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Talking Markets – Infrastructure Investing
In this episode of Talking Markets, Fund Manager, Jim Wright, discusses the key trends and themes he is currently seeing across the infrastructure sector, the impact of rising electricity demand in the U.S, politics and infrastructure spending, and the current positioning of the Premier Miton Global Infrastructure Income Fund.
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10 Minute Masterclass—Senior Secured Loans
Senior secured loans offer a unique blend of attractive yield potential with some protection against both credit and interest rate risk. At a high level, senior secured loans have the potential to provide attractive risk-adjusted returns and other portfolio benefits.
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Talking Markets – Pan European Property
In this episode of Talking Markets, Alex Ross, Fund Manager of the Premier Miton Pan European Property Share Fund discusses the prospects for the Pan European Property sector, why the move to green office space is creating such an opportunity and explains why the team have a focus on investing in REITs, which are internally managed.
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LGPS Institutional Masterclass – Sustainable Investing
Join host Mark Colegate in this LGPS Masterclass on Sustainable Investing, exploring the significance of Emerging Markets. Experts discuss integrating ESG factors, Sustainability definitions, and balancing financial returns with societal impacts. With insights on chip manufacturing’s sustainability and global regulation shifts, the discussion navigates complexities in achieving a sustainable future.
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Talking Markets – Contingent Capital
Head of Fixed Income, Lloyd Harris and Credit Analyst, Cameron Geering give an overview of contingent capital, its diversification benefits along with why they like the asset class and what gives them a competitive edge as investors.
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Talking Markets – US Opportunities
With the US economy in good shape, and earnings growth coming through, how are valuations looking in the US market? Join Hugh Grieves, Fund Manager of the Premier Miton US Opportunities Fund, as he discusses politics, macroeconomics and what could be in store for the future.
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Our outlook for India: The view from the GEMs desk
In this video, James Cook, Investment Director, Emerging Markets, sits down with Vivek Bhutoria, Co-Portfolio Manager, Global Emerging Markets Equity, to discuss valuations in India and the prospects for the country’s economy in the long term.
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Fixed-income outlook: Shifting opportunities for bond investors
You don’t need interest rates to go down to succeed in fixed income, but you do need to look closely to find relative value.
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How Insurers Are Addressing Earlier Low-Rate Investments
Ken Griffin recently joined industry leaders on AM Best TV to discuss how insurers are managing assets amid shifting market dynamics and regulatory changes.
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The growth of asset backed lending in Europe: A journey set to continue
The sustained rise of asset backed lending (ABL) in Europe has been driven by well understood factors. These include a continued bank retrenchment in Europe, regulatory pressures, technological developments and banks seeking balance sheet optimisation. Together these factors have propelled the ABL market forward.