Content (15)
-
White papersReady for take-off…? Exploring opportunities in the travel sector
Manager of the Premier Miton UK Value Opportunities Fund and Premier Miton UK Focus Fund, Matt Tillett, and assistant fund manager. Mike Shrives, look at where they are finding value opportunities in the travel sector.
-
White papersUS election positioning – we could get fireworks!
Everyone’s favourite question at the moment, how do you position into the US election? Here’s what we think for fixed income.
-
White papersOn the ground in Turkey – where down means up
Will Scholes, co-fund manager of the Premier Miton Emerging Markets Sustainable Fund, pens a postcard from Turkey and argues “there is no substitute for on the ground research”.
-
White papersIs small cap M&A the catalyst investors have been waiting for?
Paul Marriage Fund manager of the Tellworth UK Smaller Companies Fund discusses the recent wave in M&A among UK small caps and the strong message this sends about the sector.
-
White papers50bps and the bond curve…
Simon Prior, Fixed Income Fund Manager, discusses the impact of the recent rate cut on both the fixed income and the broader market.
-
White papersOut of sight, out of EM?
A world on fire and a $5.5 trillion need for capital. Will Scholes, co-fund manager of the Premier Miton Emerging Markets Sustainable Fund, puts a long-term lens on emerging markets (EM) investing.
-
White papersGlobal small caps: headwinds turning into tailwinds
Alan Rowsell, fund manager of the Premier Miton Global Smaller Companies Fund, looks at what has affected small caps around the world and whether the odds are in favour for a small cap resurgence.
-
VideoLGPS 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.
-
VideoTalking 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.
-
White papersPowering 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.
-
White papersCocos – 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.
-
White papersPremier Miton Diversified Sustainable Growth Fund: why sustainable forests?
Premier Miton fund manager Duncan Goodwin considers natural capital, climate change and sustainable forests in the latest Sustainable Times.
