through a smorgasbord of interesting events and observations. First off, a must-attend event next week. Next Wednesday, ETF Stream has a fascinating event on fixed income ETFs – timing is fascinating given where we are with tapering… Continue reading →
I’ve long been a fan of experienced private investors building some, limited exposure to venture capital assets. Traditionally that’s meant investing here in the UK in listed, tax efficient venture capital trusts – I’m invested in Octopus Titan and Hargreaves… Continue reading →
A few weeks ago, my August column in the FT looked at forestry. I pointed out that although as a sub asset class, it is appealing, it’s also not without it risks. For a long term, boring asset it’s surprisingly… Continue reading →
This article was originally published back in late August on www.futurefoodfinance.com The US over the counter (OTC) market plays host to a small, listed Israeli/Singaporean venture capital firm which is quietly building a formidable portfolio of AgTech businesses, helped by… Continue reading →
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