All Developed Market articles
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VideoPremier Miton Global Sustainable Equity Funds – Strategy and philosophy
Fund manager, Duncan Goodwin, has been managing the two Premier Miton global sustainable equity funds for three years – he discusses the team’s valuation discipline, their structured process, the broad range of themes, sectors and regions they invest across and the types of companies the team look to invest in.
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Video
CFO interview I Fund manager Duncan Goodwin with Thomas Kramer, CFO of IonQ
Duncan Goodwin, fund manager of the Global Sustainable Equity funds, and Thomas Kramer, CFO of IonQ discuss the far-reaching implications of quantum computing.
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White papers
Equity Market Risks and Opportunities: Four Independent Views
How have risks that equity markets faced during 2022 changed the outlook for different equity categories? Leaders of four Allspring equity teams discuss their views on risks and opportunities in 2023.
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White papers
2023 Japan equity outlook
As geopolitical risks and globalisation are reassessed in the wake of the COVID-19 pandemic and war in Europe, we believe that Japan stands to benefit as more companies refocus on their home markets.
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White papers
China’s Growth and Policy Priorities Pave New Paths to Equities
From COVID lockdowns to a property crisis, China’s economy suffered major shocks in 2022. But as the world’s most populous nation rapidly reopens its economy, we believe China will present attractive opportunities—particularly for investors who are prepared to understand its nuances.
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White papers
DeFi: Introduction to Blockchain and Cryptocurrency Course
Essentials of blockchain technology, cryptocurrency, hashing, mining, smart contracts, non-fungible tokens (NFTs) and more.
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White papers
COP27: Shifting the Global Climate-Change Debate
COP27, the latest United Nations Conference of the Parties, concluded recently with mixed results on some of the key agenda items. In our view, though, the event will be remembered more for the way it shifted the global climate-change debate.
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White papers
What 2023 holds for equities and bond investors
2023 will be a year when the investment environment slowly gets back to normality. Inflation will come down – even if not quite as fast as the market seems to expect. Economies will struggle for growth, but manage to stave off a deep downturn.
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Blog
Equities suffered brutal year as inflation fight raged
Global equities closed out their worst year since the 2008 financial crisis as central banks launched increasingly aggressive efforts to bring rampant (and partly war-fuelled) inflation under control.
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White papers
Macroeconomic Picture - January 2023
United States: the US economy is showing signs of deceleration, with restrictive monetary policy starting to weigh on activity and progressively dragging growth below potential.
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White papers
Outlook for 2023: Complicated, fragmented macro road map
Brandywine Global: A complicated, fragmented world adds to the heightened uncertainty over what next year may bring for markets. Our top macroeconomic and investment experts offer their outlooks for 2023.
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Video
New Era – New Thinking
Gervais Williams, Head of Equities, and Emma Mogford, Fund Manager at Premier Miton, discuss why they believe we are at the start of a new era, why this could favour the UK stock market and whether they are focussing more on quality or value when picking stocks.
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White papers
Listening to the mood music in Music City
Walking through a shopping mall in Nashville on a recent research trip, the first thing you notice is the ever-present sound of country music. The city is pitching itself as being to music, what Las Vegas is to gambling. Country music is everywhere.
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White papers
Long-term capital market expectations: Brighter times ahead
Franklin Templeton Investment Solutions capital market expectations (CME) are designed to provide annualized return expectations over a longer-term horizon, typically viewed as 10 years.
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White papers
Turning point?
In this insight note, Emma Mogford, manager of the Premier Miton Monthly Income Fund and Premier Miton Optimum Income Fund wraps up this series of insight notes by lifting the bonnet on some well-known companies.
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White papers
Are we there yet? A bend in the road for European Equities?
2022 has been tough for lots of reasons. As we progress through quarter four, with equity markets showing negative figures for many regions globally – including European indices, it is important to stop, take stock and look ahead. Maybe leaning on the inquisitive nature of my kids when on a long and slightly uncomfortable journey and ask the question ‘are we there yet?’
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White papers
The megatrends series: Financial ecosystems
Global megatrends are macroeconomic and geopolitical forces that are shaping our world and our collective futures in profound ways. The implications of these forces are broad and varied, and they will present us with both tremendous opportunities to seize, as well as extremely dangerous risks to mitigate.
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White papers
Distinct changes bring about distinct opportunities
In this insight note, Emma Mogford, manager of the Premier Miton Monthly Income fund explains why she strongly believes that we are at a pivotal moment in markets.
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White papers
Macro Insights - Q4 2022
Equities hit hardest during this year’s downturn are likely to benefit most in the initial recovery. A final market capitulation is far from certain and likely to come and go quickly if at all. While the global economy faces challenges, we expect solid returns moving into 2023 with existing fears already largely priced in.
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White papers
COP27: Talk like an Egyptian?
It looks like we are not on track to prevent climate warming occurring over the next century. As a result, we need to focus our plans for living on a warmer planet by switching financing efforts towards climate adaption, rather than mitigation.
