Has AMUNDI just launched the future of global equity ETFs?
Amundi launches the world's first GDP-weighted UCITS ETF instead of market-cap weighted. How it works, why now, and what it means if your portfolio is heavily exposed to the US.
Read the full article →Which portfolio could survive the 2000-2010 decade?
Two crashes in ten years — the dot-com bubble and the global financial crisis. We compare four allocations, from 100% equities to 50/50 with cash, to see which would have actually held up and why the cash allocation made the difference.
Read the full article →Would rebalancing have helped the portfolio survive the 2000-2010 decade?
Not "how much" more to invest, but "when": what happens when fresh capital comes in right at the worst moments, thanks to disciplined rebalancing rather than a regular investment plan.
Read the full article →Who should prioritise investing their savings simply and independently, and why?
The gap between the State Pension and final income is widening for the young, inflation erodes those who don't invest, costs and "gut feeling" decisions erode those who invest poorly. Why young savers and families building retirement savings should start early, with method.
Read the full article →How much do you save by investing on your own?
Active funds, discretionary management and investment bonds: the hidden costs of bank/advised products against a passive ETF, with a 30-year numerical example.
Read the full article →Put your strategy to the test
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