Managed Portfolio Indices

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

As President Trump announces his nomination for Fed Chair, Evelyn Partners consider what it means for investors. President Donald Trump has nominated Kevin Warsh as the next chair of the US Federal Reserve. The…

The MPI Summary Reports for January 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 Q4 2025 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.

The year 2025 was quite the rollercoaster for global investors with many ups and downs throughout. Markets swung from tariff-driven selloffs to AI-fuelled rallies, and finally to valuation concerns as optimism collided with stagnating…

From the cost of childcare to the price of gold, we are experiencing a period of tumultuous technological and political change that significantly impacts both our daily lives and the global economy. Our economic…

After years of bond-market volatility, investors are once again facing elevated yields - but this time the story is global, not home-grown. 2025’s long end reflects a worldwide reset in borrowing costs caused by…

After a summer of headlines, one theme has moved from the policy pages to the market screens: growing political pressure on the US Federal Reserve. Investors are asking what this could mean for interest…

For over a decade, the American equity market has been the natural home for discretionary managers seeking reliable long-term growth. The allure has been undeniable: world-leading innovation, deep capital markets, and a steady stream…