- White papers
Ready 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.
- White papers
US 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.
- White papers
Four-quadrant report
Insight into U.S. commercial real estate opportunities. Impact of economic, political, and investment trends on the four quadrants of real estate.
- White papers
Listed infrastructure: a missing piece in your portfolio
Investing in essential service providers, which are integral to our daily lives, results in unique investment characteristics that can diversify your portfolio across market cycles. The defensive growth profile of the asset class complements equities, fixed income, and private infrastructure. Integrating GLI into a traditional 60/40 portfolio by substituting 10% of equities holds the potential to provide similar returns while lowering overall portfolio risk.
- White papers
Global Market Perspectives, Q4 2024: Hard to be gloomy
Global policymakers have responded to weakening economic growth, raising the odds of a global soft landing.
- White papers
Fixed income perspectives 4Q 2024: Capturing fixed income opportunities as central banks shift gears
The outlook, themes, and investment implications for global fixed income markets
- White papers
Five areas of uncertainty we are monitoring
Remaining cautiously bullish as market grinds into fourth quarter.
- Video
Global equities: How sustainability gives the edge
In 2021, we launched our Sustainable Global Equity Fund, leveraging decades of experience in ESG investing. This fund integrates proprietary ESG analysis, impact investing, and active engagement to aim for medium-term returns while reducing its environmental footprint compared to benchmarks.
- White papers
Positioning EMD ahead of the US election
If Kamala Harris wins November’s vote, the status quo is unlikely to change significantly, but should Donald Trump triumph the implications for foreign policy are likely to be far-reaching.
- White papers
SDG Engagement Equity Q3 2024 case study: Varun Beverages
Indian multinational Varun Beverages is one of the largest bottlers of PepsiCo’s drinks in the world. It has posted revenue growth of more than 20% per annum over the past decade and its solid track record supports expectations of further success.