Tag: Bonds
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💰 Investing explained simply
📘 Basics: This explanation of investing in simple language aims to clearly present fundamental concepts such as compound interest, diversification, and investment horizons. The focus is on conveying principles crucial for long-term wealth accumulation without using complex financial terminology. A key point is the distinction between safe, but low-yielding investments and riskier options…
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📉 Return on investment vs. inflation
🧭 Background & Context: The development of returns is directly related to the inflation rate, as rising prices reduce the real purchasing power of capital gains. A nominal return of, for example, four percent loses substance if the inflation rate is six percent, leading to a real loss of wealth. In this environment, the difference…
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📉 Liquidity traps in ETF trading
🧭 Background & Context: An ETF's liquidity can be deceptive during periods of market stress, as the traded fund may suddenly deviate from the performance of its underlying assets on the secondary market. A sudden increase in bid-ask spreads then signals that market makers are raising their risk premiums or withdrawing entirely. Investors who need to sell quickly at such moments often realize…
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May 2026: SPDR Morningstar Multi‑Asset Global Infrastructure (IE00BQWJFQ70)
✨ Why this ETF is in focus in May: May is a good time to focus on stable, long-term themes. Infrastructure is one of the most resilient investment sectors, as many companies in this segment benefit from regulated revenues and long-term projects. The ETF combines global infrastructure stocks and bonds, thus offering a balanced view…
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📊 Comparison Deep Dive: ETFs vs. Funds
Two ways to invest together: ETFs and traditional funds are both investment vehicles that pool the money of many investors and invest it in a broadly diversified portfolio. While funds are usually actively managed, ETFs rely on passive index tracking. Both have their own advantages and risks. 📊 1. ETFs (Exchange Traded Funds) 📜 Definition ✅ Advantages ⚠️ Risks 📚 2.…
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📚 Funds
Joint investing made easy. Funds are investment vehicles that pool the money of many investors and invest it in a variety of securities. They also give small investors access to professionally managed portfolios and offer diversification that would otherwise only be achievable with large amounts of capital. 🌍 1. Why funds are so relevant 📈 Access to markets 💸 Risk diversification 🏦 Importance for investors…
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📝 Private Credit strengthens institutional investors
Overview: Private credit is no longer a niche market, but the new focal point of institutional asset allocation. Faced with shrinking bond yields and the drive for diversification, trillions are flowing into this dynamic asset class. Recognizing this shift is not an option, but a necessity. Those who are not positioned in private credit today are ignoring a fundamental power shift in the capital markets and missing out on…
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🔍 NAV development
How the value of a fund or ETF really changes: The NAV (Net Asset Value) is the intrinsic value of a fund or ETF. It shows how much a share is worth purely mathematically, based on all the assets in the fund. The NAV development therefore describes how this intrinsic value changes over time—regardless of…
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ETF provider: Fidelity
🔮 1. Why Fidelity is important: Fidelity is one of the world's largest asset managers and offers a modern, cost-effective, and increasingly sustainable product range with Fidelity ETFs. Fidelity is particularly strong in the areas of smart beta, quality strategies, dividend focus, and actively managed ETFs, which operate based on rules but are more flexible than traditional index funds. Fidelity combines decades of research experience with innovative ETF concepts. ⚙️…
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ETF provider: UBS
🧱 1. Why UBS is important: UBS is one of Europe's largest asset managers and offers a high-quality, institutionally oriented ETF range with UBS ETFs. UBS is particularly strong in the area of sustainable ETFs, climate-friendly benchmarks, and broad core products. Many institutional investors use UBS ETFs because of their stability, transparency, and high replication quality. ⚙️ 2. How UBS ETFs are structured…
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