Managed Portfolio Indices

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

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…

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…