Adventurous Investing For Grown Ups, The Adventurous Investor

Adventurous Investor

Introducing private investors to adventurous investment ideas.

What does this mean in practice? I’d identify several core themes:

Exchange-traded funds (ETFs) both in the US and the UK. I’ll look both at the theory underlying these very popular funds as well as the constant stream of new launches. I’ll also feature some model portfolios, with a simple mix of ETFs to suit all tastes.

Alternative investment ideas. This is a deliberately wide brief but takes in everything from real asset-backed funds (property and infrastructure for instance) through to music and art…and most things in between.

I’ll also journey on adventures overseas and look at alternative emerging and frontier countries and markets that should feature in your portfolio. From Russia to Africa and plenty of exciting places in between.

For a UK audience I will also continue to regularly analyze and comment on the listed closed-end fund segment and investment trusts.

Last but by no means least I’ll try and make sense of the big macro stories that impact investors. I’ll also weave into this my own slightly idiosyncratic views which I’m afraid mark me out as a liberal/ social-democratic inclined centrist Dad (which is I fear sometimes seen as a tag of shame in these radicalized days).

Adventurous Investing For Grown Ups

The Adventurous Investor

Introducing private investors to adventurous investment ideas. What does this mean in practice? I’d identify several core themes: Exchange-traded funds (ETFs) both in the US and the UK. I’ll look both at the theory underlying these very popular funds as well as the constant stream of new launches. I’ll also feature some model portfolios, with a simple mix of ETFs to suit all tastes. Alternative investment ideas. This is a deliberately wide brief but takes in everything from real asset-backed funds (property and infrastructure for instance) through to music and art…and most things in between. I’ll also journey on adventures overseas and look at alternative emerging and frontier countries and markets that should feature in your portfolio. From Russia to Africa and plenty of exciting places in between. For a UK audience I will also continue to regularly analyze and comment on the listed closed-end fund segment and investment trusts. Last but by no means least I’ll try and make sense of the big macro stories that impact investors. I’ll also weave into this my own slightly idiosyncratic views which I’m afraid mark me out as a liberal/ social-democratic inclined centrist Dad (which is I fear sometimes seen as a tag of shame in these radicalized days).

Cross Asset Strategy

<ul><li>In straightforward terms, we are still in a risk-on environment with many analysts and market observers now thinking that US equities – a key momentum driver for all risk assets – are heading towards 6000 at some stage.</li><li>The chart below from analysts at French investment bank SocGen is a useful tool for quickly mapping global, cross-asset class sentiment.</li><li>It measures “<em>market sentiment by looking at the short-term dynamics of six risk-related variables across different asset classes. </em></li></ul>

In straightforward terms, we are still in a risk-on environment with many analysts and market observers now thinking that US equities – a key momentum driver for all risk assets – are heading towards 6000 at some stage.The chart below from analysts at French investment bank SocGen is a useful tool for quickly mapping global, cross-asset class sentiment.It measures “market sentiment by looking at the short-term dynamics of six risk-related variables across different asset classes. 

Weekly note – Bulls are still loose, Japan shifts gear and Europeans start to talk about AI