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Everyday Investing

Mostly on markets, investing, economics and politics

  • Do active managers under perform due to career risk?

    October 5, 2019 by

    One of the frequently discussed topics linked to seemingly unstoppable growth of passive investing is why are active managers unable to beat their benchmarks. Often cited reason are fees – and they definitely matter! – but as a recent blog post from CFA institute claims, it’s not only that! Based on the research, high conviction… Read more

  • Expected returns by Robeco

    October 5, 2019 by

    Robeco, the well known Dutch asset manager, published their expected returns for 2020-2024. Given that returns on nearly all assets are pushed lower as the main benchmark, 10 year German govt bond yields, keep drifting lower, it’s no surprise to see some very conservative expected returns. Developed market equities 3.25% EUR return, emerging markets 3.75%… Read more

  • Passive investing part 8: get paid for that risk

    September 23, 2019 by

    This is part 8 of my posts on┬ápassive investing for Europe based investors. I hope that the previous posts gave you some high level understanding of options for a passive investment portfolio. In this post I’ll explain my view on how to allocate your portfolio and why I think much of the advice you get… Read more

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