Managed Portfolio Indices

A Free STEP Member Service promoting best practice by providing effective workflows to assist Trustees with investment related activities

Artificial intelligence has been dominating headlines, but it’s the miners that have been delivering returns for investors. Large‑cap artificial intelligence (AI)‑linked technology stocks (“the minds”) may have risen around 60% over the past year,…

The MPI Summary Reports for April 2026 are now available to download. These reports contain the latest estimates on how client portfolios are likely to have performed over the previous month. To obtain your…

The MPI Performance Reports for Q1 2026 are now available online for you to view and download. To use our interactive performance reports please click the button below. You can also download the summary reports below.

Despite ongoing tensions in the Middle East and uncertainty around oil supplies, global equity markets have remained resilient. The S&P 500 is trading at record highs, suggesting investors may be looking beyond geopolitics and…

Understanding private credit Private credit has grown from a niche strategy into a component of lending for some businesses. It consists of non‑bank lenders providing loans to small and mid‑sized companies that often cannot…

Global stock and bond markets have declined since the outbreak of war in the Middle East, though the sell-off has been orderly. The MSCI AC World Index ended Q1 down 1.2% (total return, sterling)…

With just two hours to spare before a deadline set by President Donald Trump, the US and Iran agreed to a two‑week ceasefire. The deal, brokered with the support of Pakistan, has eased immediate…

The Middle East conflict has driven oil prices higher, causing market volatility and triggering “warflation,” where inflation rises due to supply shocks while employment stays firm. Equity markets remain resilient, but risks include rising…