Managed Portfolio Indices

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

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…

US companies are deep into the reporting season for the final quarter of 2025 and to paraphrase the 1970s disco classic Disco Inferno, it’s “earn, baby earn.” With more than half of the S&P…

MP Analytics Limited (MPI) are delighted to welcome Saltus Asset Management as the latest contributing manager to MPI, the STEP Member Service. Saltus was founded in 2004 with the objective of broadening access to…

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…