
Monthly Fund Focus: Fund Flows, Japanese Equities, High-Yield Bonds and Inflation-Proof Portfolios
Where is investor money moving, and what might that tell us about the opportunities ahead? David Stevenson looks at rising demand for UK equities, US
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.

Where is investor money moving, and what might that tell us about the opportunities ahead? David Stevenson looks at rising demand for UK equities, US

Are investors underestimating the AI memory boom, and have battered bond markets finally created opportunities for income seekers? David Stevenson weighs the case for DRAM

In this month’s funds article, David Stevenson goes bubble hunting, asking whether we should worry more about deflation than inflation, and go full-on contrarian, digging

David Stevenson examines how the UK takeover boom is creating opportunities for active fund managers, makes the contrarian case for gold and gold miners, and

David Stevenson explores why UK equities continue to look undervalued, examines an AI-focused investment trust and assesses a new ETF targeting the infrastructure powering the

David Stevenson returns with his latest fund roundup, highlighting a defensive income fund focused on financials, a new ETF targeting the reshaping of global supply

David Stevenson explores early-stage robotics, short-duration gilts and a high-yielding infrastructure trust backed by long-term assets including Sizewell C. He also looks at whether investors

David Stevenson explores how shifting geopolitics may shape long-term markets, from gold and inflation fears to rising defence spending in Asia. He also highlights a

David Stevenson argues the global equity rally is broadening beyond AI and the US, highlighting new opportunities across markets and sectors. He also examines a

This month’s deep dive into all thing’s funds-related looks at turbulent Japan, why it’s time to become more nervous about gold prices, an under-the-radar UK-listed

David Stevenson reviews an exceptional year in which most asset classes delivered strong returns, challenging assumptions about US market dominance. He also highlights a UK

In this month’s funds column, David Stevenson weighs up whether US equities are truly in an AI bubble and highlights funds and asset classes that