Investment Research

▶ Vanguard LifeStrategy – Updated Return Expectations
▶ Implications of Regime-Shifting Stock-Bond Correlation
▶ Duration matching asset allocations with personal goals
▶ Honey, the Fed Shrunk the Equity Premium
▶ Why is Argentina’s economy such a mess?
▶ On Dividend Investing Strategies
▶ Are Leveraged ETFs Worth the Costs and Risk?

▶️ Investing for the Short to Medium Term – The new UCITS iBonds ETF
▶️ How to Use Cash in a Portfolio
▶️Dissecting the Investment Factor

▶️Position Sizing: Optimizing for Better Returns
▶️Cheapest destinations for a last-minute holiday this September
▶️Why We Glorify Overwork and Refuse to Rest

▶ Should You Hedge Currencies?
▶ Should you have commodities in your portfolio?
▶ How Dividends contributed to total returns in different markets
▶ Why China’s economy ran off the rails
▶ Sector composition of the S&P 500 since 1985
▶ If the UK stock market is cheap, why doesn’t it go up?
▶ BRICS is fake

▶ Four Reasons Bond Yields Are Rising
▶ Don’t fret about lower bond prices. Bonds mature at par.
▶ Have Bonds Finally Reached Escape Velocity
▶ Sovereign Bonds: In search of safe havens
▶ The 4 big structural forces holding back China’s economy
▶ Everything & Everyone Underperforms Eventually

➡️ Market Cap (Weighted) Hated Indexes
➡️ Why Aren’t Investors Selling Stocks to Buy Bonds?
➡️ One of the best ways to build and maintain an investment portfolio is by stress testing different scenarios
➡️ No time to risk- how to pick a bond ETF for the long run
➡️ Visualising the $105 trillion economy in one chart
➡️ Why Aren’t Investors Selling Stocks to Buy Bonds?
➡️ Is Britain really as poor as Mississippi?

➡️Millionaire Expat: How To Build Wealth Overseas
➡️BlackRock launches Fixed Maturity Bond ETFs in Europe
➡️Wall Street Thinks You’re Dumb: The Rise Of Wise Money
➡️How To Determine Your Investment Risk Tolerance
➡️7 Things I Don’t Own in My Portfolio
➡️Vanguard’s perspective on the U.S. credit downgrade
➡️Why does the BlackRock MSCI World ETF exist?

➡️ Do trend following managed futures impact safe withdrawal rates?
➡️ Is Cash the Best Insurance Asset?
➡️ Investment portfolio examples: asset allocation models for beginners
➡️ Exposing financial charlatans – the YouTube trading course seller
➡️ 7 steps to a better portfolio
➡️ For bond investors, near-term pain but long-term gain
➡️ Avantis Launches Small Cap International Stock ETF

➡️ The risks of securities lending
➡️The top three misconceptions about the 60/40 portfolio
➡️Buying the S&P 500 today? Wait these 7 charts will change your mind
➡️Replicating Popular Investment Strategies with Equities + Cash
➡️Should you hold cash or bonds rights now?
➡️Dimensional files for Vanguard-style ETF share classes
➡️How to Invest Like the 1%

➡️ Liquidity vs TER: Real cost of ETF ownership
➡️ Planet Boglehead: Vanguard Struggles to Win Over the World
➡️ Live and Let Buy: Which Bond ETF Types For Your Objectives?
➡️ Gold prices – why didn’t they move over the past 2 years?
➡️ Should I Hedge With Non-Traditional Investments?
➡️ How well do commodities hedge against UK inflation?
➡️ Updated equity risk premiums & country premiums
➡️ When are rate hikes going to stop?