News & Events

TMI's Investment Commentary for May 2018 is now available to download.

It has been a tough couple of years for active UK equity managers, a statement that won’t come as a shock and has been widely stated. However, as can be seen below, it’s UK equity income managers that have suffered the most,...

TMI's Investment Quarterly for April 2018 is now available to download.

The Enterprise Investment Scheme (EIS) is one of the most tax advantageous investments in the UK. The tax structure is designed to encourage high net worth individuals to provide unquoted businesses with much

Recently all four big UK banks – HSBC, Lloyds, Barclays, and RBS – reported Full Year 2017 results. (Note the order – could there be an indication of quality there?) Britain’s banks seem to be back from the brink.<br...

In terms of economic data releases, it’s a relatively quiet week. With nothing of note being released today, we will be waiting until Tuesday morning when we get the UK’s latest employment report. With UK consumers continuing to battle higher levels of inflation and the negative impact this has had on their spending power, our attention will be focused on wage growth in the report. We also see the unemployment rate, which is expected to hold steady at 4.2%.

In terms of economic data releases, it’s a relatively quiet week. With nothing of note being released today, we will be waiting until Tuesday morning when we get the UK’s latest employment report. With UK consumers continuing to battle higher levels of inflation and the negative impact this has had on their spending power, our attention will be focused on wage growth in the report. We also see the unemployment rate, which is expected to hold steady at 4.2%.

The week after the release of the US employment report (see below) is typically a little light for economic data releases and given it’s a holiday shortened week for those of us in the UK, could we possibly expect an easy ride? Clearly not. Politics, central bank meetings and corporate earnings will play an important role in setting investor expectations this week as markets face their first full week of May.

It is another action-packed week in financial markets. Starting in the US, on Monday we receive the US Federal Reserve’s (Fed) preferred inflation measure, Core PCE. This is expected to rise to an annualised rate of 2%, a level not seen since April 2012, and a reading which will add to a growing list of indicators which show inflationary pressures are building within the US economy. 

We have a jam-packed week ahead of us, which was kicked off earlier this morning in the Euro area where we received preliminary confidence readings for the manufacturing and services sectors, as measured by Purchasing Managers Indices (PMIs).