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Does "buy the dip" actually work?
"Buy the dip" sounds like smart investing — wait for prices to fall, then pounce. But 60 years of evidence reveals the strategy underperforms passive investing more than 60% of the time. Here's why waiting for the perfect moment costs more than it saves.
Robin Powell
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Fund fees and performance: the link is getting stronger
New Morningstar research reveals the link between fund fees and performance has strengthened dramatically. A decade ago, some expensive funds generated enough alpha to partially justify their costs. Today, fees explain almost everything. The skill component has essentially vanished.
Robin Powell
7 days ago9 min read
Active management still dominates — and the data proves it
Active fund managers keep warning about passive investing's dangerous rise. But new research covering $784 billion in institutional assets reveals active management still dominates — capturing 97% of all fees paid.
Robin Powell
Jan 216 min read
Is Terry Smith right to blame index funds for his struggles?
Terry Smith blames index funds for Fundsmith's five-year slump — but international market data, factor analysis, and 2024's high-dispersion conditions tell a different story. Here's what the evidence actually shows.
Robin Powell
Jan 156 min read
The Terry Smith timing trap: why most investors lost money
Terry Smith's Fundsmith beat the market for a decade, then trailed four straight years. £3.31bn fled in 2024. Most investors lost money vs a tracker. Why? Timing. They bought high after stellar returns, sold low during underperformance. Jack Bogle's iron law: money arrives after gains, leaves during losses. Even star managers can't beat that.
Robin Powell
Nov 3, 20256 min read
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