Content (20)
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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.
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White papersThe hare or the tortoise? A unique approach to investing in the US
Hugh Grieves, Fund Manager of the Premier Miton US Opportunities Fund, looks back over his investment career, discusses his investment approach and highlights why dull boring businesses are the cornerstone of the fund’s investment portfolio.
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White papersAre global small caps ready for a return to favour?
Premier Miton’s Imogen Harris, Global small cap fund manager, discusses how a recovery in global economic conditions and a mean reversion back to more normalised valuation levels could see a risk-reward balance that swings back in favour of smaller companies.
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White papersCan Black Friday ever be green?
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 papersIs the case building for Contingent Convertibles?
Lloyd Harris, Head of Fixed Income at Premier Miton, argues that the case for Contingent Convertibles has never been stronger.
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White papersReady for take-off…? Exploring opportunities in the travel sector
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.
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White papersUS election positioning – we could get fireworks!
Everyone’s favourite question at the moment, how do you position into the US election? Here’s what we think for fixed income.
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VideoFixed Income update – September 2024
With speculation around further US interest rate cuts, is the market getting ahead of itself? In this edition of Talking Markets, Head of Fixed Income, Lloyd Harris, discusses the US labour market, the upcoming US election and what this could mean for fixed income investors.
