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David C Stevenson

David Stevenson is a regular columnist for MoneyWeek, and also writes for the FT and Citywire. He’s also been a columnist for Investment Week and is currently editor-in-chief at AltFi, the leading alternative finance fintech news brand. In a previous life David was a TV producer and helped run a big corporate communications business. He likes investment trusts, ETFs and sci-fi movies, but not in that order.

Investment trusts

JZ Capital Partners and a disastrous shift of strategy

The grim tale of JZ Capital Partners, the UK’s worst-performing investment trust, presents a cautionary tale for all investors, writes David Stevenson…

6 Jul 2020

Funds

ESG investing provides shelter in the storm

Funds focusing on environmental, social and governance (ESG) issues proved resilient during the market slump.

23 Jun 2020

Renewables

Could an ill wind hit renewable energy funds?

Infrastructure is a good investment – but watch out for hidden risks, particularly in renewable energy.

9 Jun 2020

Gold

Precious metals will keep shining – buy these funds to take advantage

Data on volatility suggests that a V-shaped recovery may not happen, so hold gold or silver.

1 Jun 2020

Investment trusts

Investment trusts to consider for investors seeking yield

With dividends being slashed in all major markets, equity-income investors have to consider alternatives. Here are the best options.

10 May 2020

Investment trusts

Where to find value in investment trusts

Investment trusts' discounts to net asset value have narrowed sharply of late, but there are still bargains out there.

28 Apr 2020

Funds

Cracks appear in corporate-bond ETFs

Severe volatility has opened up gaps between company-debt market trackers and the underlying assets.

21 Apr 2020

Investment trusts

These five trounced investment trusts will bounce back

The indiscriminate carnage in the markets has left these five promising investment trusts in the bargain basement.

31 Mar 2020

Tips

Which investment trusts should survive the market mayhem?

Look carefully at investment trusts’ recent performances to see if they’re fulfilling their mandate, says David Stevenson.

17 Mar 2020

Alternative finance

The juicy yields on offer in European fintech

With interest rates still at historic lows, income seekers should consider looking beyond traditional asset classes. Here are three ideas.

9 Mar 2020

Investment trusts

Four Asia-focused investment trusts to keep an eye on

Funds that specialise in Asian companies have yet to price in the full short-term effects of the coronavirus

18 Feb 2020

Investment trusts

Turbulence hits the aircraft leasing sector

It's been a tough year, but the outlook for aircraft-leasing funds is improving. David Stevenson explains which ones could be worth a look

3 Feb 2020

Funds

The commercial property funds to research now

There are still opportunities in commercial property, but choose your subsector carefully, says David Stevenson.

4 Jan 2020

Funds

There is still plenty of potential for investors in cannabis

The cannabis sector is out of favour, but a new ETF is an appealing recovery play

2 Jan 2020

Alternative finance

Don’t give up on P2P lending

The P2P lending sector has had a torrid year and the rules are being tightened. But it’s hardly game over, says David Stevenson.

24 Dec 2019

Funds

Make sure your fund manager has their money where their mouth is

Are the interests of the finance professionals managing your money properly aligned with your interests? There's a relatively simple way to check.

3 Dec 2019

Share tips

Buy these two funds to profit from private companies

Don’t be put off by Neil Woodford’s disaster. These two funds have done well with unlisted firms.

19 Nov 2019

Share tips

Top ten funds to profit from a Boris Brexit bounce

City analysts are pondering a once-unthinkable scenario: what if it all goes right for Boris Johnson? David Stevenson picks the funds he thinks will p…

5 Nov 2019

Stockmarkets

How to invest in US stocks on the cheap

Investing in US stocks used to be an expensive hassle. Not any more, says David Stevenson.

3 Nov 2019

Share tips

This overlooked investment trust can help you tap in to Canada’s dependable dividends

Canada is often dismissed as dull, but it looks exciting for income seekers. And this investment trust can help adventurous types to build a portfolio…

8 Oct 2019

Stockmarkets

Passive investments come under pressure from regulators

Investors are allocating ever greater sums to passive investments including ETFs and index trackers. Regulators have taken note, says David Stevenson.

24 Sep 2019

Share tips

JPMorgan's tasty new infrastructure investment trust comes to market

JPMorgan’s new investment trust offers a play on real assets ranging from global infrastructure to Asian property.

9 Sep 2019

Alternative investments

P2P lending hits a speed bump

The P2P lending sector is slowing, but it remains appealing in an era of zero interest rates, says David Stevenson.

3 Sep 2019

Stockmarkets

Adventurous investors should head for the frontier in Georgia

Georgia Capital, a London-listed investment fund, is trading on a big discount and looks a good bet for the brave.

13 Aug 2019

Share tips

The best way to play the biotech boom

Syncona is an unusual investment trust that invests in promising privately held biotech companies. It should be a core holding in any portfolio, says …

30 Jul 2019

Investment strategy

CITR: how you can do well by doing good

Ignore corporate virtue-signalling. The CITR is a more practical and tax-efficient way for investors with a social conscience to help struggling commu…

14 Jul 2019

Share tips

Give these 19 investment trusts a chance

Investors should spare a thought for these 19 out-of-favour investment trusts, says David Stevenson.

2 Jul 2019

Share tips

The seven best investment opportunities in India and Indonesia

Asia contains numerous interesting developments for adventurous investors to keep a close eye on. Here, David Stevenson looks at seven of the best …

4 Jun 2019

Share tips

Three investment funds that should prosper under a Corbyn government

A Corbyn government may not be welcomed by everyone, says David Stevenson, but it will bring investment opportunities. And these three funds should be…

21 May 2019

Share tips

Make a juicy income from commercial property

Regional Reit’s commercial property assets should provide investors with a sustainable yield, says David Stevenson.

1 May 2019

Stockmarkets

British stocks are due a bounce

Uncertainty over Brexit has prompted consumers and companies to put off investing in British stocks. Once clarity returns, cheap stocks should rebound…

4 Apr 2019

Funds

Pershing Square's Bill Ackman has seen the light

Bill Ackman, the notorious activist investor, could turn his Pershing Square hedge fund into the next Berkshire Hathaway.

26 Mar 2019

Alternative finance

Peer-to-peer: cutting out the middleman could cost you

There are a vast array of peer-to-peer lending sites. That’s why you need a company to help research and collate the ones that might suit you.

11 Mar 2019

Funds

Two funds to help in the hunt for income

These two funds should provide a decent level of income in return for relatively low fees.

26 Feb 2019

Bonds

Stash your cash in bond ETFs

A savings account isn’t always practical. Here’s what to do with the cash in your portfolio.

19 Feb 2019

Stockmarkets

What should income investors do if inflation doesn’t arrive?

With interest rates rising during 2018, and market murmurs about inflation, income investors might have been hoping for juicier opportunities this yea…

8 Feb 2019