Links🔗: Food for Thought #12

Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past. Enjoy reads about: opportunities in East Europe, covid vaccines’ (un)likely schedules, value drivers, risk and volatility, BalckRock, Vitaliy Katsenelson, bubbles, Bollore, smartphone usage, …

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The ongoing Trend to Passive Investments and Two related Investment Ideas

I recently started my first monthly ETF savings plan (finally!) in January 2020 and it appears that I was rather late compared to millions of other ETF investors. Since more and more private investors are using ETFs as a cheap, effective and very diversified solution to capture broad equity* exposure globally, I wanted to research some investment ideas reaping benefits from this ongoing trend.

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