Displaying results 51 to 60 out of 86
18/05/2018
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...
17/04/2018
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,...
13/04/2018
TMI's Investment Quarterly for April 2018 is now available to download.
05/04/2018
03/04/2018
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...
22/03/2018
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...
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...
14/03/2018
TMI's Investment Commentary for March 2018 is now available to download.
Spring Statement 2018 Please select the above document link to download our summary of the key announcements made in the Chancellor's Budget.
27/02/2018
The final quarter of 2017 proved to be an interesting period for the listed social infrastructure sector. Last October, comments from Shadow Chancellor John McDonnell regarding PFI (Private Finance Initiative) infrastructure...
