All Active articles
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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 papersGlobal Emerging Markets: ESG Materiality H2 2025
In the latest issue of Global Emerging Markets (GEMs) ESG Materiality, we provide an update on our voting and engagement activity over the last 12 months, and shine a spotlight on our approach to climate-adjusted valuations.
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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 papersAsian Credit Outlook 2026: Finding opportunity beyond the cycle
Asian credit enters 2026 supported by a constructive combination of technical factors and gradually improving fundamentals. Accommodative funding conditions across the region, disciplined issuance and sustained investor demand have underpinned the market’s recovery since late 2023. Valuations continue to offer a meaningful income cushion relative to global peers, while improving credit metrics have expanded the opportunity set for selective investors.
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White papersFinding the AI Megatrend Through Bonds
The AI capex boom is creating a compelling fixed income opportunity, as leading tech firms increasingly fund investments through sizeable AI‑linked bond issuance, offering investors an alternative way to gain AI exposure beyond equities.
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VideoThe 2026 Global Equity Playbook
Nelson Yu, our Head of Equities, discusses key strategies to help investors address the challenges that lie ahead.
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White papersEquity Outlook 2026: Mapping a New Spectrum of Return Drivers
Our playbook for 2026 aims to address real risks by expanding allocations in new directions.
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White papersThe Bull, the Bear and the Bubble
Many bull markets lead to bubbles, then bears, but the present bull is no bubble…yet.
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White papersEquities: Stay Invested, Stay Diversified
Looking back over the past year and ahead to 2026, it feels especially relevant to re-emphasize the importance of staying invested and diversified.
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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 papersEntry Valuations: Private Deals at a Discount to Public Markets
Year-to-date 2025, private deals are trading at a deeper discount to public markets, where concentration has increased and the ‘Magnificent Seven’ now represent a significantly larger share of the S&P 500 than historically.
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White papersManaged rivalry, emerging opportunity – China’s equity renaissance
China’s economy and equity market are entering a new phase, powered by Technological advancements, electrification and world-class supply chains. Beneath the structural change lies a broad and attractive range of opportunities for investors willing to look beyond old stereotypes.
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White papersGlass box quant at MDT Advisers
What happens when a love of numbers meets the power of machine learning? Dan Mahr, Head of Federated Hermes MDT Advisers (MDT), was recently interviewed by Ted Seides for his “Capital Allocators” podcast.
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VideoHow can Money Market Funds ensure liquidity as well as an attractive yield?
In a new video, Joanne Bartell, Portfolio Manager for Liquidity, outlines why money market funds can potentially outperform traditional bank deposits, how combining trader and portfolio manager roles can boost investment decision making, as well as providing a perspective on the current cash management landscape.
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White papersCountdown to the new year: Views from the Global Equity team
The Global Equity team weigh the key opportunities and potential risks driving their thinking for 2026.
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White papersGetting active: The next chapter in European ETFs
Research with European institutions and wealth managers shows how active ETFs are gaining traction, where demand is strongest and which barriers still limit broader adoption.
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White papersIntegrating Climate Risks & Opportunities into Systematic Active Fixed Income Strategies
For investors allocating to Systematic Active Fixed Income strategies, our recent paper shows how climate risks and opportunities can be integrated while seeking to maintain returns.
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VideoThe One Question Series: You Ask. We Answer.
Nataliya Ivanova, Senior Client Portfolio Manager, Fixed Income, discusses how Systematic Active Fixed Income strategies can help deliver climate alignment while seeking to maintain performance and introduces our support paper.
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White papersAI breakthrough in diagnosing heart disease
Heartflow has become the first FDA-approved AI algorithm for diagnosing cardiac diseases, marking a major milestone in healthcare innovation.
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White papersFrom Income to Outcomes: The Evolution and Future of Fixed Income
Changes in market structure, technology, data, and investor behaviour are transforming the asset class—and helping investors achieve their objectives. These changes have profound implications for institutions and the asset managers who serve them. We believe the future belongs to the managers with the skill, scale, and experience to convert data into insight, complexity into clarity, and fixed income allocations into engineered outcomes.
