All Active articles
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Podcast
Embracing the journey: PEI roundtable podcast on the secondaries market in the last decade
The global secondaries market has grown from roughly USD 47 billion in 2014 to more than USD 100 billion today as fund investors and fund managers alike have embraced the secondary market as a tool to actively manage their respective portfolios.
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White papers
Taking the fear out of high yield debt investment
Fixed income investors cautious about gaining exposure to high yield debt have little to fear as credit quality in the sector improves and attractive new pockets of opportunity open, says Insight Investment1portfolio manager and senior credit analyst, Cathy Braganza.
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White papers
Uncovering US muni bond opportunity
With inflationary pressures now easing, generationally high yield levels in the US municipal bond sector and the historic resilience of the asset class are proving increasingly attractive to both domestic and global investors, says Insight Investment1 senior portfolio manager Jeffrey Burger.
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White papers
European champions
Walter Scott1 investment manager Alan Edington looks ahead to a big summer of sport and entertainment. One that is set to showcase not just a host of global superstars but also some of Europe’s leading companies.
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White papers
The changing face of global interest rate movements
Rising yields, growing income opportunity and an increasingly supportive market environment make a compelling case for investment in global credit, according to Insight Investment1 portfolio manager Shaun Casey.
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Video
Investment grade: attractive yields with lower risk profile
The asset class is in a fundamentally good place, with the past few years seeing index yields rise to 5.5% – competing quite well with asset classes such as equities.
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Video
Talking Markets – Infrastructure Investing
In this episode of Talking Markets, Fund Manager, Jim Wright, discusses the key trends and themes he is currently seeing across the infrastructure sector, the impact of rising electricity demand in the U.S, politics and infrastructure spending, and the current positioning of the Premier Miton Global Infrastructure Income Fund.
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Video
EOS 20th anniversary: stewardship reflections
In celebration of EOS’ 20th anniversary, Leon Kamhi reflects on the changes he has seen in stewardship over the years and his vision for the future.
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Video
Talking Markets – Pan European Property
In this episode of Talking Markets, Alex Ross, Fund Manager of the Premier Miton Pan European Property Share Fund discusses the prospects for the Pan European Property sector, why the move to green office space is creating such an opportunity and explains why the team have a focus on investing in REITs, which are internally managed.
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Video
LGPS Institutional Masterclass – Sustainable Investing
Join host Mark Colegate in this LGPS Masterclass on Sustainable Investing, exploring the significance of Emerging Markets. Experts discuss integrating ESG factors, Sustainability definitions, and balancing financial returns with societal impacts. With insights on chip manufacturing’s sustainability and global regulation shifts, the discussion navigates complexities in achieving a sustainable future.
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Video
Talking Markets – Contingent Capital
Head of Fixed Income, Lloyd Harris and Credit Analyst, Cameron Geering give an overview of contingent capital, its diversification benefits along with why they like the asset class and what gives them a competitive edge as investors.
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Video
Talking Markets – US Opportunities
With the US economy in good shape, and earnings growth coming through, how are valuations looking in the US market? Join Hugh Grieves, Fund Manager of the Premier Miton US Opportunities Fund, as he discusses politics, macroeconomics and what could be in store for the future.
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White papers
The New Frontier in Fixed Income: Systematic Investing
Bond investors have been looking for an approach that delivers attractive, repeatable, uncorrelated active returns. Is their wait over?
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White papers
Midyear Outlook 2024: the new reality of investing
2024 so far has been a year of diverging economies, equity market highs and election fever – with far more to come.
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White papers
The Importance of Active Ownership
Shareholder engagement is for life, not just for proxy-voting season.
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White papers
The snap election could put QE losses back in focus
Back in 2021, when the Bank of England (BoE) announced the end of quantitative easing (QE) and the beginning of quantitative tightening (QT), few commentators understood how out of kilter the Bank’s balance sheet had become compared to central bank norms. The result has been losses on the BoE bond portfolios that dwarf those of other central banks.
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White papers
Powering the US Economy
How can the demand growth for power in the US caused by AI be met by renewable energy companies? Read more from Premier Miton’s Jim Wright.
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White papers
Cocos – a unique flavour combination
Premier Miton’s Lloyd Harris, Head of Fixed Income, highlights how contingent convertibles can offer investors a unique opportunity in today’s higher interest rate environment.
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White papers
Unleashing the potential: Navigating local currency EMD with active management
EMD has become increasingly appealing to a broader investor base as the asset class has developed. Issuance has increased, thereby improving liquidity.
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Blog
Not All AAA CLO ETFs are Created Equal
Actively managed AAA CLO ETFs provide access to the highest-rated CLO tranche but not all AAA CLOs are created equally, and actively managed ETFs are showing notable dispersion in positioning.