Opinion

What will 2018 be remembered for? For many in the asset management community it will be the year MiFID II, PRIIPs, KIDs and GDPR were introduced, adding to the already heavy burden of regulation.

Events that could send shockwaves across financial markets

Encouraging performance

Investors should prepare to"stand up and be counted"

Major changes

Markets have been far more volatile this year than last, taking fright at trade wars, the Italian budget, and the rout of the Turkish lira, for example. Yet most of the volatility has been in equity markets, while corporate bonds have provided a relatively...

Emerging markets have endured a turbulent few months, with a sell-off in a string of economies stretching from Latin America to Asia sparking fears of global contagion.

For investors in US equities, October was a painful month. But at least we did not suffer alone - it was a brutal month for almost every asset class. Amid fear and panic selling, only gold posted a meaningfully positive return.

The European economy has proved a major disappointment this year. Investors started 2018 full of optimism.

I cannot count the times I have burnt my fingers investing in oil stocks in the last ten years. Ever since oil started its decline from $150/bbl to less than $30/bbl and back to $75/bbl, there have been multiple tactical rallies that disappeared as fast...