Mostly on markets, investing, economics and politics
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
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
As discussed in the previous posts I wrote on the topic of passive investing with having European investors in mind, many people understand that passive investing is a solid cost-efficient way to hold a diversified portfolio without spending too much time on it. It is easy, however, to give up this advantage by choosing wrong/high… Read more
This is part 9 of my posts on passive investing for Europe based investors. I will discuss the current bond yields and why, in my opinion, the current levels support more than ever the case that many long term investors should avoid this option altogether. Is allocation to bonds an outdated option? As explained in part… Read more
This is part 8 of my posts on passive 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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