Managed Portfolio Indices

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

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 MPI Summary Reports for March 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 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…

With war in the Middle East approaching its one-month anniversary, the bombing of Iran’s South Pars field, the world’s largest gas field, and retaliatory strikes on the world’s largest liquefied natural gas (LNG) facility…

Westminster Asset Management Investment Strategist Peter Lucas discusses the impact of the ongoing war in the middle east and global macro implications. Peter believes the likely inflationary impact of the war will pull forward…