All Asset Class Reports articles
-
White papersOil: Too Calm, Too Soon?
Oil prices have eased from recent highs, but does that mean the market is back to normal? In this Fixed on Bonds blog, Premier Miton’s Kishan Paun looks at why underlying supply constraints, inventory rebuilding, and ongoing disruption across the energy complex may still matter for investors. This is a marketing communication.
-
White papersPrivate markets: The Red Thread – Alternatives, mid-year edition 2026
Active portfolio management in uncertain times
-
-
White papersPrivate equity: The Red Thread – Alternatives, mid-year edition 2026
Private equity returns had a strong quarter, with steady fundamental performance during a turbulent 1H26 that contained several surprises. Artificial intelligence (AI) fears weighed on software valuations in private equity (PE) portfolios, as funds scrambled to assess the threat of AI to business models. Public software valuations continue to face pressure in AI‑exposed segments, although the market is becoming more perceptive to business model differences. This repricing in public markets increases the risk of delayed spillover effects on private software valuations.
-
White papersHow constraints are shaping data infrastructure
In data infrastructure, connectivity—and the constraints around it—is increasingly determining which assets can be built, scaled and able to deliver durable returns
-
White papersMonthly Research Report: January 2023
Debt Funding Gap Widens As Lower Collateral Values & Icr Bite
-
-
-
-
-
-
-
-
-
-
-
-
-
-
