The dilemma central banks between financial instability and high inflation continues.
You can consider many investing platforms: For beginner investors in Europe and Switzerland, DEGIRO is one of the best options. Here you will find essential information on the advantages, use and conditions of DEGIRO for your passive ETF investments. Why DEGIRO DEGIRO is a European broker from the Netherlands that offers access to a good […]
Although equity markets have had worse episodes, rarely have things been so catastrophic in so many asset classes than 2022.
By tracking key ETF price ratios (PER and PEG) and forex levels, you can identify good entry points into regions and currencies for long-term investing.
Based on the valuation of equities, but also currencies, the global macro investor will be able to build a diversified portfolio of ETFs.
Stagflation (Q2 2022)
The environment has become unfavorable for virtually all investments, but the investors should be reluctant to make significant portfolio changes based on uncertain alpha research.
One should be careful with concentrated ETFs as we have seen during this first quarter in case of ETFs focused on Russia, but also on a specific region (Eastern Europe) or on a theme (BRIC).
You can consider investing in markets with abnormally cheap currencies and look more closely at ratios that consider the share prices.
The two pillars will form an annuity that protects you against the risk of longevity but do not overload your second pillar.
Whether this is your first investment, but also if you want to make sure you don’t make a mistake, you need to clarify the following three questions: when, how much and how to invest.