Weekend Reading – JP Morgan Guide To Markets & Inside DWS and Scalable’s Hybrid Global 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:
People who love themselves, don’t hurt other people. The more we hate ourselves, the more we want others to suffer.
Featured
Bulletproof Your Portfolio: How To Reduce 3 Major Risks (Banker on Wheels)
The Stock Market is a powerful money-making machine that can make you rich and financially independent. But Stock Market Crashes are part of the game. The next one may be around the corner. But if you see a Grizzly Bear, it’s too late to run away. Grizzlies swim, climb trees and run at 60 km/h. Potential Bear encounters need to be prepared for. The same applies to Bear Markets. But, while a trip to Alaska is optional, market crashes are not. They are guaranteed to happen.
Portfolio Construction
Asset Allocation
JP Morgan's Guide to Markets - European Edition (JP Morgan)
Despite short-term volatility, equity markets remain underpinned by earnings stability, particularly in the U.S. and select European sectors. Central banks are approaching peak rates, with policy divergence creating opportunities across fixed income. Investor sentiment is improving as global PMIs recover. We continue to emphasize diversification, quality income, and long-term discipline as macro uncertainties evolve.
- JP Morgan's Guide to Markets - UK Edition (JP Morgan)
- The Most Stock-Proof Portfolios On Record (Portfolio Charts)
- The World Is Finding a Plausible Alternative to Treasuries (Bloomberg)
- What Now? An Investor’s To-Do List for Chaotic Markets (Morningstar)
- How Well Do You Understand Rebalancing? (Roberthuebscher)
Understand Financial Markets
Principles for Dealing with the Changing World Order (Ray Dalio)
I believe the world is changing in big ways that haven’t happened before in our lifetimes but have many times in history, so I knew I needed to study past changes to understand what is happening now and help me to anticipate what is likely to happen. I shared what I learned in my book, Principles for Dealing with the Changing World Order.
- Stock Market Volatility during the 2008 Financial Crisis Kiran Manda (NYU)
- Decomposing Equity Returns: Earnings Growth vs. Multiple Expansion (SSRN)
- Public markets risk becoming a dumping ground for bad companies (FT)
- A Short History of Tariffs (A Wealth of Common Sense)
- How Long Does it Take for the Market to Recover? (Of Dollars and Data)
- The Mag-7 now account for 40-45% of S&P500 volatility (Verdad)
How To Invest
Active Investing
Factor Investing
Where Trend Following Losses are Coming From (RCM Alternatives)
We can’t blame you if you’ve been looking to put out an APB on trend following so far this year—needing some help from that Alts bucket in what is increasingly looking like an ugly market moment. The S&P 500 is now down 17% from its highs, while the Nasdaq and Russell indices have plunged into bear market territory (down 21.5% and 21%, respectively). But Mr. Trend hasn’t answered the call… thus far. What’s more… they aren’t just not showing up—they’re actually losing alongside equities. That makes it even more frustrating, as they’re adding to losses rather than offsetting them. What’s happening?
Discretionary Investing
Sustainable Investing
Alternative Asset Classes
Wall Street
ETFs
UCITS ETFs
Unpacking DWS and Scalable Capital’s first-of-a-kind ETF (ETF Stream)
Targeting retail adoption of ETFs through savings plans is a strategic priority for asset managers and in this instalment of ETF Interviews, we speak to Olivier Souliac, head product specialist at Xtrackers about how DWS became the first to partner with a neobroker to co-launch an ETF. The firm partnered with German savings plan specialist Scalable Capital to launch the Scalable MSCI AC World Xtrackers UCITS ETF (SCWX) last December.
DBi and iMGP unveil ex-commodities managed futures ETF (ETF Stream)
DBi and iM Global Partner (iMGP) have unveiled their second managed futures ETF strategy in a month – with their latest offering excluding positions in commodities. The iMGP DBi Managed Futures Ex-Commodities Fund R USD UCITS ETF (MFA8) debuts with a total expense ratio (TER) of 0.75% and is listed on Euronext Paris with a London Stock Exchange (LSE) listing to follow.
US ETFs
Wealth Management
Personal Finance
- Would $2M at 23 Make You “Set for Life”? (Of Dollars and Data)
- Does Financial Literacy Decline with Age? (Knoledge at Wharton)
- Handling Your Finances When You Don’t Have Kids (Morningstar)
- How does your partner cope when the sky is falling? (The Joint Account)
- Jessica Moorhouse: Everything but Money (Rational Reminder)
(Early) Retirement
Financial Independence, Retire Early (FIRE) vs. Meaningful Retirement: Choose Wisely (CFA Institute)
As an investment professional, I know how easy it is to get caught between two extremes: chasing financial independence to retire early or staying in the industry far longer than we should — trading time for titles, bonuses, and perceived security. I’ve seen both paths lead to regret. That’s why I believe the real goal isn’t early retirement or late retirement — it’s meaningful retirement. There’s a magic window when we still have health, time, and financial freedom. The key is knowing when to step into it — and making sure you’ve built more than just wealth along the way.
Financial Advice
Design Your Lifestyle
Personal Development
Where Living Standards Are Rising in Europe (Visual Capitalist)
Economic growth in absolute terms is all well and good, but where have living standards actually improved in Europe? To answer that question, we visualize the closest data point, change in GDP per capita for 36 European countries, with figures adjusted for inflation and expressed in 2020 euros. Change figures for Iceland, Luxembourg, Montenegro, North Macedonia, Switzerland, and Türkiye are from 2014–2023 due to data restraints. - If a European country is missing from this list, it’s because figures were unavailable for either 2014 or 2023/24.
Health & Wellness
Percentage of Adults who smoke 🚬 (amazing__maps )
Smoking prevalence across Europe varies widely, with the Balkans showing the highest rates, often above 35%. Countries like Turkey (41%), Serbia (39%), and Bulgaria (38%) lead the continent in smoking. Western Europe presents a mixed picture, with France (31%) and Germany (28%) above the EU average. Northern countries such as Norway (9%) and Sweden (12%) report the lowest smoking rates. The map highlights persistent regional disparities and underscores the need for targeted public health policies.
Careers & Entrepreneurship
- The Most Inspiring Autobiography I've Read: Chung Ju-yung Founder of Hyundai (Founders)
- How Europe can make it easier for start-ups to scale (FT)
- The Gen X Career Meltdown (New York Times)
- Career pivots, financial independence, and creating a more inclusive financial services industry (Epsilon Theory)
- The Menopause "Penalty" (SSRN)
Travel
Tech & Economy
Economy
Resilience, Opportunity and the Shifting Winds of Trade (Citigroup)
The winds of trade are changing. The pandemic, geopolitical upheavals, supply chain disruptions, inflation, the end of historically low interest rates, and other challenges have left scars on companies of all sizes, in all jurisdictions. This Citi GPS Supply Chain Financing Report offers a comprehensive analysis of global trade dynamics, economic performance, and emerging trends in supply chain management.
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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