Managed Portfolio Indices

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

AI is evolving from a niche domain into a general-purpose technology reshaping the global economy. This transformation is being powered by cheaper computation, abundant data, and rapid algorithmic advances. However, as AI scales, so…

For those who stayed up to watch Eurovision, the UK’s entry once again finished at the bottom of the scoreboard. In many ways, gilts are facing a similar reception from investors. UK government bonds…

According to The Times, 10,800 millionaires left the UK in 2024, since then, the number is thought to have doubled, citing high taxation as a primary reason.  Here we break down the Top 5…

With many asset markets moving higher, Westminster Asset Management Investment Strategist Peter Lucas highlights some early and potentially key changes to his economic models.  Peter discusses the impact of inflation and economic growth on…

Artificial intelligence has been dominating headlines, but it’s the miners that have been delivering returns for investors. Large‑cap artificial intelligence (AI)‑linked technology stocks (“the minds”) may have risen around 60% over the past year,…

The MPI Summary Reports for April 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 Q1 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.

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…