Managed Portfolio Indices

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

Why is everyone talking about mega-cap IPOs? Every so often, a company comes to the stock market that captures the public imagination and much like London buses it appears that three will arrive in…

In this first instalment, which acts as a primer, we focus on how these elections work in practice and why they are so important in shaping the political landscape. The second instalment will consider…

The MPI Summary Reports for May 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…

Financial markets in 2026 resemble a football game of two halves, with bulls dominating the first half from strong earnings, surging AI investment and supportive policy. However, a crude oil supply squeeze, inflation pressures…

AI is evolving from a niche domain into a general-purpose technology reshaping the global economy. This transformation is being powered by cheaper computation, abundant data, and rapid algorithmic advances. However, as AI scales, so…

For those who stayed up to watch Eurovision, the UK’s entry once again finished at the bottom of the scoreboard. In many ways, gilts are facing a similar reception from investors. UK government bonds…

According to The Times, 10,800 millionaires left the UK in 2024, since then, the number is thought to have doubled, citing high taxation as a primary reason.  Here we break down the Top 5…

With many asset markets moving higher, Westminster Asset Management Investment Strategist Peter Lucas highlights some early and potentially key changes to his economic models.  Peter discusses the impact of inflation and economic growth on…