Content (22)
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White papersUK Value – Beware the rear-view mirror…
In his latest insight, Matthew Tillett, Fund Manager of the Premier Miton UK Value Opportunities Fund, explores how persistent “crisis narrative” sentiment has weighed on UK SMID, despite improving fundamentals. With valuations still sitting at a steep discount to both UK large caps and international peers, the big question is: could 2026 be the year UK SMID starts to regain lost ground?
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White papers2025 in review, 2026 positioning: A US investor outlook
Hugh Grieves, Fund Manager of the Premier Miton US Opportunities Fund, reflects on a year shaped by two powerful and opposing forces in US equities. 2025 saw a sharp shock to economic confidence, set against a renewed wave of optimism driven by accelerating investment in artificial intelligence. As we move into 2026, understanding how these dynamics played out, and how they may now be evolving, is critical to positioning portfolios for the year ahead.
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VideoTalking Markets – US Opportunities, January 2026
What if market consensus has it wrong? In this edition of Talking Markets, Hugh Grieves, Fund Manager of the Premier Miton US Opportunities Fund, unpacks the biggest shocks of 2025 - from abrupt tariff escalations and AI‑driven exuberance to an unexpected economic revival. He also explains why he believes high‑quality businesses are currently undervalued, and shares his outlook for what 2026 may bring.
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White papersFive years behind us, five years ahead: What’s next for UK Income investors?
Emma Mogford, fund manager of the Premier Miton Monthly Income Fund, looks back at why the FTSE All-Share Index rally favoured banks, defence and tobacco over the past 5 years. Looking ahead, Emma highlights asymmetric opportunities in real estate, housebuilders, utilities and Emerging Market exposed champions.
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White papersLooking Ahead to 2026: Opportunities in Fixed Income
Lloyd Harris, Head of Fixed Income at Premier Miton, shares his outlook for the year ahead and how the team are positioning portfolios.
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White papersKeeping the lights on: How utilities are meeting AI’s energy needs
As we head into year-end, the question on many investors’ minds is: “What’s next?” While some themes have run their course, one opportunity continues to stand out - listed infrastructure. In this note, Jim Wright, Fund Manager of the Premier Miton Global Infrastructure Income Fund, explains why affordability concerns remain and how innovative solutions and cost-sharing models are emerging to address these challenges.
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White papersEurope’s industrial backbone is eroding
Europe’s post-war prosperity was built on steel, chemicals, and autos. But that industrial backbone is now under strain. China’s state-backed industrial strategy has created overcapacity in sectors Europe once led. Coupled with the United States pivot to protectionism the global trading order is changing.
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VideoPremier Miton Fixed Income update August 2024
Lloyd Harris, Head of Fixed Income, explores the macro forces shaping global bond markets. Highlighting sticky inflation in the US, labour driven inflation pressures in the UK, and Europe’s rising fiscal stimulus from military and infrastructure spending.
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White papersSAR’s in their eyes: the turning tide in UK water utilities
With news emerging that the government may appoint an administrator for Thames Water, something Premier Miton’s Fixed Income team forewarned, attention turns to the broader UK water sector. Once plagued by underinvestment and excessive debt, the tide appears to be turning. Improved allowed returns from Ofwat, fresh equity injections into key players, and the anticipated Cunliffe review signal a more investible future.
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White papersRemaking the case for US SMID caps
Over the past 10 and even 30 years, SMID cap companies have quietly outpaced large caps in earnings growth. Yet, large cap indices have dominated headlines, driven not by superior growth, but by soaring PE ratios. In this note Hugh Grieves, Fund Manager of the Premier Miton US Opportunities Fund, takes a look at the overlooked power of SMID caps.
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VideoTalking Markets – US Opportunities
“The One Big Beautiful Bill” – is it good for the US economy? In this edition of Talking Markets, Premier Miton US Opportunities Fund Manager, Hugh Grieves, breaks down Trump’s policies on trade, tariffs and broader economic shifts, exploring what they could mean for US investors.
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White papersWhy are credit spreads so tight?
1) Liquidity: This is the overriding factor, which is normally the case in markets. It is no surprise that markets are rallying like it’s QE, because this is QE! The Treasury General Account (TGA) has been run-off to the tune of c$500bn over the last few months driven by the U.S. hitting the debt ceiling. When this happens, the country is unable to raise enough debt to fund itself.
