MANAGED PORTFOLIO INDICES A STEP Member Service

The MPI Performance Estimates for May are now available to download. These estimates are based on our internal models of how client portfolios are likely to have performed over the previous month. To obtain…

“At the beginning of the plague, when there was now no more hope but that the whole city would be visited; when all that had friends or estates in the country retired with their…

The coronavirus has effectively halted swathes of the global economy. Even with lockdowns lifting, the future is extremely uncertain. In this context, companies find themselves caught between scarce demand today and a potential return…

At a time where we are all struggling to comprehend the human, social and economic cost of the coronavirus, we will be providing regular 'flash estimates' based on our modelling of the performance of…

The world has accumulated the highest peacetime debt in history. To quote 13D Research: “Since 2007, global debt has surged $116 trillion to $244 trillion currently – an increase of $128 trillion. Global debt…

The power to delegate investment management has been an essential element of trust law for many years. However, as Jill Britton, Director of Supervision at the Jersey Financial Services Commission explained at a recent…

Many people think of investing as being a rational, logical process. However, investment decisions are subject to the biases and emotions of the people who make them. It is therefore important for investors to…

Few things stir emotions amongst investors more than the price of oil. Most of us use oil in some form or another, and an increasing number of people do not want to use it…