All Equities articles
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White papersGerman reforms: what do they mean for European equities?
The reform plus fiscal package is genuinely large and potentially a regime change, but not yet an unqualified “buy Germany/Europe” signal. The principal upside risk is a confidence-led private capex cycle. The key downside risk is implementation failures and higher bond yields, which could turn a productive investment programme into a less equity-friendly fiscal expansion.
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White papersGrowing hopes for an industrial renaissance in Germany
Although the German economy is still characterised by a weak recovery, sluggish productivity and persistent supply constraints, the combination of an extensive infrastructure and defence spending programme and a package of 34 structural reforms is improving the medium-term outlook. While the direct impact on growth in 2027 is likely to be limited, more significant gains are expected over time, provided the reforms are implemented effectively.
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White papersGrowing hopes for an industrial renaissance in Germany
Although the German economy is still characterised by a weak recovery, sluggish productivity and persistent supply constraints, the combination of an extensive infrastructure and defence spending programme and a package of 34 structural reforms is improving the medium-term outlook. While the direct impact on growth in 2027 is likely to be limited, more significant gains are expected over time, provided the reforms are implemented effectively.
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WebinarWebinar: Opportunities in global equities
As market leadership broadens beyond the US, portfolio managers Lisa Thompson and Diana Wagner discuss investment opportunities emerging across global equities.
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VideoCase video: Child-Lens Investing in practice
Child-Lens Investing recognises children as key stakeholders in financial decision-making and strives for positive investment outcomes for children. But what does this mean in practice?
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White papersPassive in Name Only: The Active Bet Within Your Equity Index
Broad-market benchmarks have gone all in on the AI theme. Do equity investors really want to make that bet?
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White papersGlobal Investment Views - August 2026
July saw tensions flare once again in the Middle East. Markets questioned the feasibility of returning to a ceasefire, pushing Brent oil prices back towards $100. Previously, prices had fallen to pre-war levels due to effective rerouting efforts and a reassessment of supply risks.
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White papersMulti-Asset Investments Views: You spin me round
The re-escalation of Middle East hostilities has effectively buried the Memorandum of Understanding between the US and Iran.
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VideoWebinar Replay: Asset Allocation Outlook 3Q 2026
With real rates driving markets and AI’s investment reach expanding into power, industrials, and real assets, where are the best opportunities across equities, fixed income, and alternatives?
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PodcastGlobal equities: Earnings expectations remain strong
Equities in the US, Europe, Japan and emerging markets should see strong second quarter earnings growth. As Nadia Grant, Head of Global Equities, tells Chief Market Strategist, Daniel Morris, year-to-date equity returns have been highly concentrated, notably AI-linked hardware stocks ‘at the expense of everything else, particularly software’.
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White papersWhen safe isn’t safe
Artificial intelligence is real, powerful, and beginning to reshape the economy. What is yet to be determined, however, is whether financial markets have pulled forward too much of this future too quickly, and into too narrow a set of stocks. As AI becomes the dominant market narrative, the distinction between revolutionary technology and durable investment return rarely mattered more.
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WebinarWebinar replay - Are investors looking beyond mega-cap tech?
In this webinar replay, Premier Miton US Fund Managers Aditya Khowala and Alex Knox, explore current market conditions, discuss emerging investment themes, and explain how they are navigating a changing landscape. This is a marketing communication.
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White papersRotations are playing out
In US equities, recent weeks have shown that despite low market volatility, single stock volatility is rising, as investors increase scrutiny. Market expectations for the upcoming earnings season are high, leaving the market vulnerable to some fragility in case of disappointment.
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PodcastETF inflows: Heading for a record high?
June saw particularly strong inflows into exchange-traded funds (ETFs), taking total assets under management in UCITS* ETF beyond €3 trillion for the first time. While dominated by equities, inflows into bond ETFs were also significant, reaching the €30 billion threshold for the first time.
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White papersMore US Stocks Are Marching to a Different Beat
AI leadership has left many stocks moving to a different rhythm. Investors should tune in.
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White papersEquity Outlook 3Q 2026: Broadening Earnings Growth Meets Elevated Volatility
We believe the market will continue to rally—driven by broadening earnings, not multiple expansion—though the grind higher may be bumpier as risk mounts.
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White papersA unique market moment and the case for active judgement
We are living through an extraordinary market environment. The level of concentration in many equity benchmarks has increased significantly.
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VideoTalking Markets: UK Equity Markets
In this video, Gervais Williams, Fund Manager, shares his perspective on the UK stock market and the key drivers behind the performance of the Premier Miton UK Multi Cap Income Fund in recent years. From sustained investor outflows from UK equities to evolving global economic trends, he outlines why these shifts may be creating a more compelling backdrop for UK equity income stocks.
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PodcastKnow What You Own: Joe Amato on the AI Rally, Mega-Cap IPOs, and the Hidden Risk in Passive
US equities have proven remarkably resilient this year. Despite the Middle East conflict, energy price pressures, and an uneven global backdrop, the market has powered higher on AI enthusiasm and broad-based earnings growth. But beneath the headline numbers, the questions that matter most are about durability, valuations, and what investors actually own.
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White papersHealthcare Investing: Finding Growth Beyond Pharmaceuticals
Equity investors should cast a wide net to capture the healthcare sector’s full potential.
