Content (15)
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White papersOut of sight, out of EM?
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.
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White papersGlobal small caps: headwinds turning into tailwinds
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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VideoTalking Markets – Fixed Income Trading at Premier Miton
How do you exploit inefficiencies in the fixed income market? In this edition of Talking Markets, Lloyd Harris, Head of Fixed Income, and Anish Shah, Senior Fixed Income dealer, discuss the intricacies of managing Fixed Income at Premier Miton. Sharing their approach to dealing, along with how the team manage volatility and generate alpha from the fixed income market.
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VideoTalking Markets – Fixed Income update July 2024
What are the prospects for Fixed Income from a macroeconomic perspective? In this edition of Talking Markets, Lloyd Harris, Head of Fixed Income, discusses the impact the landslide win for Labour could have on the Fixed Income market, along what the different outcomes that may occur as a result of the US election.
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VideoTalking Markets – Infrastructure Investing
In this episode of Talking Markets, Fund Manager, Jim Wright, discusses the key trends and themes he is currently seeing across the infrastructure sector, the impact of rising electricity demand in the U.S, politics and infrastructure spending, and the current positioning of the Premier Miton Global Infrastructure Income Fund.
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VideoTalking Markets – Pan European Property
In this episode of Talking Markets, Alex Ross, Fund Manager of the Premier Miton Pan European Property Share Fund discusses the prospects for the Pan European Property sector, why the move to green office space is creating such an opportunity and explains why the team have a focus on investing in REITs, which are internally managed.
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VideoLGPS Institutional Masterclass – Sustainable Investing
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.
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VideoTalking Markets – Contingent Capital
Head of Fixed Income, Lloyd Harris and Credit Analyst, Cameron Geering give an overview of contingent capital, its diversification benefits along with why they like the asset class and what gives them a competitive edge as investors.
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VideoTalking Markets – US Opportunities
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.
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White papersPowering the US Economy
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.
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White papersCocos – a unique flavour combination
Premier Miton’s Lloyd Harris, Head of Fixed Income, highlights how contingent convertibles can offer investors a unique opportunity in today’s higher interest rate environment.
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White papersPremier Miton Diversified Sustainable Growth Fund: why sustainable forests?
Premier Miton fund manager Duncan Goodwin considers natural capital, climate change and sustainable forests in the latest Sustainable Times.
