Thomas Miller

Re-evaluating portfolios for H2 2018

'Inroads of robo-advice into financial planning'

Factor concentration is an issue

The market for income funds is more and more crowded, which speaks to both the underlying attraction of the asset class and the willingness of fund houses to play to that demand.

Jordan Sriharan, head of collectives research at Thomas Miller Investment, explores the benefits of using active and passive strategies in portfolio construction.

In the third part of a special Big Question, fund managers reveal their outlooks for global inflation and how this is impacting their portfolios.

Managers respond to big question

End of 30-year run

One of the issues about investing in Asia Pacific is the dominance of China in the index, writes Andrew Herberts, head of private investment management at Thomas Miller Investment.

Falling commodities weaken sentiment