Content (39)
-
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.
-
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.
-
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.
-
White papersWhen quality counts
The last few years have presented many challenges for investing with an active approach and sustainability focus.
-
White papersCould Japanese corporate governance reforms help boost shareholder returns?
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.
-
White papersAn Overlooked Piece of the UK’s Productive Finance Puzzle?
How do UK small and mid-sized companies play a crucial role in helping the UK economy to thrive?
-
White papersNavigating listed infrastructure investing and tariffs
Time to “play defense” after an eventful first quarter?
-
White papersFixed on Bonds: What do tariffs mean for the automotives industry?
Threats of tariffs have been hitting the sector from multiple angles. It is hard to keep up, but this is what we know so far.
-
White papersCIO view: an irreversible reversal of globalisation?
“In all the years my career spans, I have been through a very wide range of economic and financial market events that have generated extraordinary moves in the prices of bonds, equities, gold, oil and every other asset class you can think of. However, I cannot recall one that has been as fast-moving, volatile and possibly irrational as what we have been through in 2025 so far.”
-
White papersHow are investors responding to the latest wave of tariffs from Donald Trump?
“The news flow is constant and ever changing,” says Premier Miton’s CIO and lead manager of the Diversified fund range Neil Birrell.
-
White papersFixed on Bonds: who are the potential winners and losers from Trump tariffs?
In the Premier Miton Fixed Income team’s latest Fixed on Bonds blog post, Premier Miton credit analyst Joe Macland considers some possible impacts on consumer brands and asks fund manager Simon Prior to sum up what this has to do with fixed income investing.
-
White papersPost-pandemic peripheral banks’ prospects
What are peripheral banks’ prospects post-pandemic? Premier Miton’s Head of Fixed Income, Lloyd Harris, and Toby Williams, Credit Analyst, comment on their remarkable resilience and growth. Read their latest views on banks operating in non-core European countries such as Spain, Italy, Ireland, Portugal and Greece. What does looking back in history tell us about these banks? What can we expect next?
