AUTHOR
David Stevenson
David Stevenson has been writing the Financial Times Adventurous Investor column for nearly 15 years and is also a regular columnist for Citywire. He writes his own widely read Adventurous Investor SubStack newsletter at davidstevemson.substack.com
David has also had a successful career as a media entrepreneur setting up the big European fintech news and event outfit www.altfi.com as well as www.etfstream.com in the asset management space. Before that, he was a founding partner in the Rocket Science Group, a successful corporate comms business.
David has also written a number of books on investing, funds, ETFs, and stock picking and is currently a non-executive director on a number of stockmarket listed funds including Gresham House Energy Storage and the Aurora Investment Trust.
In what remains of his spare time he is a presiding justice on the Southampton magistrates bench.
2 cheap investment trusts to buy
Investment trusts
2 cheap investment trusts to buy
After a mixed year for investment trusts, David Stevenson outlines two cheap investment trusts investors should consider.
15 Dec 2022
4 cheap investment trusts to buy and 3 to avoid
Investment trusts
4 cheap investment trusts to buy and 3 to avoid
Valuing funds that hold unlisted assets can be tricky, but some discounts look excessive.
25 Nov 2022
4 investment trusts to buy yielding up to 12%
Investment trusts
4 investment trusts to buy yielding up to 12%
Widening discounts present a buying opportunity for these four high-yielding investment trusts
7 Nov 2022
A macro hedge fund to buy in trying times
Investment trusts
A macro hedge fund to buy in trying times
This macro hedge fund has outperformed traditional defensive funds and other listed hedge funds
10 Oct 2022
The pick of this year's best-performing investment trusts
Investment trusts
The pick of this year's best-performing investment trusts
Market conditions haven’t been easy, but these investment trusts have delivered strong growth, says David Stevenson.
23 Sep 2022
The best ways to buy strategic metals
Industrial metals
The best ways to buy strategic metals
Weaker prices for strategic metals in the alternative-energy sector are an investment opportunity, says David Stevenson. Here, he picks some of the be…
12 Sep 2022
Three cryptocurrency funds for the adventurous investor
Bitcoin & crypto
Three cryptocurrency funds for the adventurous investor
The crypto sector is extremely risky, but these three cryptocurrency funds may appeal to adventurous investors who anticipate a rebound, says David St…
25 Aug 2022
A retail bond for income investors with a 6.5% yield
Corporate bonds
A retail bond for income investors with a 6.5% yield
This new issue from LendInvest could be attractive to income seekers willing to take some risk.
29 Jul 2022
A fund to provide a reliable income from biotech
Investment trusts
A fund to provide a reliable income from biotech
The BioPharma Credit investment trust lends to promising small drug developers.
18 Jul 2022
Is it OK to buy Scottish Mortgage investment trust again?
Investment trusts
Is it OK to buy Scottish Mortgage investment trust again?
Scottish Mortgage investment was hit hard by the tech-stock crash, and it is still being buffeted by headwinds. Should new investors wait for those to…
5 Jul 2022
Three ways to cash in on the digital infrastructure boom
Share tips
Three ways to cash in on the digital infrastructure boom
Two established investment trusts and a business with great potential stand out in the digital infrastructure sector.
16 Jun 2022
Why is inflation is generating profits for some energy firms
Inflation
Why is inflation is generating profits for some energy firms
Rising energy prices are mostly good news for renewable energy funds, but the outlook is complex.
2 Jun 2022
Six high-yielding funds for income investors to buy now
Share tips
Six high-yielding funds for income investors to buy now
Rising interest rates are starting to make many popular income funds look less than attractive. Here, David Stevenson picks six that should weather th…
24 May 2022
How to invest in the multi-decade boom in industrial metals
Industrial metals
How to invest in the multi-decade boom in industrial metals
The price of key industrial metals has already begun to rise. The renewable energy transition will take them higher, says David Stevenson. Here's how …
6 May 2022
Rize Pet Care ETF: a new fund to profit from pampered pets
ETFs
Rize Pet Care ETF: a new fund to profit from pampered pets
Thematic funds have a bad reputation, but they can be useful. The launch of the Rize Pet Care ETF is a good example, says David Stevenson.
27 Apr 2022
Nine new ETFs to consider
Funds
Nine new ETFs to consider
New launches of traditional funds are in short supply, but the ETF market keeps growing, says David Stevenson.
12 Apr 2022
How to profit from the global shipping industry
Global Economy
How to profit from the global shipping industry
Container rates have soared, but tankers and bulk carriers are poised for recovery, says David J. Stevenson.
1 Apr 2022
Aircraft leasing funds aren’t ready for take-off
Funds
Aircraft leasing funds aren’t ready for take-off
There could still be some upside for aircraft-leasing funds, but there’s a lot of uncertainty, says David Stevenson.
25 Mar 2022
Collateralised loan obligations – a risky bet on inflation
Funds
Collateralised loan obligations – a risky bet on inflation
Collateralised loan obligation funds are complex, but could be worth a look for investors who understand the dangers, says David Stevenson.
2 Mar 2022
How to use exchange-traded products to profit from market turbulence
Funds
How to use exchange-traded products to profit from market turbulence
Short and leveraged exchange-traded products (ETPs) could be useful for making trading bets as tech stocks fall
14 Feb 2022
Five trends for fund investors to watch in 2022
Funds
Five trends for fund investors to watch in 2022
There is no crystal ball for investment, but these trends could help fund investors prepare for what comes next.
17 Jan 2022
Short and leveraged tracker funds: risky rollercoasters that could bag more bang for your buck
ETFs
Short and leveraged tracker funds: risky rollercoasters that could bag more bang for your buck
Short and leveraged tracker funds could help amplify your returns, says David Stevenson. But tread carefully: they can turn out to be a rollercoaster …
29 Dec 2021
Alliance Trust and Witan: two flexible multi-manager investment trusts to buy now
Investment trusts
Alliance Trust and Witan: two flexible multi-manager investment trusts to buy now
Alliance Trust and Witan investment trusts have different approaches to investing, but both follow strategies that could do well in more volatile mark…
13 Dec 2021
Towards the half century: Baillie Gifford Japan Trust
Sponsored
Towards the half century: Baillie Gifford Japan Trust
The Baillie Gifford Japan Trust launched 40 years ago, just as global investors were waking up to Japan’s potential. A lot has changed in the four dec…
30 Nov 2021
Four of the best new ETFs
ETFs
Four of the best new ETFs
The latest exchange-traded funds (ETFs) offer access to themes ranging from infrastructure to smart homes. David Stevenson takes a look at four of the…
30 Nov 2021
Four of the best new investment trust listings
Investment trusts
Four of the best new investment trust listings
Diversify your portfolio and benefit from rising dividends with these four new investment trusts coming to the market soon.
15 Nov 2021
Ditch a broad ESG approach to funds for these two focused investment trusts
Funds
Ditch a broad ESG approach to funds for these two focused investment trusts
If you want to do well by doing good, look beyond the broader ESG category and adopt a narrower focus, says David Stevenson.
1 Nov 2021
A listed private equity fund going cheap
Share tips
A listed private equity fund going cheap
Some of the fastest-growing businesses are unlisted. This private equity fund can help you profit from them, says David Stevenson.
19 Oct 2021
A Canadian fund for the cautious income investor
Investment trusts
A Canadian fund for the cautious income investor
This investment trust offers a reassuringly boring way to navigate any imminent stockmarket volatility
4 Oct 2021
Carbon emissions trading: how to profit from the price of pollution
Funds
Carbon emissions trading: how to profit from the price of pollution
Carbon-emission allowances are still an esoteric market, but one that looks set to grow. This new fund could help you cash in.
21 Sep 2021
Two shipping funds to buy for steady income
Investment trusts
Two shipping funds to buy for steady income
Returns from owning ships are volatile, but these two investment trusts are trying to make the sector less risky.
7 Sep 2021
Regulators are rattling investors in China. What's next?
Chinese economy
Regulators are rattling investors in China. What's next?
Regulators are baring their teeth and rattling investors in China. David Stevenson explains what happens next
12 Aug 2021
Where to find data on investment funds
Funds
Where to find data on investment funds
Investors can choose from a wide array of websites offering financial information about funds. Where should they start?
3 Aug 2021
Commodities are on a roll – buy in with this cheap ETF
Commodities
Commodities are on a roll – buy in with this cheap ETF
Profiting from raw materials isn’t as easy as you might think. A new ETF, however, is worth a look
20 Jul 2021
A new investment trust to profit from the space race
Investment trusts
A new investment trust to profit from the space race
There is now an investment trust focusing on the space sector. It looks intriguing, says David Stevenson – but highly risky.
6 Jul 2021
Grab a piece of art – or music – with fractional ownership
Art
Grab a piece of art – or music – with fractional ownership
Fractional ownership allows you to buy shares in assets such as stamps, paintings and music royalties, says David Stevenson.
21 Jun 2021