David Stevenson

David Stevenson is an investment columnist for the Financial Times (the Adventurous Investor), Citywire and MoneyWeek. He’s also the author of the Adventurous Investor blog – www.adventurousinvestor.com – and is executive editor of ETF Stream – www.etfstream.com – and fintech news service AltFi – www.altfi.com.

I believe in keeping investing simple and I think that investment trusts are an ideal structure for private investors. Whatever your investment goal, be it long term capital growth, or income or even defensive strategies, there is likely to be an investment trust that will work for you over the long term. The key is picking the right trust or fund and the London market has a huge range. Having watched this sector – and invested in it – for over 20 years I think i have developed a fairly in depth understanding of which funds work, and why. My articles on investment trusts will hopefully help guide private investors in the right direction.

Monthly Funds focus: Income fund, RTW Arix deal

Investment trusts have rallied in recent days as investors bet on falling interest rates in the coming 18 months, pushing many funds off their 52-week discount highs. That’s left some investors worried they might have missed the big opportunities in funds land but there’s still plenty of very cheap – sometimes for a reason –

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Monthly Funds focus: Biopharma & Hipgnosis

There’s something of an income theme to this month’s funds focus. First up is a specialist lending fund whose shares have fallen sharply in value yet the fund is still churning out a reliable 8% plus yield. Next up we investigate the ups and downs of the music royalty funds – very much a yield

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Monthly Funds focus: AI ETFs, New ETFs, Defense EFTs & BH Macro

This month our funds expert focuses on ETFs and the listed hedge fund BH Macro. He looks at why you’d be better off investing in a small handful AI related stocks rather than AI ETFS and also looks at two new defensive-oriented ETF trackers, with one focused on covered call options writing. He also investigates

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