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What is evidence-based investing?
Nobody can establish who first used the phrase 'evidence-based investing', and no regulator defines it. Robin Powell, who was given the name by Larry Swedroe in 2015 and is sometimes wrongly credited with coining it, sets out what it actually means: four tests of what counts as evidence, borrowed from a medical parallel that hit the same crisis twelve years ago. Including where he goes further than a global tracker, and why he holds that position less firmly than he used to.
Robin Powell
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Why policy uncertainty is a terrible guide to investing
Thinking about creating an optimized excerpt featuring a primary keywordPolicy uncertainty feels terrifying, but the academic evidence shows it's a poor guide to what your portfolio will actually do. Here's how to tell the difference between the forecast and the real risk.
Robin Powell
Apr 98 min read
Passive investing and market volatility: why the calmest investors aren't the bravest
The investors who stay calmest during market volatility aren't the bravest. They hold passive investing products that don't ask them to make decisions. Research from Morningstar, Vanguard, and academic studies shows that product design, not temperament, explains why passive fund investors trade less, hold longer, and capture more of their returns. UK flow data from the current Iran-driven selloff confirms the pattern in real time.
Robin Powell
Mar 2310 min read
Seven things the tech sell-off tells us — and three things it doesn't
The tech sell-off wiped more than $800 billion from software stocks alone. Here are seven lessons evidence-based investors should take from it — and three things it doesn't tell us about what comes next.
Robin Powell
Feb 59 min read
Do active funds beat the market during volatility? 2025's evidence suggests not
The relationship between active funds and volatility has long been debated, with fund managers claiming turbulent markets play to their strengths. 2025's Trump-driven chaos provided the perfect test case – yet 71% of active equity managers still underperformed passive benchmarks. Despite currency swings, sectoral rotations, and policy uncertainty, the 29% success rate barely budged from 2024's 28.8%. Academic evidence spanning 25 years confirms: volatility doesn't save active
TEBI
Aug 7, 202512 min read
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