David Stevenson's Adventurous Investor Newsletter

David Stevenson's Adventurous Investor Newsletter

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Weekend reading: A Deep Dive into Our Literacy Crisis
Something a bit different this week – are we turning into a screen-obsessed society where reading becomes a minority pursuit, plunging society into…
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David Stevenson
Investment Ideas: Updates on Cordiant and Augmentum plus a new global equities ETF that ticks lots of boxes
Why the iShares new global equities tracker WEQW could be a great way of diversifying away from concentration risk and US tech leviathans. Plus gold…
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David Stevenson
Monday macro – My new markets dashboard
Plus, we review the year so far as we head into the final quarter of 26
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David Stevenson
1
Further reading: A (mostly positive vibes) Factoid special
Fewer reasons to be glum about the UK, the power crunch, too many exports to the Stans, some amazing Deutsche Bank long-term charts and bumper food…
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David Stevenson
Investment Ideas – new ETFs worth researching
With a little bit of help from www.etfstream.com, I spin through the most interesting new ETF launches.
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David Stevenson
1

September 2025

Monday Macro: The UK’s inflation problem
Plus, what might happen in the budget (get those pension contributions in now)
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David Stevenson
Reading worth investing in: why wealth taxes are a nonstarter, SIPP platforms rated, and why we could have a cold, cashless winter
Links for the weekend: Plus a deep dive into Ai, its crazy impact on power usage stateside and why it could all be a big bubble. Oh and Howard Marks on…
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David Stevenson
2
Investment Ideas: My take on VCTs for the long term
VCTs can be highly tax-efficient, but many funds fail to deliver. The key, in my view, is to back experienced managers with a track record on returns…
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David Stevenson
Monday Macro: The case for less pessimism in the UK
There are reasons for concern, but we are a long way from a crisis moment. Plus, UK stocks haven’t done as poorly as everyone thinks
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David Stevenson
Further reading: It really was terrible in the Middle Ages for servants, endless pump priming and why long-term government rates are higher
Plus the best platforms for fund investors and robot taxis coming to a city near you very soon
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David Stevenson
2
Investment Ideas – a deep dive into defensive global equity indices
What’s the best index and ETF idea for more defensive, income investors? Comparing the FTSE RAFI All World 3000, the Morningstar Developed Markets Large…
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David Stevenson
1
Monday Macro: Thinking through why I got the US market wrong
In the US, observers like me were too bearish and failed to spot the signals
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David Stevenson
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