Content (16)
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White papersEurope’s industrial backbone is eroding
Europe’s post-war prosperity was built on steel, chemicals, and autos. But that industrial backbone is now under strain. China’s state-backed industrial strategy has created overcapacity in sectors Europe once led. Coupled with the United States pivot to protectionism the global trading order is changing.
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VideoPremier Miton Fixed Income update August 2024
Lloyd Harris, Head of Fixed Income, explores the macro forces shaping global bond markets. Highlighting sticky inflation in the US, labour driven inflation pressures in the UK, and Europe’s rising fiscal stimulus from military and infrastructure spending.
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White papersSAR’s in their eyes: the turning tide in UK water utilities
With news emerging that the government may appoint an administrator for Thames Water, something Premier Miton’s Fixed Income team forewarned, attention turns to the broader UK water sector. Once plagued by underinvestment and excessive debt, the tide appears to be turning. Improved allowed returns from Ofwat, fresh equity injections into key players, and the anticipated Cunliffe review signal a more investible future.
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White papersRemaking the case for US SMID caps
Over the past 10 and even 30 years, SMID cap companies have quietly outpaced large caps in earnings growth. Yet, large cap indices have dominated headlines, driven not by superior growth, but by soaring PE ratios. In this note Hugh Grieves, Fund Manager of the Premier Miton US Opportunities Fund, takes a look at the overlooked power of SMID caps.
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VideoTalking Markets – US Opportunities
“The One Big Beautiful Bill” – is it good for the US economy? In this edition of Talking Markets, Premier Miton US Opportunities Fund Manager, Hugh Grieves, breaks down Trump’s policies on trade, tariffs and broader economic shifts, exploring what they could mean for US investors.
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White papersWhy are credit spreads so tight?
1) Liquidity: This is the overriding factor, which is normally the case in markets. It is no surprise that markets are rallying like it’s QE, because this is QE! The Treasury General Account (TGA) has been run-off to the tune of c$500bn over the last few months driven by the U.S. hitting the debt ceiling. When this happens, the country is unable to raise enough debt to fund itself.
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White papers30 years on, what can the AIM market teach us?
As AIM celebrates its 30th year Gervais Williams, Head of Equities, discusses the retreat of the Globalisation or Goldilocks years. Similar to the story of Goldilocks, who discovered a bowl of porridge that was neither too hot nor too cold, it has been so with globalisation. Economic conditions have been just right and assets have delivered supernormal returns – for decades and decades. However, there’s a gnawing market anxiety. Renewed nationalism. Protectionism. Economic conditions are no longer just right. Where will markets go from here?
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VideoTalking Markets - Pan European Property
In this edition of Talking Markets, Fund Manager Alex Ross explores the powerful forces driving this rebound. With strong rental growth, secure income streams, and compelling valuations, the Pan-European property market could be shaping up to be a once-in-a-generation investment opportunity.
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VideoTalking Markets - The Case for Coco’s, May 2025
In this edition of Talking Markets, Head of Fixed Income, Lloyd Harris highlights how contingent capital is fairing in the current environment, discussing the correlation to other asset classes and the fundamentals of banks and insurers in these uncertain times.
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VideoTalking Markets – Fixed Income update, May 2025
How has the bond market reacted to tariffs? In this edition of Talking Markets, Lloyd Harris, Head of Fixed Income at Premier Miton, discusses deglobalisation, inflation, bond issuance, and what this all means for fixed income investors.
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VideoTalking Markets – Premier Miton Tellworth UK Smaller Companies Fund
In this edition of Talking Markets, Paul Marriage, fund manager of the Premier Miton Tellworth UK Smaller Companies Fund, discusses the noise around tariffs, exciting opportunities he is seeing, and why now could be the time for UK small-caps.
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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.
