All Active articles
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White papersWhen quality counts
The last few years have presented many challenges for investing with an active approach and sustainability focus.
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White papersCould Japanese corporate governance reforms help boost shareholder returns?
On a recent investment trip to Tokyo, Premier Miton Global Smaller Companies Fund Manager Imogen Harris was keen to ask management teams about enhancements to the Tokyo Stock Exchange’s corporate governance code.
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White papersA bunker for the trade war
Equity market neutral strategies offer potential for shelter amid volatility.
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White papersAn Overlooked Piece of the UK’s Productive Finance Puzzle?
How do UK small and mid-sized companies play a crucial role in helping the UK economy to thrive?
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White papersHarnessing the power of duration in global bond portfolios
Following the rise of global interest rates on the back of much higher inflation over the last few years, investors are now focusing on the expectation for lower official rates, as the tightening of financial conditions has spurred on central banks to start loosening monetary policy.
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White papersNavigating the New Multipolar Investment Landscape
The global investment environment is undergoing a profound transformation, marked by a shift from a concentrated, unipolar market dominated by American mega-cap stocks to a more diversified and multipolar framework. This change, catalyzed by macroeconomic uncertainties and technological disruptions, demands a re-evaluation of portfolio strategies to mitigate risks and seize emerging opportunities.
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White papersNavigating listed infrastructure investing and tariffs
Time to “play defense” after an eventful first quarter?
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White papersFixed on Bonds: What do tariffs mean for the automotives industry?
Threats of tariffs have been hitting the sector from multiple angles. It is hard to keep up, but this is what we know so far.
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White papersCIO view: an irreversible reversal of globalisation?
“In all the years my career spans, I have been through a very wide range of economic and financial market events that have generated extraordinary moves in the prices of bonds, equities, gold, oil and every other asset class you can think of. However, I cannot recall one that has been as fast-moving, volatile and possibly irrational as what we have been through in 2025 so far.”
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White papersHow are investors responding to the latest wave of tariffs from Donald Trump?
“The news flow is constant and ever changing,” says Premier Miton’s CIO and lead manager of the Diversified fund range Neil Birrell.
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White papersFixed on Bonds: who are the potential winners and losers from Trump tariffs?
In the Premier Miton Fixed Income team’s latest Fixed on Bonds blog post, Premier Miton credit analyst Joe Macland considers some possible impacts on consumer brands and asks fund manager Simon Prior to sum up what this has to do with fixed income investing.
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White papersDiversions Ahead: Finding Resilience in the Next Chapter
The US economy is resilient and appears to have reached a healthy equilibrium, but US policy shifts are on the horizon and may alter the balance.
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White papersSustainable Global Equity Annual Report 2024
Since the turn of the millennium, considerable progress has been made in improving economic wellbeing. However, proper financial inclusion remains out of reach for billions worldwide. Bridging the gap represents a potentially major opportunity for companies, says the team behind our Sustainable Global Equity Strategy.
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White papersGenAI heralds potential revolution in productivity
Productivity growth across the world is in decline. However, the boom in Generative AI heralds a potential revolution in productivity – in areas such as customer operations, marketing and sales, and software engineering. How should EM investors respond?
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White papersA World in Flux: Managing Evolving Risks in Equity Markets
Risk management is being put to the test in 2025. How can equity portfolio teams cope with multiple hazards across equity markets this year?
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White papersPost-pandemic peripheral banks’ prospects
What are peripheral banks’ prospects post-pandemic? Premier Miton’s Head of Fixed Income, Lloyd Harris, and Toby Williams, Credit Analyst, comment on their remarkable resilience and growth. Read their latest views on banks operating in non-core European countries such as Spain, Italy, Ireland, Portugal and Greece. What does looking back in history tell us about these banks? What can we expect next?
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White papersAI and datacenters: A new source of electricity demand
AI and datacenters are driving a surge in US electricity demand, creating new investment opportunities in the energy sector.
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White papersActive Credit in 2025
Is volatility creating one of the best credit-picking opportunity sets in recent years?
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White papersWhatever it takes, part 2, the European opportunity
Is Europe finally going from being reviled to investable? Carlos Moreno and Thomas Brown, fund managers of the Premier Miton European Opportunities Fund, certainly think so. In this insight they discuss what positives they are seeing in the changing European landscape and where they believe there is particular value for European investors.
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White papersRevisiting the case for UK small and mid-caps (SMID)
Matt Tillett, fund manager of the Premier Miton UK Value Opportunities Fund, looks for mis-priced stocks across the entire market cap spectrum. Here’s his take on UK SMID right now – including potential catalysts for change.
