Managed Portfolio Indices

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

As artificial intelligence (AI) moves from novelty to necessity, investors are increasingly asking whether the US economy can fly through the transition to an AI-enabled workforce or whether widespread job losses will create turbulence.…

Artificial Intelligence (AI) investment remains strong, driven by booming semiconductor demand, data-centre expansion and rising business adoption. Indicators show AI usage and profitability accelerating across industries, supporting high tech valuations. Despite market and interest-rate…

The MPI Summary Reports for June 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…

Technological revolution is a long-term megatrend that we believe will influence financial markets for decades. Within this area, artificial intelligence (AI) has been the focus for investors. However, as the technology matures, companies are…

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…