Annual Review investment companies – 2018

2018 – the return of volatility

A trade war, Brexit, US interest rate rises, slowing Chinese growth, a US government shutdown, a dispute over Italy’s budget, the Skripal poisonings, numerous elections – there was plenty to worry about in 2018.

  • A last-minute dive left the US market in negative territory.
  • Sterling continued to weaken.
  • The Chinese currency weakened against the US dollar.
  • Chinese domestic stocks were amongst the worst performing over the year.
  • The oil price see-sawed, breaking $86 in early October before crashing to close to $50 in December.
  • The shine came off growth stocks in September and the technology sector was hardest hit.

QuotedData review of 2018 – Annual report investment companies

For 2019, caution is the watchword as commentators eye tightening monetary policy and politics weigh on markets (see page 16).

At QuotedData, we:

  • relaunched our website – – this includes a new Events section, please have a look if you haven’t already;
  • published 37 notes on investment companies (see page two) as well as our regular monthly and quarterly publications (we plan to expand our coverage further in 2019);
  • published the second edition of our Independent Guide to Investment Companies (if you know anyone who is considering investing in investment companies for the first time or who wants to deepen their understanding of the sector, please do pass this on); and
  • established a close relationship with Master Investor, the biggest UK private investor show – we’ll be at their London show at the Business Design Centre in Islington on 6 April 2019 – we’d love to see you there.

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