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.
A debate has raged in recent years about the wisdom or otherwise of investing in government bonds. I’ve advocated their inclusion in portfolios for a very long time, and still do. But I have to say I’m less enthusiastic than I was, for reasons I’ll explain. But first, how did government bonds perform in the recent tariff crisis? After all, it’s when markets are volatile and stock values fall that bonds, such as Treasurys in the US and gilts in the UK, come into their own. As
Robin Powell
Apr 8, 20254 min read
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