The Adventurous Investor

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Monday Macro – Aging Europe, US rate hikes, and the ever more undervaluedYen

My Citywire column this week is on the biggest thematic of them all – an aging population. It makes the point that figuring what’s likely to happen next with an aging population doesn’t necessarily result in a successful investment strategy…. Continue reading →

New addition to Dynamic 35 – digital infrastructure play, D9

My latest addition to the Dynamic 35 list is something of a hybrid. It could easily sit inside my cautious Prudent 15 list. Like many more cautious, defensive peers, this fund is income-oriented and invests in real assets in the… Continue reading →

Seen elsewhere: Chinese REITs, which equities do well in high inflationary environments, Polar Cap tech highlights

Another smorgasbord of interesting stories as seen elsewhere on the web today. First up, the rise of Chinese infrastructure funds and Chinese REITs. I think this could be a huge new sector and can easily imagine a rush of money… Continue reading →

Covid redux and why fractionals are so important

I’ve mentioned the white label low cost dealing share dealing platform Drive wealth before in this blog. Their technology and transactional platform powers a number of free share dealing services including Freetrade and Revolut here in the UK. In effect,… Continue reading →

Reminder of future food live event tomorrow afternoon

I’ll be running a live stream with Rob Appleby from Cibus, one of the leading VCs in the foodtech space. The timing of this is very convenient, especially as the national food strategy is being reported today. Many of the… Continue reading →

Monday Macro – property bubbles and a Bull market three stage model

Unless you’ve been living in a cave, you might just have noticed that we are in the midst of an increasingly irrational housing price bubble. US house prices adjusted for consumer price inflation for instance are back to the 2006… Continue reading →

Live event on the big changes coming in the food space next wednesday at 2pm

Hopefully, some of you will have attended Maitland’s online event on digital infrastructure yesterday – if not we’ll have some links any day now. Next week I have another really interesting event, this time on the foodtech market. I’ll be… Continue reading →

Quick Fire observations – alt fund takeover targets, Black Widow weekend numbers, trade union elections and China

I can’t say I was surprised by the news that listed student accommodation provider GCP Student Living has been approached by a bunch of big institutional investors. More here: https://www.thetimes.co.uk/article/student-housing-group-reveals-takeover-approach-t7863f8c7 The investment trust market has changed fundamentally over the last… Continue reading →

Digital infrastructure event tomorrow

Just a repeat reminding readers of the Digital Infra event tomorrow. The Digital Infrastructure Forum is hosted by Maitlands with some fabulous speakers from Cordiant, D9, Gravis, Schroders, and  Vantage Towers with more to come. It’s a really interesting topic… Continue reading →

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