Sir Martin Sorrell stood down as CEO of WPP in April. Thomas Miller Investment looks at the implications of this for the company. Succession management is clearly something companies need to take…
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,…
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…
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…
The Enterprise Investment Scheme (EIS) is one of the most tax advantageous investments in the UK. The tax structure is designed to encourage high net worth individuals to provide unquoted businesses…
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…
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…
