The Financial Conduct Authority (FCA) has identified a number of areas of focus within the asset management sector for the coming year, flagging concerns that investment managers are overpaying for services and market stability could be affected by the "disorderly wind-down" of portfolios, while it also announced a platform competition review.
The FCA released its Mission Statement and Business Plan 2017/18 this morning, revealing it will conduct a market study to explore how ‘direct to consumer' and intermediated investment platforms compete...
Bond investors spent most of last year transitioning towards a more fundamentally driven approach to selecting assets.
There is something strange going on in Europe according to some commentators - the market has rallied aggressively post the trade war-induced sell-off in the fourth quarter of 2018.
We expect to see continued market volatility and macroeconomic uncertainty in the UK throughout 2019, not least due to Brexit.
US stocks had a turbulent last quarter in 2018 and have been somewhat volatile since the start of this year.
While we are stock-pickers, we do not ignore the business cycle; analysing it helps us determine when to allocate capital to certain companies.