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Investment Ideas: revisiting the core alternatives portfolio, adding RTW Biotech to the buy list
Plus, a tech fund with a focus on AI that might be a great way to buy into the buzz surrounding the sector
Apr 24
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David Stevenson
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Investment Ideas: revisiting the core alternatives portfolio, adding RTW Biotech to the buy list
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Monday Macro: Caution warranted but not too much pessimism
I’ve made a small handful of changes to the two asset allocation tables, as I grow more cautious on equities and government securities. Plus private…
Apr 22
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Monday Macro: Caution warranted but not too much pessimism
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Links: Missiles, ISAs, Gold, Gilts and Africa
Further reading for the weekend: The lessons to learn from the Iran/Israel missile saga, why Africa is full of opportunity, might Labour come after your…
Apr 19
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Links: Missiles, ISAs, Gold, Gilts and Africa
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Investment Ideas: Updating the Buy and Watch Lists as well as three recent stocks
Updates on Foresight (moved up to the Buy list), Chrysalis (still a buy), and a useful analyst note on Prysmian
Apr 17
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Investment Ideas: Updating the Buy and Watch Lists as well as three recent stocks
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Monday Macro: eight things we learnt over the last month
A quick run through some of the most interesting (16 ) charts about the global economy and markets for April so far. Inevitably we start with energy…
Apr 15
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Monday Macro: eight things we learnt over the last month
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Friday Links: Grim news from Myanmar, Ukraine and the Middle Eastern Drone wars, plus mid/small cap dividends and the meme brigade come for…
Further reading for the weekend – Trump likely to win, new drug approvals are booming right?!? And AIM is an M&A hotspot
Apr 13
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David Stevenson
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Friday Links: Grim news from Myanmar, Ukraine and the Middle Eastern Drone wars, plus mid/small cap dividends and the meme brigade come for listed VCs
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Investment Ideas: zero’s, more on Phoenix Digital and adding Augmentum to the buy list
Plus why the impending bitcoin halving matters (or maybe doesn’t) and why on a cautious basis Phoenix Digital Assets is worth more than 6p a share
Apr 11
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Investment Ideas: zero’s, more on Phoenix Digital and adding Augmentum to the buy list
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Monday Macro: Thoughts on the next 15 months, the 7 European wonders and a UK economic snapshot
Back to normal programming after the Easter break. Watch the (expectations) gap(s) over the next 15 months. Plus voters really, really dislike inflation…
Apr 8
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Monday Macro: Thoughts on the next 15 months, the 7 European wonders and a UK economic snapshot
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Weekly Note: The Fab Four, Popular gilts, Augmentum, annoying noise and the Second China shock
Just a reminder that this is the second weekly note for the Easter break. Mostly normal service starts again this coming Monday.
Apr 6
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Weekly Note: The Fab Four, Popular gilts, Augmentum, annoying noise and the Second China shock
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March 2024
Weekly note – Bulls are still loose, Japan shifts gear and Europeans start to talk about AI
Plus a digital assets discount play is revisited.
Mar 25
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David Stevenson
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Weekly note – Bulls are still loose, Japan shifts gear and Europeans start to talk about AI
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Weekend reading: THE FRAUDEMIC, US BUYBACKS, UTILITY STOCKS LOOKING ATTRACTIVE, AND THE SLOW-MOVING DEMOGRAPHIC CRISIS.
Plus, I update my Japanese equity funds article with the right table on ETFs, and how the West is helping the Russian arms industry. Eyes east to…
Mar 22
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Weekend reading: THE FRAUDEMIC, US BUYBACKS, UTILITY STOCKS LOOKING ATTRACTIVE, AND THE SLOW-MOVING DEMOGRAPHIC CRISIS.
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Investment Ideas: Helios, Digital Infra, and Japanese equity ETFs
A shorter note this week, mainly focused on updates on existing ideas plus a look at Japanese ETFs. Plus an interesting seed EIS Robotics fund on…
Mar 20
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David Stevenson
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Investment Ideas: Helios, Digital Infra, and Japanese equity ETFs
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