In a portfolio that is driven by a stockpicking investment process, there is rarely any merit in trying to ascribe thematic reasons to the performance of specific stocks within it.
However, in March and more importantly over longer time periods, it is noteworthy that companies that operate platform, outsourcing and intermediaton-related businesses feature prominently in the contributors...
Knee-jerk reactions could become self-fulfilling
Poring through the FCA's new regulations
A fond farewell
What risk factors should investors look out for?
India's MSCI weighting will become smaller