Jordan Sriharan, Head of Collectives Research and Senior Portfolio Manager, re-evaluates portfolios for H2 2018.

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

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

Value investing, the contrarian strategy which focuses on buying unloved and cheap stocks in the expectation that valuations will revert back to their long-term averages, has been a winning strategy in Japan over the last two decades.

Going into care is often a worrying and stressful time for all involved. There's the emotional stress for the individual and their family; the practicalities of the move; and last but not least, the financing of the move.

View all news articles

View From The Front

Politics dominated news flow last week with the US escalating political tensions with China, Russia and Turkey. Investors will be keeping a close eye on how these political developments progress this week. Politics aside, it is also a busy week for economic data with a number of important data releases from the UK, US and China.

Following the last week’s busy schedule of economic data releases and central bank meetings, this week should be much quieter. The data highlights will virtually all fall on Friday, which will be discussed below. Today offers very little in terms of data; however it is worth noting that the US is expected to begin restoring economic sanctions on Iran today, following US President Trump pulling out of the nuclear deal in May.

This weekend was a stark reminder of what the end of this glorious summer will look like when it does eventually arrive. For financial markets we can expect one last action-packed week before investors retreat for summer holidays. I will be taking some time off for shared parental leave and look forward to writing again in September. Until then I will leave you in the capable hands of my colleagues.

One of the highlights of the week will be the European Central Bank (ECB) meeting on Thursday. Although no changes are expected in terms of interest rates, it will be worth watching out for comments regarding changes going forward.

A busy week lies ahead, with investors kept on their toes by a host of important economic data releases, a ramp-up in US companies reporting their second quarter earnings results and some key political events.

View past issues


There are currently no upcoming events

View all events

Please get in touch if you have any questions, our team would be happy to help.

The value of your investment can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Prevailing tax rates and relief are dependent on individual circumstances and are subject to change.