Vanguard’s Market Predictions For 2022 And Beyond (Sunday Ride #10)

MARKET PREDICTIONS FOR 2022 (The Sunday Ride #10)

The Sunday Ride brings a collection of Investment Research and Financial Independence topics for Long Term Investors with the aim of providing you the very best reads.

To be enjoyed with your Sunday post-ride coffee.

While rebalancing your portfolio, learn how the markets work and get the highest quality insights from Wall Street and Main Street.

Unlike the rest of Bankeronwheels.com, this series is provided without much additional guidance. 

As usual, everything is to be used at your own risk. 

Market Dashboard

DASHBOARD - STATE OF PLAY

A quick glance at where we stand Year-to-Date when you rebalance. Compiled specifically taking a Long Term Investor view. Updated throughout the year. Long term historical risk and returns are here

Best Performers of the Past decade

Click on the picture to read the article

CURRENCY-ADJUSTED 2021 Performance

It’s the humbling time of the year to acknowledge the limits of our ability to predict markets. 

For the first time in decades, inflation also needs to be properly accounted for when looking at asset class returns but also our future plans.

Read Bankeronwheels.com analysis including:

  • Why Equity Markets are more rational than you think
  • Why Bonds may still be useful
  • Why Vanguard predictions may not materialize 
  • What is even more important in a low return environment

β - THE LONG GAME

This section is dedicated to research on what really matters in the Long Run (aka the 90% of your Portfolio). Read about Asset Allocation and explore Index Investing Research.

Alpha Investing

α - PUNT RESPONSIBLY

This section is dedicated research related to improving your knowledge about capital markets.  If you decide to sin, then sin only a little. Combined active bets should be, at best, a tiny fraction of your portfolio. Remember that most crypto assets do not generate yield, are not investments but rather portfolio diversifiers and will remain highly volatile.

FACTOR AND THEMATIC Investing

Crypto MARKETS

ENGAGING IN ACTIVE INVESTING

When you play with fire, you can get burned. This section is a stark reminder of what can happen when engaging in active investing, even as a professional.

Here is what Elon thinks about Active Investors ("Don't have zero sum mindset, like most Finance people i.e. taking from others. Have a growth mindset. Grow the overall pie"). Watch the 3 mins extract.

European Stuff

EUROPEAN STUFF

This section is dedicated to UK and European Index Investing. It can also touch on other jurisdictions outside the Euro-zone.

BOOK REVIEWS

In the Book Review section Kathrin & I rate some of the most relevant reads related to Financial Independence, Personal Finance and Investing. Browse All Book Reviews.

Books we’ve reviewed this month:

  • Your Money or Your Life – is one of the oldest and most well-known books about financial independence. While it teaches you how to manage your money, it takes a much broader approach than many other personal finance guides. Overall Rating 3.5/5
  • How I Lost Money in Real Estate Before it Was Fashionable –  JL Collins tells the story of his disastrous condo purchase in the 1970s and 80s. The short book demonstrates how, contrary to popular opinion, real estate isn’t always an amazing investment and that potential homeowners should be critical before buying. Overall Rating 3/5
  • Investing Demystified (with Videos) – by Lars Kroijer is a comprehensive guide to investors all over the world looking to optimize their portfolios. Overall Rating 4/5
Cycling

LIFESTYLE

This section is dedicated to the FIRE Lifestyle Movement and Cycling Topics (bikepacking, touring and useful reviews)

Financial Independence & Early RetiremenT

Life shrinks or expands in proportion to one's courage.

Anais Nin

Good Luck & keep’em* rolling!

(* Wheels & Dividends)

SHARE THIS ARTICLE

BROWSE ALL OUR RESOURCES

GROW YOUR PORTFOLIO
PROTECT YOUR MONEY
CHOOSE THE BEST ETFs
INVESTOR CHECKLIST
Market Dashboard
RECOMMENDED RESOURCES
BOOK REVIEWS
INVESTING FAQ
UNDERSTAND BOND ETFs

DISCLAIMER

All information found here, including any ideas, opinions, views, predictions expressed or implied herein, are for informational, entertainment or educational purposes only and do not constitute financial advice. Consider the appropriateness of the information having regard to your objectives, financial situation and needs, and seek professional advice where appropriate. Read our full terms and conditions.

REACH FINANCIAL INDEPENDENCE SOONER

Invalid email address
Exclusive features will be available to members only. And as you've seen, High Quality Research you won't get anywhere else. Unsubscribe at any time.
About Raph Antoine 83 Articles
Raph Antoine is a Portfolio Manager and Institutional Advisor that witnessed first-hand the 2008 Global Financial Crisis and the 2011 European Debt Crisis working for some of the most prestigious names in the financial industry. Raph has experience across multiple asset classes including Fixed Income and Equity products as well as Special Situations and Restructurings in multiple jurisdictions. Raph holds an MSc in Financial Engineering and is a CFA (Chartered Financial Analyst) Charterholder. He usually rides one of his two bikes. Rarely, a Canyon Ultimate CF SLX 8.0 (that is currently in family's attic) and most of the time a Gravel Pinnacle Arkose (his favourite) that he used to Cycle the World.
Subscribe
Notify of
guest
2 Comments
Oldest
Newest Most Voted
Inline Feedbacks
View all comments
Pedro Pires
Pedro Pires
8 days ago

Thanks again for great info and insights Raph. Hope you are fully recovered and wishes of a very healthy and prosperous 2022!