19/11/2018
TMI's Investment Commentary for November 2018 is now available to download.

12/11/2018
After the European Union’s (EU) rejection of the “Chequers Plan” in Salzburg and Prime Minister Theresa May’s insistence that “no deal is better than a bad deal”, by the end of September the UK and EU looked no closer to reaching a Brexit agreement. The latest impasse in talks raises the possibility of a “no deal” Brexit, in which case the UK would immediately begin trading with the EU and the rest of the world under WTO rules post the 29th of March 2019.

29/10/2018
Jordan Sriharan, head of fund research at Thomas Miller Investment, analyses what has happened in corporate bond market since the financial crisis and how investors can access the asset class going without being driven by short-term behavioural biases.

18/10/2018
TMI's Investment Quarterly for October 2018 is now available to download.

26/09/2018
In this second part, Head of Collectives Research and Senior Portfolio Manager, Jordan Sriharan, looks at how active managers are re-shaping their fixed income and equity portfolios in order to navigate choppier waters.

13/09/2018
TMI's Investment Commentary for September 2018 is now available to download.

03/09/2018
During 2017 investors enjoyed several positive surprises. Economic growth was stronger than consensus forecast at the start of the year, inflation was notably lower than expected in most major economies (with notable exceptions like the UK) and corporate profitability recovered from the weakness seen the previous year. All these meant that investors’ expectation at the start of 2018 was that growth would accelerate further over the course of this year.

15/08/2018
Jordan Sriharan, Head of Collectives Research and Senior Portfolio Manager, re-evaluates portfolios for H2 2018.

15/08/2018
Abi Oladimeji, Chief Investment Officer, provides his thoughts on the various asset classes and currency markets ahead of a "long summer for Sterling" with ongoing Brexit-related uncertainties.

14/08/2018
TMI's Investment Commentary for August 2018 is now available to download.

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.

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