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ANNOUNCEMENT: Read more financial articles on our partner site, click here to read more.

The wall of worry: Why waiting for the right moment to invest is the real risk

By Sam Instone, 17 Apr 26

Wealthy families rarely lose money because of market crashe – they lose it because of indecision, says Sam Instone of AES

Wealthy families rarely lose money because of market crashes. They lose money because of indecision, waiting for the perfect moment to invest that never quite arrives. One graph makes this clearer than any argument I’ve ever heard.

Thirty years of reasons not to invest

The Wall of Worry chart tracks global equity markets from the mid-1990s through to 2025. Sitting above the line is a timeline of everything that could have scared you out of investing: the Asian Financial Crisis, the dot-com bubble, the Global Financial Crisis, Covid-19, trade wars, banking scares, inflation at multi-decade highs, and conflicts across multiple continents.

The labels are chaotic. The line is progress.

One dollar invested at the end of 1995 grows to more than six dollars by 2025 before dividends, and significantly more with dividends reinvested. That’s over 8% per year. A $1 million portfolio, left invested through all of it, becomes approximately $7 million, even though at almost every point along the way, the news would have made staying the course feel foolish.

What the big moments actually looked like from the inside

At the peak of the dot-com collapse, the narrative was that equities were “dead money for a generation.” Many sophisticated investors de-risked heavily and stayed out for years. They avoided a painful drop and missed most of the recovery.

In early 2009, during the Global Financial Crisis, moving to cash felt rational. Banks were failing, governments were scrambling, and serious commentators questioned whether the financial system itself might survive. Those who stepped aside just before one of the strongest market recoveries ever recorded paid a significant price for their caution.

During Covid-19, a $5 million equity portfolio could have dropped by more than a million on paper in a matter of weeks. Selling felt emotionally sensible. Markets recovered far faster than the headlines suggested they would. Those who waited for clarity often bought back at higher levels, converting a temporary paper loss into a permanent one.

Between the big shocks, there was always something new: Brexit, European debt, elections, conflicts, supply-chain disruptions. Each felt like a valid reason to pause. The line kept climbing.

Why the brain works against you here

Financial news exists to capture attention, not to help you maintain a sensible multi-decade plan. The part of your brain wired to detect threats responds accordingly. A 3% drop with a frightening headline feels more real than a 3% gain reported quietly. Bad news feels urgent. Good news barely registers.

Here’s a useful test. Try to remember precisely what you were most worried about in markets two years ago. Most people struggle. The concern moves on. The market does the same. Headlines are temporary; capital that stays invested compounds in the background.

Markets are designed to continuously price in new information. Every forecast, fear, and hope is already reflected in today’s price. Human emotions are cyclical too. Fear, greed, optimism, panic. The labels on this chart change. The emotional cycle behind them doesn’t. Media incentives amplify the frightening parts of that cycle, which is why a diet of crisis headlines makes risk feel as though it’s constantly rising, even when the long-term data says otherwise.

What to tell your clients

The real risk in 2026 isn’t that something bad happens in the world. Something will. The real risk is allowing those events to dictate long-term investment behaviour.

Clients sitting on large amounts of cash, or in poorly constructed bank portfolios, are effectively betting they can outsmart the chart. They’re saying they’ll know when it’s safe. But markets often move hardest when things feel most uncomfortable. By the time conditions feel calm, much of the return is already behind them.

There’s also a hidden cost worth naming in client conversations: the behaviour tax. Every time someone sells in fear and buys back in comfort, they pay this tax, not to a government, but to investors who stayed disciplined. Over a decade or two, that tax can run into millions. For many families, it’s the difference between genuine financial independence and having to compromise on the life they planned.

The question worth putting to any client sitting on the fence: “If you look back at every previous moment on this chart when you felt it was right to wait, what did waiting cost you?”

Watch the full analysis here:

Sam Instone is CEO of AES International, the only CEFEX-certified fiduciary firm across the Middle East, Asia, and Africa.

Capital at risk. Any examples used are for illustrative purposes only, and you may get less back than the figures shown. Any financial promotions are intended for information purposes only and do not constitute an offer to invest or provide personal financial advice or tax advice. We do not take any responsibility for third-party websites and content linked to from this channel. Issued on behalf of AES Middle East Insurance Broker LLC, registered with the Ministry of the Economy, licence 571368, commercial registration 75162, regulated by the UAE Central Bank, licence no. 189. This material is intended for Retail Clients within the UAE.

Tags: AES International | Investing | Sam Instone

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.