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Investment ideas – Going overweight Emerging Markets
We dig a bit deeper into our EM investing options. Investment trusts and an Ex China index remain our favourites
Dec 3
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David Stevenson
4
Monday Macro: Monthly dashboard points to unsettled markets plus a busy week in US macro
We also spin through the year to date returns for major markets. Gold is still looking strong.
Dec 1
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David Stevenson
2
November 2025
Reading worth investing in: The Tax wedge really is low, robot pilots, tech sector results
Further reading for the weekend: Some quick budget thoughts, impressive numbers from Molten Ventures, and insurers bet on private credit
Nov 29
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David Stevenson
1
Investment Ideas: A nuclear equity idea to add to watch list, Cordiant and Plus500
Markets feel febrile and uncertain. That’s the perfect environment for long-time favourite Plus500.
Nov 26
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David Stevenson
1
Monday Macro – a busy week looming, my asset allocation tables updated, and a key table on market valuations
Lots of tables this week. I update my asset allocation thoughts – avoiding the US hasn’t been a disaster. Plus, a great table on regional equity…
Nov 24
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David Stevenson
5
3
Links worth investing in: The German industrial meltdown, Amundi on markets in 2026 and boring but crucial progress on vocational training
Further reading for the weekend – more AI advances (Moonshot AI is really cheap), Global lending surges, and space tech businesses on European markets
Nov 22
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David Stevenson
7
Investment Ideas: thoughts on the TRIG HICL merger and adding Target healthcare to my Buy list
Some quick reactions to the mega infrastructure fund merger proposals
Nov 18
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David Stevenson
2
4
Monday Macro – Another sell off, a busy week for macro, and some big reports from the big banks
Lots of macro updates on their way, trouble in Gilt's land and watching out for Nvidia later in the week
Nov 17
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David Stevenson
1
Links worth investing in : 2026 conviction call on energy stocks, what Rachel Reevs ‘should do’ (but probably won’t) and why Taiwan’s days…
Further reading for the weekend: The Italian master of Disaster art, UK investors pile into Rolls Royce, dark triad women and the healthcare stocks…
Nov 14
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David Stevenson
6
Investment Ideas- Life sciences picks and shovels champion, Danaher
A classic quality stock that has fallen on hard times. I think the pessimism is overdone and set a $275 price target by end 2026
Nov 12
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David Stevenson
2
1
Monday Macro – Be wary of the flash crash, AI in own words, and gold at $5000 by end 26
Don't be fooled by the sell-off. The equity bulls are lurking.
Nov 10
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David Stevenson
4
Reading worth investing in : snail farming in London, a defence of neoliberalism, and Dutch financing for new homes
Weekend reading: Populism fast and slow plus some big advances in AI and robotics
Nov 7
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David Stevenson
2
1
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