Adventurous Investing For Grown Ups, The Adventurous Investor

Adventurous Investor

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>This week’s macro calendar is fairly light after last week’s blockbuster US interest rate move.</li><li>The standout release stateside is Wednesday’s S&amp;P Global flash manufacturing and services PMIs for September, which will give investors a good understanding of how growth is holding up post-hike.</li><li>Thursday brings weekly jobless claims and new home sales, but the bigger story that day is the scheduled Trump-Xi summit in Washington.</li></ul>

This week’s macro calendar is fairly light after last week’s blockbuster US interest rate move.The standout release stateside is Wednesday’s S&amp;P Global flash manufacturing and services PMIs for September, which will give investors a good understanding of how growth is holding up post-hike.Thursday brings weekly jobless claims and new home sales, but the bigger story that day is the scheduled Trump-Xi summit in Washington.

Monday Macro: equity markets look more vulnerable, yet earnings are still surging and valuations...

High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

Thematic (Sector/Industry)

<ul><li>We may look back several months from now at the past week as the pivotal point where the market lost hope that the Fed could actually achieve a “soft landing” from the current monetary policy tightening cycle and instead began planning for how painful of a recession is coming.</li><li> Before beginning the question and answer session of the Federal Reserve meeting on Wednesday, Fed Chair Powell clarified that “nothing had changed” from his hawkish message delivered during the Jackson Hole meeting back in August. </li><li>However, things did change in that instead the Fed goalposts for rate expectations got ratcheted up yet again for 2023 via their internal “dot plot,” which is their survey of where each Fed member thinks rates should be. </li></ul>

We may look back several months from now at the past week as the pivotal point where the market lost hope that the Fed could actually achieve a “soft landing” from the current monetary policy tightening cycle and instead began planning for how painful of a recession is coming. Before beginning the question and answer session of the Federal Reserve meeting on Wednesday, Fed Chair Powell clarified that “nothing had changed” from his hawkish message delivered during the Jackson Hole meeting back in August. However, things did change in that instead the Fed goalposts for rate expectations got ratcheted up yet again for 2023 via their internal “dot plot,” which is their survey of where each Fed member thinks rates should be. 

United States

S&P Global Inc. provides clients with financial information services. The Company offers information regarding ratings, benchmarks, and analytics in the global capital and commodity markets. S&P Global operates worldwide.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

S&P Global (SPGI US)

Monday Macro: equity markets look more vulnerable, yet earnings are still surging and valuations...

The standout release stateside is Wednesday’s S&P Global flash manufacturing and services PMIs for September, which will give investors a good...

Adventurous Investor

Weekly Stock Bullfinder - Week of 9/26

Before beginning the question and answer session of the Federal Reserve meeting on Wednesday, Fed Chair Powell clarified that “nothing had changed”...

Weekly Stock Bull Finder

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)