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.
Since becoming President, Donald Trump has revelled in upsetting the status quo. Through much of 2018 he has targeted international trade through first threats and then ultimately the introduction of import tariffs on targeted sectors. This appears to be the easiest way to attack globalisation, which is increasingly seen as synonymous with the structural changes that have adversely impacted sections of the developed world’s working populations.
Sterling jumped against the dollar and the euro in the wake of the announcement
TMI's Investment Commentary for June 2018 is now available to download.
This year there have been opportunities to make shorter-term tactical active/passive allocations, taking advantage of changing valuations and small periods of volatility. Jordan Sriharan, Head of Collective Research at Thomas...
Andrew Herberts, Head of Private Client Investment Management (UK) at Thomas Miller Investment said financial services should be looking at the impact Artificial Intelligence (AI) will have on client service. AI is here to...