Weekend Reading – Vanguard 10-Year Markets Outlook & World’s First Global ETF Mixing Physical & Synthetic Replication
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:
Christmas is a season not only of rejoicing but of reflection.
Featured
Our Unmissable TOP 10 in 2024 – Did You Catch Them All? (Banker on Wheels)
As we prepare our year-end summary article & survey - to be published next week - as well as our pipeline of articles and ideas for 2025 it’s time to summarise what you liked in the prior 12 months.
Here are some of our most-read posts of the past 12 months. Wishing you and your loved ones Merry Christmas/a joyful holiday season. Raph & Francesca.
Portfolio Construction
Asset Allocation
Vanguard 2025 10-Year Outlook (Vanguard)
Replicating the past decade’s stellar returns is not an easy feat—it would require unprecedented earnings growth or historically high valuations. But the time horizon matters. Over the short term, our analysis suggests that if economic growth and earnings hold up, U.S. equities could sustain elevated valuations. Our 10-year outlook leans toward the U.S. underperforming international markets.
- Investing in Stocks at All-Time Highs (A Wealth of Common Sense)
- Estimating Long-Term Expected Returns (Alpha Architect)
- Goals-Based Asset Allocation & International Diversifiation (Investment&Wealth)
- Limits to Diversification: Passive Investing and Market Risk (SSRN)
- Permanent Portfolio Review (Italian Leather Sofa)
Understand Financial Markets
12 Days of Trading Christmas w/ Meb Faber, Corey Hoffstein & Wes Gray (Resolve Asset Management)
Holiday Market Insights: Investment Ideas for 2025 and Beyond! Join us for a special holiday edition of the ReSolve Riffs podcast where our panel of experts, Wes Gray from Alpha Architect, Meb Faber from Cambria Investment Management, and Corey Hoffstein from Newfound Research, share their dynamic investment ideas for 2025 and beyond.
How To Invest
What makes Warren Buffett’s investment legacy so iconic, and how has his advice shaped the world of investing? In this episode, we delve into Warren Buffet's investment philosophy and the lessons he offers everyday investors. In our conversation, we unpack the impact of his investment strategies on the financial world, debunk common misconceptions, and discuss how his strategies have changed over time.
Active Investing
Factor Investing
In this episode of Excess Returns, hosts Justin and Jack sit down with Andrew Beer of Dynamic Beta Investments to explore the fascinating world of managed futures and alternative investment strategies. Andrew, who manages over a billion dollars in assets, shares valuable insights on why managed futures remain underutilized despite their proven benefits for portfolio diversification. The conversation dives deep into several key topics including how to effectively communicate complex investment strategies to clients., why the narrative around managed futures is just as important as their performance, the challenges of getting investors to adopt alternative strategies despite their clear statistical benefits & much more.
Discretionary Investing
Alternative Asset Classes
Bitcoin vs. Quantum Computing: More Hype Than Reality (Mara Holding)
Quantum computing often raises concerns about Bitcoin’s future, with some fearing that these powerful machines could one day compromise its security. While the concern is understandable, a closer look reveals that quantum computing is far from posing any immediate threat to Bitcoin. Here’s why bitcoin investors, holders, and the like can remain confident. Quantum computing remains in its infancy, with the technology needed to challenge Bitcoin’s security likely decades away. In the meantime, Bitcoin’s adaptability, strong cryptographic foundation, and decentralized governance position it to meet any challenges head-on.
Wall Street
Persistent Alpha: Lessons from the Pod Shops (Verdad)
A new model has overtaken the hedge fund industry: the multi-strategy “pod shop” that features dozens of siloed manager teams. The financial news has been full of stories about both their fundraising success (Millennium recently raised another $10 billion) and their impressive investment returns (Citadel’s flagship multi-strategy fund has delivered annual returns of 19% since 1990).
Bad Bets
Lars Windhorst and H2O: scandal, spies and the superyacht | FT Film (FT)
This is the story of Lars Windhorst, a racy financier with nine lives. Once a wunderkind of German business, dubbed the German Bill Gates, Windhorst survived a plane crash and has lost then rebuilt his fortune several times over. It's also the story of Bruno Crastes, the French finance star, whose investment firm, H2O Asset Management, seemingly put over €2bn into Windhorst’s ventures before it all came crashing down, destroying hundreds of millions of investors' money
ETFs
UCITS ETFs
DWS To launch world's first Synthetic & Physical mix MSCI ACWI ETF (ETF Stream)
DWS has launched an MSCI global equity ETF in partnership with German investment platform Scalable Capital. The Xtrackers Scalable MSCI AC World Xtrackers UCITS ETF (SCWX) will list on Deutsche Borse in the coming weeks with a total expense ratio (TER) of 0.17%. Scalable Capital will provide advisory services with regard to the construction of the portfolio. The ETF tracks the MSCI ACWI index, capturing large and mid-cap companies from developed and emerging markets representing around 85% of global listed market capitalisation.
US ETFs
Wealth Management
Personal Finance
- The 3 Best Inflation Hedges (A Wealth of Common Sense)
- Ramit Sethi on How to Make Your Relationship Finances Feel Amazing (Money with Katie)
- Optimizing Personal Health in Finance (Ritholtz)
- The Wealth of America’s Top 20 Billionaires (Visual Capitalist)
- What It Means To Be Wealthy In Portugal (Forbes)
Advertisement
COMPARE THE BEST BROKERS
- Unique & Comprehensive Methodology
- Absolute Scores Across All Brokers
- Category Rankings
- Each Week New Broker Reviews From The UK & Europe
- Exclusive Bonuses When You Open An Account
Reviewed by Bankeronwheels.com
Advertisement
Platforms
(Early) Retirement
Financial Advice
Design Your Lifestyle
Personal Development
Health & Wellness
- Food myths: organic food, diet soda, red meat, eggs, and more (Two Percent)
- The Winter Mindset — How Norwegians Love the Winter (And You Can Too) (Art of Manliness)
- European Map: people aged 16+ who are considered to be overweight (Euro Stat)
- McKinsey & Company to pay $650 million for role in opioid crisis (NPR)
Careers & Entrepreneurship
Travel
The Ten Best Books About Travel of 2024 (Smithsonian)
Travel can bring us from the far-flung corners of the planet to a tiny little perch right in our own backyard. It might inspire and enlighten us, awaken emotions inside us that we never knew existed, and even introduce us to entirely new ways of seeing the planet and our place within it. What’s more: In many cases, it doesn’t even require leaving home. Take our selection of 2024 travel books, which traverse the globe from the quiet bottom of the Grand Canyon to the chaotic streets of Hanoi, Vietnam.
Tech & Economy
Economy
Europe's Missing Trillions (Bloomberg)
The European Union's economy is struggling to keep pace with the US and China. Decades of low productivity, reliance on traditional industry and a failure to invest have lost it trillions of euros in growth, leading to this moment of reckoning. With France facing political upheaval and Germany’s economy in a downturn, the continent is at risk of losing its seat at the table.
Tech & Science
The Rise of AI Robots (Citigroup Report)
Billions of AI-robots and humanoids will soon be among us. In this new Citi GPS report, our analysis suggests there will be 1.3bn AI-robots by 2035 and 4bn by 2050. There are three primary drivers of this new market. Technology: Advances, especially in Artificial Intelligence (AI) have dramatically changed the outlook for robots. Economy: Robots can provide solutions to labor shortages. Shortages are exacerbated by aging demographics and more restrictive immigration policies. In addition, the payback period for capable robots looks increasingly attractive versus humans. Labor accounts for over 50% of GDP globally, underlining the potential size of the opportunity. Betterment: Technological progress has freed people from mundane tasks and increased leisure time. Continuing this trend, AI-robots will offer people access to robotic cleaners, butlers, chauffeurs, assistants, and carers.
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
🤔 Wondering why finding honest Investing Guidance is so difficult? That’s because running an independent website like ours is very hard work. If You Found Value In Our Content And Wish To Support Our Mission: