Managed Portfolio Indices

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

Time in the market beats timing the market This well-known maxim encapsulates arguably the most important piece of investment advice – to stay invested - and is particularly timely given the current environment and…

The ramifications of the escalating conflict in the Middle East are increasingly uncertain. Moreover, the US and Israeli military strikes on Iran are now reverberating through energy prices: Brent crude oil has risen more…

Valuations take centre stage Some may remember the late 1980s dance classic Pump Up the Volume by MARRS, a track that evokes visions of glow sticks, neon colours and sticky club floors. For others,…

What has happened? Over the weekend, tensions between the US, Israel and Iran escalated materially. Israeli strikes have reportedly targeted Iranian nuclear facilities, while the US has signaled a broader objective that may extend…

“Rethinking bonds”:  Westminster Asset Management Investment Strategist Peter Lucas looks at government bonds, and the role they have played in diversified multi-asset portfolios.  Peter believes the traditional diversification benefit government bonds offered versus equities…

The MPI Summary Reports for February 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…

On Friday 20 February, the US Supreme Court struck down President Donald Trump’s use of the International Emergency Economic Powers Act (IEEPA) to levy wide ranging trade tariffs. The decision invalidates the “Liberation Day”…

As China approaches the Year of the Horse, an animal associated with speed, unpredictability and powerful surges of energy, President Xi Jinping is finding that the political terrain at home is becoming just as…