Content (28)
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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?
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White papersWhatever it takes, part 2, the European opportunity
Is Europe finally going from being reviled to investable? Carlos Moreno and Thomas Brown, fund managers of the Premier Miton European Opportunities Fund, certainly think so. In this insight they discuss what positives they are seeing in the changing European landscape and where they believe there is particular value for European investors.
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White papersRevisiting the case for UK small and mid-caps (SMID)
Matt Tillett, fund manager of the Premier Miton UK Value Opportunities Fund, looks for mis-priced stocks across the entire market cap spectrum. Here’s his take on UK SMID right now – including potential catalysts for change.
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White papersNorth American energy infrastructure: stocks for uncertain times
Jim Wright, Premier Miton Global Infrastructure Income Fund Manager, considers the advantages of visible growth pipelines and the three huge themes driving them.
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VideoTalking Markets - Sustainable Investing in Emerging Markets
Fund Managers Fiona Manning and Will Scholes discuss the journey to achieving the SDR impact label and why they believe transparency is key within sustainable investing. They highlight the fund’s strong performance since launch and opportunities they are seeing in emerging markets with a focus on sustainability.
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VideoTalking Markets – TM Tellworth UK Select Fund
Fund Manager, John Warren, explains the success behind this market neutral, long short equity fund, sharing the team’s strategy, and proven investment process which results in returns that are uncorrelated with bond and equity markets.
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White papersAI - What’s changed?
Have Deepseek decided to give away gold for nothing? In this article, Fund Manager Hugh Grieves discusses the latest AI exuberance, and shares why the saying ‘history does not repeat but it often rhymes’ might be correct in this case.
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VideoTalking Markets – The Case for Coco’s
In this edition of Talking Markets, Head of Fixed Income, Lloyd Harris and Fund Manager, Simon Prior discuss all things contingent capital; sharing what coco’s are, their capital structure and how the team use them to their advantage, gaining access to sought after areas of the fixed income space, including financials, banks and insurance companies.
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VideoTalking Markets – US Equities, January 2025
American exceptionalism; the Mag 7, or are wider factors at play? In this edition of Talking Markets, Hugh Greives, Fund Manager of the Premier Miton US Opportunities Fund shares his outlook for 2025, discussing future Fed rate cuts, Trump’s presidency, the hype and reality of AI, and what all of this could mean for US equity investors.
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White papersBond Markets and the tricky balancing act
With UK government borrowing costs soaring, is the Chancellor on wobbly footing? Read the latest Fixed on Bonds blog from Premier Miton which highlights how important it is not to forget how much has changed since the GFC and pandemic.
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White papersWhat will Trump’s Presidency mean for European mid-caps?
With Donald Trump taking office on 20 January, Premier Miton fund managers Carlos Moreno and Thomas Brown consider the potential impact on European firms.
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White papers2025’s Biggest Blockbuster – Utilities vs. Interest Rates
Premier Miton’s Jim Wright, Fund Manager of the Premier Miton Global Infrastructure Income Fund, shares the three reasons behind electricity demand growth in the USA, and why they are long term trends, rather than short term impacts.
