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Ear to the ground
15/07/2022
What goes up, must come down. But not quite yet!

Ear to the ground
08/07/2022
Politics have certainly been at the top of the agenda this week,

Monthly Update
30/06/2022
UK fixed income struggled as an asset class through June,

Ear to the ground
24/06/2022
Not a week seems to go by where inflation isn’t in the headlines. This week...

Monthly Update
17/06/2022
There are some weeks when news and events...

Monthly Update
10/06/2022
This week could potentially best be described as a week of confirmation. The incree...

Monthly Update
31/05/2022
May was a difficult month for equity markets to make any headway...

Ear to the ground
26/05/2022
Economic data has been on the quieter side this week...

Summary of positioning
24/05/2022
By way of a summary, the Fund...

Ear to the ground
19/05/2022
Inflation again took centre stage in the UK this week,

Ear to the ground
13/05/2022
This week saw the release of preliminary...

Ear to the ground
06/05/2022
Central banks were back in the limelight this week. Sound familiar?

Monthly Update
30/04/2022
Major equity markets were predominantly...

Ear to the ground
29/04/2022
The market was caught off guard yesterday when US economic growth...

Ear to the ground
22/04/2022
This week saw the release of the latest economic

Ear to the ground
14/04/2022
Inflation again took centre stage this week with the release of key data for the UK and the US.

Ear to the ground
08/04/2022
This week saw the release of the latest minutes from...

Ear to the ground
01/04/2022
As inflation continues to surprise to the upside and the cost of living increases,

Monthly Update
31/03/2022
Major equity markets were again mixed during the month. Most initially fell...

Ear to the ground
25/03/2022
This week saw the release of UK inflation figures,

Ear to the ground
18/03/2022
Central banks were at the fore this week,

Ear to the ground
11/03/2022
The conflict between the Ukraine and Russia continued to take centre stage this week. With no sign...

Monthly Update
28/02/2022
The Fund posted a return of -1.51% for February, outperforming the sector average return of -1.74%.

Ear to the ground
24/02/2022
Unfortunately the main news this week is the very sad events which are now developing in the Ukraine. I think...

Ear to the ground
18/02/2022
In a further sign that certain stocks are priced for perfection we saw another...

Ear to the ground
11/02/2022
Inflation again took centre stage on Thursday as the US released their latest figures. Headline...

Ear to the ground
04/02/2022
This week we expected the Bank of England meeting on Thursday to sit at the top of the agenda. However,

Monthly Update
31/01/2022
The Fund posted a return of -3.60% for January, outperforming the sector average return of -4.75%.

Ear to the ground
28/01/2022
All eyes were on the US Federal Reserve this week as they...

Ear to the ground
21/01/2022
This has certainly been a week for headlines. There does not...

Ear to the ground
14/01/2022
Inflation was back to taking centre stage this week with the release of the latest rate in the US. This came...

Ear to the ground
07/01/2022
Taking centre stage this week was the release of the minutes...

Monthly Update
23/12/2021
The Fund ended the month 1.21% higher, marginally underperforming the sector average return of 1.35%. Equity markets were generally stronger during the period,

Ear to the ground
23/12/2021
For those who enjoy a biscuit with their cuppa they may be wise to stock up now. McVitie’s became...

Ear to the ground
17/12/2021
Central banks took centre stage this week. First up...

Ear to the ground
10/12/2021
This week saw the release of US inflation, with the annual rate hitting 6.8% in November, the highest reading since June 1982. This marked the...

Ear to the ground
03/12/2021
It seemed rather fitting to start with a definition this week of what transitory actually means. For a prolonged period of time...

Monthly Update
30/11/2021
The Fund ended the month 0.85% lower in November following a difficult period for equity markets.

Ear to the ground
26/11/2021
This week saw the release of US inflation, with the annual rate hitting 6.8% in November,

Ear to the ground
19/11/2021
Inflation was again in the limelight this week, this time in the UK. Tuesday saw the release of average earnings data. Including...

Ear to the ground
12/11/2021
This week saw the first release of UK GDP for the 3rd quarter. This rose 1.3% on the quarter,

Ear to the ground
05/11/2021
This week the central banks again took centre stage. Unfortunately...

Monthly Update
31/10/2021
Equity markets were mixed during the period. The US equity market was strong,

Monthly Update
30/09/2021
The Fund rose marginally during the month, returning 0.07%. This represented outperformance of the IA Flexible Investment sector average, which posted a -1.11% return.

Monthly Update
31/08/2021
Buoyant equity markets helped the fund rise by 1.75% during the month. UK equities were one of the strongest performing, in particular mid and small cap stocks,

Coupon Clipping
18/08/2021
Within the MI Diversified Strategy Fund you will typically find an allocation to structured notes. We like these investments as they give a part of our portfolio definition,

Monthly Update
31/07/2021
The Fund fell -0.38% during the month, underperforming the IA Flexible Investment sector average return of 0.15%. The performance of equity markets was...

Monthly Update
30/06/2021
The Fund returned 1.12% during the month, underperforming the IA Flexible Investment sector average return of 1.96%. Equity markets were generally positive during the month when measured in their local currencies. The US led the way as...

Monthly Update
31/05/2021
The Fund returned -0.14% during the month, outperforming the IA Flexible Investment sector average return of -0.21%. Equity markets were generally positive during the month when measured in their local currencies. European equities proved...

Monthly Update
30/04/2021
The Fund returned 2.74% during the month, underperforming the IA Flexible Investment sector average return of 3.33%. Equity markets were generally positive during the month in local currency,

Monthly Update
31/03/2021
After a strong February, the Fund returned 0.76% during the month, underperforming the IA Flexible Investment sector average return of 1.70%. Equity markets were mixed during the month. There was divergence in the scale of returns with,

When A Little Means A Lot
30/03/2021
Sometimes in life it can be the small things that make all the difference and last week proved to be no exception. Having ititially struck on the 21 December 2018, one of our structured notes matured on the 22 March, being its second observation date after 2.25 years. An at the money contract,

Home Sweet Home
17/03/2021
There can be no doubt that 2020 was a difficult period for UK equities. Whilst all markets were troubled by the pandemic and economic lockdown, the UK suffered more than others. The market was penalised...

Monthly Update
28/02/2021
The Fund returned 1.42% during the month, outperforming the IA Flexible Investment sector average return of 0.61%. Equity markets generally ended the month in positive territory,

Monthly Update
31/01/2021
The Fund returned -0.24% during the month, only marginally behind the IA Flexible Investment sector average return of -0.11%. January ended with many equity markets in negative territory. In what...

Keeping Our Definition
04/01/2021
During the Christmas and New Year celebrations definition was perhaps the last thing on your mind. With all the additional goodies on offer, such as mince pies and a chocolate or two,

Monthly Update
31/12/2020
The Fund returned 2.45% during the month, only marginally behind the IA Flexible Investment sector average return of 2.58%. December was a positive month for equities and UK fixed...

Don't Break the Bond
20/12/2020
In the last week we have continued to see US equity market indicies attain record highs. At the same time however we have seen valuations continue to rise to such an extent that some investors may argue they are now overvalued. The latest data from...

Monthly Update
30/11/2020
The Fund returned 6.18% during the month, behind the IA Flexible Investment sector average return of 7.32%. Equity market returns were stronger during the month, buoyed by positive news regarding COVID-19 vaccines. High efficacy rates generated...

Monthly Update
31/10/2020
The Fund returned -1.16% during the month, ahead of the IA Flexible Investment sector average return of -1.25%. After a positive start to the month, equity performance waned as we approached month end. Markets in Europe and...

Monthly Update
30/09/2020
The Fund returned -0.82% during the month, behind the IA Flexible Investment sector average return of -0.37%. Equity markets were generally weaker during the month on a local currency basis, with the exception of Japan. There was also...

Monthly Update
31/08/2020
The Fund returned 2.26% during the month, marginally underperforming the IA Flexible Investment sector average return of 2.54%. Equity performance showed divergence in August,

Monthly Update
31/07/2020
The Fund outperformed the IA Flexible Investment sector average during the month, returning 1.34% against 0.14% respectively. Equity market performance was mixed during the period. In local currency...

Monthly Update
30/06/2020
The Fund lagged the IA Flexible Investment sector average during the month, returning 0.79%against 2.00% respectively. Equity markets were generally higher during the month,

Monthly Update
31/05/2020
The Fund posted a return in line with the IA Flexible Investment sector average during the month, returning 3.78% and 3.84% respectively. After their strong rebound in April...

Income Uncertainty
04/05/2020
COVID-19 and the lockdowns around the world, which subsequently ensued have had a marked and meaningful impact on the global economy. Whilst some countries have to date,

Monthly Update
30/04/2020
The Fund posted a return of 7.19% in April, in line with the IA Flexible Investment sector average return of 7.25%. Equity markets around the world were in positive territory for the month,

Monthly Update
31/03/2020
The Fund fell 12.29% during the month, underperforming the IA Flexible Investment sector, which fell 10.95%. This was a month which was dominated by the spread of the Coronavirus,

Stimulating Stuff
27/03/2020
Yesterday saw the chancellor announce yet another package to provide support to the UK economy as we all continue to deal with the impact COVID-19 is having on our lives, some unfortunately more than others. The latest support came for those...

Monthly Update
31/02/2020
The Fund fell 3.81% during the month, outperforming the IA Flexible Investment sector average which fell 4.67%. Equity markets initially proved resilient to the news regarding COVID-19,

Know What You Own and Why You Own It
27/02/2020
For a prolonged period of time now funds within the IA Targeted Absolute Return sector have come in for some abuse, normally related to their performance, or lack of it. In some respects...

A Defined Success
21/02/2020
Within the MI Diversified Strategy Fund you will typically find an allocation to structured notes, an asset class which we, the investment manager,

Coronavirus Update
31/01/2020
The advent of the coronavirus was the catalyst for an increase in volatility within stock markets in January. At the time of writing...

Monthly Update
31/01/2020
The Fund fell 0.71% during the month, marginally underperforming the IA Flexible Investment sector average which fell 0.49%. Equity markets were positive during...
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