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…
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…
The Bank of England has opted to hold interest rates. The Monetary Policy Committee voted 6-3 in favour of keeping the base rate at 0.5 per cent with Andy Haldane, the central bank’s chief…
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…
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…
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…
