All Active articles
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VideoWho We Are
We specialize in markets and asset classes where we see opportunities to generate alpha through fundamental research, active management and access to our network of long-standing relationships.
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White papersHow Beta Investors Keep Alpha Under Control
Active ETFs are redefining the parameters of modern portfolio construction, offering solutions to the challenges faced by institutional investors. While it is easy to get lost in the rapidly expanding array of active ETFs, when investing in them European institutional investors have remained firmly anchored near core allocations around established benchmarks such as MSCI World and Europe.
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White papersHumanoids: the shape of future automation?
Humanoid robots are poised to revolutionize automation, but their complexity and cost raise questions about their future applications.
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VideoTalking Markets – European Opportunities
Are European equities gaining momentum? In this edition of Talking Markets, Premier Miton European Opportunities Fund Manager, Thomas Brown, discusses recent trends he is seeing in European equities, performance of quality and growth sectors, and where he is currently seeing exciting opportunities.
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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 papersSAFI: A Modern Approach to Fixed Income Investing
How does systematic active fixed income (SAFI) investing actually work? In this article, we go through the SAFI investment process step by step, explain the generation of signals, and discuss the various potential benefits of SAFI for investors.
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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 papersCase Study: Systematic Active Fixed Income
How can Systematic Active Fixed Income be effectively incorporated into a core fixed income allocation? We give a practical example in our case study.
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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 papersWill AI doctors disrupt drug commercialization?
AI and large language models are set to revolutionize drug commercialization, transforming traditional marketing and healthcare practices.
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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.
