White papersGlobal SMID Equity Engagement*, Q4 2025 case study: Credicorp
Our Global SMID Equity Engagement Q4 2025 case study looks at Credicorp, Peru’s leading financial group, and the vital role it plays in promoting financial inclusion in the country.
White papersWhy our improved credit outlook explains tight spread levels: 360°, Q4
Our confidence in moderate, credit-friendly growth on a global basis has improved.
White papersThe Bull, the Bear and the Bubble
Many bull markets lead to bubbles, then bears, but the present bull is no bubble…yet.
White papersTaking the measure of private equity
Investors have multiple metrics to assess performance.
White papersWill EMD outperformance continue in 2026?
Emerging market debt (EMD) is heading into 2026 bolstered by a supportive backdrop, underpinned by structural reforms and credible monetary policy at leading EM central banks.
White papersLooking Ahead to 2026: Opportunities in Fixed Income
Lloyd Harris, Head of Fixed Income at Premier Miton, shares his outlook for the year ahead and how the team are positioning portfolios.
White papersRelative Value & Tactical Asset Allocation Q1 2026
The dispersal of artificial intelligence (AI) and related technologies across the economy is creating both optimism and pessimism. Job disruptions caused by the spread of this technology appear to be manifesting in rising youth unemployment, a development that has real social and economic impacts in both the short and long term — both on the workers directly impacted and on their families.
White papersGlobal Risks Outlook 2026: Cloudy with a Chance of Boom
Heading into 2026, investors face a shifting landscape shaped by economic, policy, and geopolitical risks that cut across asset classes. Understanding these forces is essential to interpreting the environment ahead. In this Global Risks Outlook, we outline the macro forces that may influence 2026, including labor-market pressures, ongoing trade policy unpredictability, evolving AI-driven investment trends, and a complex geopolitical backdrop.
White papersKeeping the lights on: How utilities are meeting AI’s energy needs
As we head into year-end, the question on many investors’ minds is: “What’s next?” While some themes have run their course, one opportunity continues to stand out - listed infrastructure. In this note, Jim Wright, Fund Manager of the Premier Miton Global Infrastructure Income Fund, explains why affordability concerns remain and how innovative solutions and cost-sharing models are emerging to address these challenges.
White papersNetflix and the Credit Implications of an M&A Surge
How could the new wave of high-profile dealmaking affect the investment grade landscape?
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