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Wealth management underperformance: the exposed secret that could cost you millions
Y TREE's analysis of 550 portfolios found that 84 per cent of wealth managers underperformed in 2025. Wealth management underperformance cost investors up to a third of their expected returns — and most don't even know it's happening.
Robin Powell
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Do active funds in downturns really protect you? What 26 years of data reveals
Active fund managers claim they earn their fees when markets fall. New Morningstar research spanning 26 years tests this claim. The findings: active funds in downturns do outperform more often, but markets rise 80% of the time, swamping any advantage. When COVID and 2022 stress-tested the theory, most active managers failed to protect investors. The promised shelter turns out to be little more than a coin flip.
Robin Powell
Nov 10, 20257 min read
Are active funds better in bear markets?
It is often claimed that active funds offer greater protection in falling markets. Unlike index funds, active managers can hold cash or shift into bonds to avoid losses. But the evidence suggests otherwise. According to TIM EDWARDS from S&P Dow Jones Indices, most active funds fail to beat the market in bear phases just as they do in bull runs. If you are worried about downside risk, there may be better, cheaper solutions than relying on active management. 1. Active funds sti
Robin Powell
Apr 14, 20253 min read
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