Content (44)

  • Why are credit spreads so tight?

    White papers

    Why are credit spreads so tight?

    9 July 2025

    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. There is no alternative other than to raid the petty cash (TGA). With no net debt issuance and money flowing into the economy from the TGA, this is effectively just like QE and provides stimulus to the market.

  • 30 years on, what can the AIM market teach us?

    White papers

    30 years on, what can the AIM market teach us?

    26 June 2025

    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?

  • Talking Markets - Pan European Property

    Video

    Talking Markets - Pan European Property

    17 June 2025

    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.

  • How a renewed corporate mindset is unearthing opportunities in Japan’s small cap market

    White papers

    How a renewed corporate mindset is unearthing opportunities in Japan’s small cap market

    11 June 2025

    In a previous note on reforms in Japanese corporate governance Global small cap fund manager, Imogen Harris, outlined how these may be hugely transformative to the equity market.

  • Talking Markets - The Case for Coco’s, May 2025

    Video

    Talking Markets - The Case for Coco’s, May 2025

    28 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. 

  • Talking Markets – Fixed Income update, May 2025

    Video

    Talking Markets – Fixed Income update, May 2025

    27 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.

  • Talking Markets – Premier Miton Tellworth UK Smaller Companies Fund

    Video

    Talking Markets – Premier Miton Tellworth UK Smaller Companies Fund

    22 May 2025

    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.

  • Talking Markets – European Opportunities

    Video

    Talking Markets – European Opportunities

    21 May 2025

    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.

  • When quality counts

    White papers

    When quality counts

    20 May 2025

    The last few years have presented many challenges for investing with an active approach and sustainability focus.

  • Could Japanese corporate governance reforms help boost shareholder returns?

    White papers

    Could Japanese corporate governance reforms help boost shareholder returns?

    9 May 2025

    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.

  • An Overlooked Piece of the UK’s Productive Finance Puzzle?

    White papers

    An Overlooked Piece of the UK’s Productive Finance Puzzle?

    7 May 2025

    How do UK small and mid-sized companies play a crucial role in helping the UK economy to thrive?

  • Navigating listed infrastructure investing and tariffs

    White papers

    Navigating listed infrastructure investing and tariffs

    14 April 2025

    Time to “play defense” after an eventful first quarter?