Weekend Reading – Factor ETFs launched in Europe. JP Morgan Guide To Alternatives.
Weekend Reading is a collection of Investment Research and Lifestyle topics from all corners of the Web. We source the highest quality insights from Wall Street and Main Street that you may apply to your investment process. Unlike the rest of Bankeronwheels.com, this series is provided without additional guidance. As usual, everything is to be used at your own risk. Below is the type of content we shortlist:
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Featured
Why Does Wall Street Want You To Care About Factors? (Banker on Wheels)
Factor investing is one of the fastest-growing active ETF market segments. By some counts, over 20% of ETFs have a factor component. It is the second largest ETF segment after passive ETFs (59%). The benefits are low correlations and potential for higher returns. But, they come out strongest in historical portfolio backtesting of academic factors. This is not the way they are typically implemented. There are also other considerations before you invest.
Portfolio Construction
Asset Allocation
“Lost Decades” Are More Common Than You Think (GMO)
In theory, growing a pool of wealth over decades is a straightforward endeavor. The de facto “passive” allocation of 60% equities/40% bonds has proven effective at compounding wealth over time by tapping into two key risk premia: the equity risk premium earned by underwriting the risk of an economic growth shock and an inflation risk premium received for bearing the risk of surprise inflation.
The risks and rewards of a concentrated stock position. (JP Morgan)
We look at 40 years of stock performance—including recent market events—and the risks and rewards of concentration. One thing is constant: while concentrated stock positions can create substantial wealth, there is also a high probability of dramatic losses that have the potential to derail the financial future you had envisioned for you and your family.
Understand Financial Markets
- An Epic Bull Market (A Wealth of Common Sense)
- Rates, they are a-changin’. Is bond fund risk too? (Vanguard)
- Rate Cuts: Bonds Back in Play? (Verdad)
- What is a correlation, and how do you think clearly about it? (Clearer Thinking)
- No better proof that the stock market is not the economy (The Long View)
Have you ever wondered how financial markets performed centuries ago or how world events impacted stock prices? Today, we sit down with Dr. Bryan Taylor, President and Chief Economist at Global Financial Data, to unpack the world’s fascinating financial history. Join us as we delve into the world’s financial history and its relevance to today’s investment landscape with Dr. Bryan Taylor.
How To Invest
- What If You Only Invested At Market Peaks? (A Wealth of Common Sense)
- The Most Popular Investing Strategies, by Generation (Visual Capitalist)
- The risk and reward of investing (Robeco Qauntitative Investing)
- Lose All Your Money (Fortunes & Frictions)
- What football fans can teach investors (The Evidence Based Investor)
Active Investing
Factor Investing
Discretionary Investing
Alternative Asset Classes
Guide to Alternatives (JP Morgan)
Designed to simplify the complex world of alternative investments to help you make more informed decisions across real estate, infrastructure, private markets and hedge funds.
Are private assets worth the effort? A study of their impact on endowments and foundations' returns and spending (Fidelty Investments)
Even though many endowments and foundations still manage to a simple portfolio benchmark of roughly 70% stocks/30% bonds, our analysis shows that it is unlikely that such a portfolio will be able to deliver on their long-term real return objectives. This article will take a closer look at the potential benefit of exposure to private market managers, but also the key challenge: the distribution.
Wall Street
Nassim Taleb on life, economy and much more (Joseph Walker)
Nassim Taleb is trader, researcher and essayist. He is the author of the Incerto, a multi-volume philosophical and practical meditation on uncertainty. The talk includes: - Heuristics for knowing when you're in Mediocristan versus Extremistan. - Nassim's 30-minute take on the field of behavioural economics. - Nassim's 20-minute take on superforecasting.
ETFs
UCITS ETFs
Avantis Global Small-Cap Value & Global Equity UCITS ETFs Start Trading on Xetra (Banker on Wheels)
Two ETFs highly anticipated by some of our readers – the Avantis Global Equity UCITS ETF and the Avantis Global Small-Cap Value UCITS ETF started trading on Xetra as of 1st of October. Keep an eye out for the Avantis Emerging Markets Equity UCITS ETF, which was announced a few months ago and is anticipated to follow soon.
- [Updated] VWCE & Chill: Investors Are Cooling Off on Vanguard. Should You Still Invest? (Banker on Wheels)
- Avantis Prices their Global ETF in line with VWCE. A coincidence? (Banker on Wheels)
- What Is Direct Indexing and Why Should You Care? (CAIA Association)
- How Fast Will Active Equity ETFs Grow? (Morningstar)
Wealth Management
Personal Finance
- Millionaire Expat: How To Build Wealth Overseas (Book Review) (Banker on Wheels)
- The importance of continuous learning and adaptation in both finance and life (Intentional Investor)
- UK: Home are cheap to build but land is expensive (Robert Kwolek)
- A Low-Stress Way to Spend Guilt-Free and Keep Your Finances Healthy (Peter Lazaroff)
- Which Countries Are Stashing the Most Wealth Offshore? (Visual Capitalist)
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Platforms
Interactive Brokers: Step-By-Step Account Opening Guide (Banker on Wheels)
So you have read our comprehensive review of Interactive Brokers (affectionately abbreviated IBKR or even IB by its users) and you have decided to open an account. This guide will walk you through the steps of the process. In some ways, this broker account opening process can be longer than for other brokers. That’s because IBKR is more sophisticated. But, we make this process a bit simpler. In the end going through it is worth the hassle given the benefits the broker may give you in the long run. Let’s get started!
(Early) Retirement
Financial Advice
Josh Brown is a well-known author, columnist, creator of the widely read blog The Reformed Broker, a commentator on CNBC, and CEO of Ritholtz Wealth Management, an independent investment advisory firm he founded with Barry Ritholtz. A prolific writer, Josh co-authored two books, How I Invest Money and The Clash of the Financial Pundits, and authored two books, Backstage Wall Street, and just released You Weren’t Supposed to See That, which we discuss in this podcast.
Design Your Lifestyle
Personal Development
- An Aging Expert’s Pro Tips for Thriving Beyond Fifty (nextbigideaclub)
- ‘I’m struggling with grief and loss’: I inherited seven figures after my parents died young. Why do I feel guilty? (Market Watch)
- Productivity Tactics – Two Approaches I Personally Use to Reset, Get Unstuck, and Focus on the Right Things (The Tim Ferris Show)
- Supercharge Your Network: 5 Tips to Jumpstart Old Connections (CFA Institute)
Careers & Entrepreneurship
Travel
Bikepacking the Oregon Timber Trail (Bikepacking.com)
After years of making plans to ride the Oregon Timber Trail and having to cancel or reschedule to do wildfires, reroutes, and challenging trail conditions, Chris Wilson from the PNW Bikepacking YouTube channel was finally able to get out and pedal the 700-mile route traversing the Beaver State. he reports in from the roughly 700-mile Oregon Timber Trail, where he joined this year’s riders in the annual grand depart.
Tech & Economy
Economy
Tech & Science
And Finally
Good Luck and Keep’em* Rolling!
(* Wheels & Dividends)
Trade Wars, Real Wars, but Equities Close To All-Time Highs: Is It A Good Time To Invest?
7 Reasons Why Japan May Be Your Next Cycling Adventure
Nomads in 2026: Genki vs SafetyWing – Which Travel Insurance Wins?
How You Can Cycle The World – A Practical Guide
Weekend Reading – Vanguard Cuts Fees across 15 ETFs & IBKR launches prediction markets
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