Weekend Reading – BlackRock Launches A Synthetic World ETF
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:
One of the important factors behind the fluctuation between bull and bear markets, between booms and crashes and bubbles, is that investor memory has to fail us – and fail universally – in order for the extremes to be reached.
Featured
Developed markets ex-us: how to control your allocation to u.s. stocks (Banker on Wheels)
Today, getting exposure to ex-US Markets is possible with just one ETF. Xtrackers just launched the MSCI World ex USA UCITS ETF. Some of our readers like to implement tilts towards markets that are exposed to cheaper Value Sectors in Europe and Asia. We believe in diversified investing. But, if implementing a tilt can make more expensive US Stocks more bearable for some investors so that they can stick to their strategy in the long run, it is a sin worth pursuing.
Portfolio Construction
Asset Allocation
UNDERSTAND FINANCIAL MARKETS
Are We in a Stock Market Bubble? (Ray Dalio)
What the latest readings from my bubble gauge say about the market. As you know, I like to convert my intuitive thinking into indicators that I write down as decision rules (principles) that can be back tested and automated to put together with other principles and bets created the same way to make up a portfolio of alpha bets. I have one of these for bubbles.
Read more on Ray Dalio’s Linkedin
HOW TO INVEST
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Spread the Golden Retriever Wisdom Across Europe & the UK 😎
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Active Investing
FACTOR investing
Factors: Upstarts Challenge a Foundation of Modern Investing (Bloomberg)
A Nobel laureate’s theory supports betting on cheaper stocks and sets a benchmark for money managers.But the numbers keep changing. How much does it matter? In November a curious paper dropped on SSRN an online hub widely used by economists to circulate their work.
Read more on Bloomberg
discretionary investing
ALTERNATIVE ASSET CLASSES
WALL STREET
- Inflation, Bank Failures, Bubbles and Other Lessons from Financial History with Mark Higgins (Excess Returns - 55 Min)
- Grant Williams & Peter Atwater: The Market is 'Long Abstraction, Short Reality' (Meb Faber)
- Barry Ritholtz talks with Mark Wiedman, head of global client business at investing giant Blackrock (Ritholtz - 57 Min)
SUSTAINABLE investing
BAD BETS
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ETFs
UCITS ETFS
BlackRock launches synthetic World ETF (ETF Stream)
BlackRock has expanded its synthetic range with the launch of a World Equity ETF. The iShares MSCI World Swap UCITS ETF (IWDS) is listed on Euronext Amsterdam with a total expense ratio (TER) of 0.20%. IWDS tracks the MSCI World Net TR Index, which offers exposure to 1,480 equities across 23 developed market countries.
Read more on ETF Stream
New UCITS ETF launches
| # | ETF | TER | ISIN |
|---|---|---|---|
| 1 | Amundi Prime All Country World UCITS ETF | 0.07% | IE0009HF1MK9 |
| 2 | Xtrackers MSCI World ex USA UCITS ETF 1C | 0,16% | IE0006WW1TQ4 |
| 3 | AMUNDI PRIME USA UCITS ETF Acc | 0,05% | IE000FSN19U2 |
| 4 | AMUNDI PRIME USA UCITS ETF Dist | TBC | IE000IEGVMH6 |
Overview of the US and European ETF markets by leading Issuers. (ETFBook)
ETF Book Provided an updated overview of the US and European ETF markets by leading Issuers. US ETF market: AUM $7.96 trillion – European ETF market: AUM $1.81 trillion. iShares is leading in the US, but Vanguard is closing the gap. In Europe, iShares is much more dominant.
US ETFs
BlackRock is set to launch ten ETFs focused on Treasury inflation-protected securities (TIPS). Ranging in maturity from 2024 to 2033, these ETFs will seek to provide inflation protection to investors concerned with erosion of purchasing power. The new TIPS-defined maturity bond ETFs will carry an expense ratio of 0.1%. [ETF.com]
Wealth Management
Personal Finance
Vanguard Investor UK Review – Leader in Hands-Off Investing (Banker on Wheels)
Vanguard Investor UK stands out as a great choice for hold and buy investors that are looking for a simple platform managed by one of the most reputable global asset managers. However, it may not be the cheapest, and more sophisticated investors may find limitations on both investment choice and advanced features.
European Home Ownership (@MichaelAArouet)
Homeownership in Europe:
Highest – Balkans, lowest – Germany, Switzerland and Austria.
Read more on @MichaelAArouet
Interactive Investor Review (Banker on Wheels)
Interactive Investor stands out as a great choice for UK investors with families, and looking for multicurrency accounts to reduce FX-fee frictions. However, advanced investors may find limitations depending on their sophistication and needs.
Is it suitable for you?
Early Retirement
How to Harness the Flowing Nature of Withdrawal Rate Math (Portfolio Charts)
Withdrawal rates have always been a passion of mine. Beyond a natural desire to judiciously plan and manage my own early retirement, I’ve also been fascinated with withdrawal rate mechanics from a purely intellectual perspective. Not only is it an interesting topic, but I also like how there’s still lots of room for new development.
Read more on Portfolio Charts
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As of 29/03/2024, Interactive Brokers offers rates up to 4.738% (GBP), 3.445% (EUR) and 4.83% (USD) on cash.
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As of 29/03/2024, Interactive Brokers offers rates up to 4.738% (GBP), 3.445% (EUR) and 4.83% (USD) on cash.
DESIGN YOUR LIFESTYLE
Personal Development
- 40 Life Lessons I Know at 40 (That I Wish I Knew at 20) (Mark Manson)
- Unwinding Anxiety: New Science Shows How to Break the Cycles of Worry and Fear to Heal Your Mind (Good Life Project)
- Scott Barry Kaufman talks with Columbia business professor Shena Lyengar on how we make choices and innovate. (The Psychology Podcast - 44 Min)
Hugh Howey is the New York Times bestselling author of Wool, Beacon 23, Sand, Machine Learning, Half Way Home, and more than a dozen other novels. His Silo trilogy was recently adapted by Apple TV, becoming their #1 drama of all time. Please enjoy!
Health & Wellness
CAREERS & Entrepreneurship
- Noah Kagan about building a side hustle without losing your mind (The examined life - 1 Hr)
- Are Remote Tech Careers Still Relevant In 2024? (ChooseFi - 34 Min)
- Founders’ warm welcome in Barcelona (FT.Com, Click on First link)
- Top start-up hubs reinvent the model for European tech sector needs (FT.Com, Click on First Link)
- The Jobs Most Impacted by AI (Visual Capitalist)
Travel
Bikepacking Thailand: The Impact of The Lanna Kingdom (Video) (Bikepacking.com)
In this 13-minute video, Sam Rice and Bec Norman re-ride a portion of the 400-kilometer Lanna Kingdom bikepacking route a year after its launch to explore the social and ethical impact of building a bikepacking route in rural Thailand. Watch as they reconnect with local friends, meet riders, and enjoy some of the route’s boundless natural and cultural beauty here…
Read more on Bikepacking.com
Tech & Economy
economy
Why Italy’s Economy is Doing Surprisingly Well (TLDR - 10 Min)
Italy, once Europe’s economic underdog, is now seeing a turnaround with improved post-pandemic growth and lower inflation compared to its neighbors. In this video, we explore the reasons behind Italy’s surprising economic resilience and its future outlook.
TECH AND SCIENCE
From Bankeronwheels.com
Get Wise The Most Relevant Independent Weekly Insights For Individual Investors In Europe & the UK
Liked the quality of our guides? There is more. Every week we release new guides, tools and compile the best insights from all corners of the web related to investing, early retirement & lifestyle along with exclusive articles, and way more. Probably the best newsletter for Individual Investors in Europe and the UK. Try it. Feel free to unsubscribe at any time.
🎁 In the first email, you can download a FREE comprehensive 2-page checklist to construct & monitor your portfolio and clean up your personal finances.
And finally
The Oldest Unsolved Problem in Math (Veritasium - 32 Min)
Do odd perfect numbers exist?
The question of whether odd perfect numbers exist is one of the oldest unsolved problems in mathematics. A perfect number is a positive integer that is equal to the sum of its proper divisors, excluding itself. For example, 28 is a perfect number because its divisors (1, 2, 4, 7, 14) sum up to 28.
Good Luck and Keep’em* Rolling!
(* Wheels & Dividends)
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Vanguard LifeStrategy Review – A Retriever In A Babushka Doll
Why Do Portfolio Managers Care About Factors? It’s Not What You Think.
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