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Investment Commentary - May 2018

18/05/2018

Investment Commentary - May 2018

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

Knitting together MPS portfolios for the long term

18/05/2018

Knitting together MPS portfolios for the long term

Jordan Sriharan, Head of Fund Research at Thomas Miller Investment discusses knitting together MPS portfolios for the long term. Thomas Miller’s multi-asset team manages £1.1 billion in assets, benchmarked...

Why we still have conviction in UK equity income funds despite their poor past two years’ performance

17/04/2018

Why we still have conviction in UK equity income funds despite their poor past two years’ performance

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,...

Investment Quarterly - April 2018

13/04/2018

Investment Quarterly - April 2018

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

Enterprising Outlook

05/04/2018

Enterprising Outlook

UK banks showing signs of progress

03/04/2018

UK banks showing signs of progress

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...

Using alternative income streams within a portfolio

22/03/2018

Using alternative income streams within a portfolio

Using alternative income streams within a portfolio, such as infrastructure. Increasingly, multi-asset managers are relying on alternatives. Why is this? As central banks have kept interest rates low, investors...

What are the drivers of the global sovereign debt market?

22/03/2018

What are the drivers of the global sovereign debt market?

Looking at the global sovereign debt market, what are the drivers? -Where are the opportunities in this market? Is this an income-generating asset class? Post financial crisis the global sovereign...

Investment Commentary - March 2018

14/03/2018

Investment Commentary - March 2018

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

Spring Statement 2018 Summary

14/03/2018

Spring Statement 2018 Summary

Spring Statement 2018   Please select the above document link to download our summary of the key announcements made in the Chancellor's Budget.

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The value of your investment can go down as well as up, and clients can get back less than 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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