Content (17)

  • Can Black Friday ever be green?

    White papers

    Can Black Friday ever be green?

    2024-12-04T14:21:00Z

    With Black Friday, the retail event marking the unofficial start of the holiday shopping season, and other deep discount tactics rising in popularity, Premier Miton’s Fiona Manning considers whether e-commerce could ever turn green.

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    White papers

    Is the case building for Contingent Convertibles?

    2024-12-03T12:17:00Z

    Lloyd Harris, Head of Fixed Income at Premier Miton, argues that the case for Contingent Convertibles has never been stronger.

  • Ready for take-off…? Exploring opportunities in the travel sector

    White papers

    Ready for take-off…? Exploring opportunities in the travel sector

    2024-10-18T15:27:00Z

    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.

  • US election positioning – we could get fireworks!

    White papers

    US election positioning – we could get fireworks!

    2024-10-18T15:25:00Z

    Everyone’s favourite question at the moment, how do you position into the US election? Here’s what we think for fixed income.

  • On the ground in Turkey – where down means up

    White papers

    On the ground in Turkey – where down means up

    2024-10-02T09:55:00Z

    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”.

  • Is small cap M&A the catalyst investors have been waiting for?

    White papers

    Is small cap M&A the catalyst investors have been waiting for?

    2024-09-30T13:33:00Z

    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.

  • 50bps and the bond curve…

    White papers

    50bps and the bond curve…

    2024-09-24T13:37:00Z

    Simon Prior, Fixed Income Fund Manager, discusses the impact of the recent rate cut on both the fixed income and the broader market.

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    White papers

    Out of sight, out of EM?

    2024-09-16T13:12:00Z

    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.

  • Global small caps- headwinds turning into tailwinds

    White papers

    Global small caps: headwinds turning into tailwinds

    2024-09-11T14:11:00Z

    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.

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    Video

    LGPS Institutional Masterclass – Sustainable Investing

    2024-06-21T16:26:00Z

    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. 

  • Talking Markets – US Opportunities

    Video

    Talking Markets – US Opportunities

    2024-06-21T16:21:00Z

    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.

  • Powering the US Economy

    White papers

    Powering the US Economy

    2024-06-10T15:47:00Z

    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.