Managed Portfolio Indices

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

For internationally mobile families, investment strategy involves a layer of complexity that purely domestic portfolios do not. It is not enough to build a portfolio optimised for current circumstances. The portfolio must remain efficient,…

As the US marks its 250th anniversary, its economic foundations remain strong, underpinned by innovation, deep capital markets and resilient institutions. Higher interest rates and policy uncertainty may contribute to periods of volatility, while…

“Why Japanese Capital May Finally Be Coming Home”: Westminster Asset Management Investment Strategist Peter Lucas looks at developments in Japan, for the first time in a while. Peter argues that a number of long…

The MPI Summary Reports for July 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 Q2 2026 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.

As artificial intelligence (AI) moves from novelty to necessity, investors are increasingly asking whether the US economy can fly through the transition to an AI-enabled workforce or whether widespread job losses will create turbulence.…

Artificial Intelligence (AI) investment remains strong, driven by booming semiconductor demand, data-centre expansion and rising business adoption. Indicators show AI usage and profitability accelerating across industries, supporting high tech valuations. Despite market and interest-rate…