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.
The investing industry loves to make bold predictions. Financial commentators often appear in the media claiming to foresee market trends or economic turning points. But as history has shown, these forecasts are rarely accurate. While some patterns like increased volatility are more predictable, no one truly knows where the market is headed next. That’s why basing your investment decisions on short-term forecasts can do more harm than good. As Professor ELROY DIMSON explains,
Robin Powell
Jan 20, 20253 min read
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