All White papers articles – Page 16
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White papersA balancing act – Investing in sustainable forestry while safeguarding biodiversity
While the idea of natural capital and nature-based solutions is spreading amongst the investment community, the initial focus has been on a forest’s ability to sequester and store carbon. However, few investors know what sustainable forest management seeks to achieve, and why it can indeed be one of the answers to safeguarding biodiversity.
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White papersInvestment Outlook – Finding opportunities and tackling volatility
Already early into the new year, it is becoming clear that ‘looking for opportunities as markets shift’ and ‘dealing with volatility’ are the standout themes for 2025, as we had signalled in our Investment Outlook Opportunities in a volatile world.
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White papersEuropean leveraged loans outlook 2025: The recovery continues
As we enter 2025, optimism surrounding the European leveraged loans market builds despite the geopolitical backdrop remaining unpredictable. This outlook reviews the factors that defined the European loans market in 2024 and discusses the key drivers likely to impact it over the next 12 months.
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White papersThe Year Ahead for Bond Markets
Why we think 2025 presents a favorable backdrop for fixed income investors, despite the potential for rising volatility.
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White papersBond Markets and the tricky balancing act
With UK government borrowing costs soaring, is the Chancellor on wobbly footing? Read the latest Fixed on Bonds blog from Premier Miton which highlights how important it is not to forget how much has changed since the GFC and pandemic.
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White papersNavigating 2025: The Intersection of Sustainability and Pragmatism
How political trends could shape policy decisions and regulatory frameworks this year
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White papersWhat will Trump’s Presidency mean for European mid-caps?
With Donald Trump taking office on 20 January, Premier Miton fund managers Carlos Moreno and Thomas Brown consider the potential impact on European firms.
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White papersSpotlight on US SMID cap stocks
Small and mid-cap companies are a vital part of the US economy, with a unique edge in today’s market landscape. In this video, we explore the advantages of investing in US SMID (small and mid-cap) stocks, especially as the rate-cutting environment opens new growth opportunities.
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White papersEquity Market Outlook 1Q 2025
We believe a strong economy, rebounding industrial activity, improving liquidity and rising animal spirits should continue to support corporate earnings growth and a broadening of the U.S. equity market in the coming year.
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White papersThe Potential Power Of AI Agents
Unlike traditional bots, these virtual helpers can learn, adapt and manage tasks dynamically—putting us on the cusp of true AI proliferation.
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White papersDC and Bonds: The End of the Affair…and a New Beginning
Bonds’ traditional role in pension allocations is over. But they have a new purpose in a lifetime income strategy.
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White papersU.S. equities: Climbing the valuation wall
Investors enter 2025 with cautious optimism following a stellar 2024 for equities, as stretched valuations and elevated bond yields pose near-term challenges. Despite these potential headwinds, strong earnings growth remains the driver of market performance—if earnings deliver as expected, equities are likely to remain biased higher.
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White papers2025 Real Estate Outlook: Tipping Point
The post-COVID years have been characterized by dramatic shifts in economic conditions, capital markets and the geopolitical landscape. No two years have been quite the same, and uncertainty in the outlook for the economy in general, and commercial real estate in particular, has been historically elevated.
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White papers2025’s Biggest Blockbuster – Utilities vs. Interest Rates
Premier Miton’s Jim Wright, Fund Manager of the Premier Miton Global Infrastructure Income Fund, shares the three reasons behind electricity demand growth in the USA, and why they are long term trends, rather than short term impacts.
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White papersPrivate Credit Outlook: Expanding the Universe
The journey from niche asset to core allocation looks set to continue.
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White papersRelative Value & Tactical Asset Allocation Q1 2025
Although the uncertainty of the U.S. election is over, uncertainty regarding the prioritization of announced policies creates a broader range of possible outcomes in 2025. An anticipated deregulatory environment should be positive for overall growth, while tariffs could work against global economic activity and temporarily boost inflation pressures.
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White papersThe hare or the tortoise? A unique approach to investing in the US
Hugh Grieves, Fund Manager of the Premier Miton US Opportunities Fund, looks back over his investment career, discusses his investment approach and highlights why dull boring businesses are the cornerstone of the fund’s investment portfolio.
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White papersBuying bonds: January macro and asset class views
2024 marked the fourth consecutive year of rising US yields, for the first time since the early 80’s. We have been patient in recent years going overweight duration in our multi-asset portfolios as we have persistently viewed the risks to US nominal growth relative to consensus expectations as skewed to the upside.
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White papersTackling inequality and inequity in healthcare
Inequity and inequality are all too common within the modern healthcare system, even in developed countries. The picture is not entirely bleak, however. As impact investors, we have identified several solutions providers finding ways to reduce and overcome the barriers to healthcare.
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White papersGlobal Macro Outlook: First Quarter 2025
We expect all major economies to continue to expand, with the US out front again, as well as positive momentum for business investment. The question for investors will be to what degree US outperformance will extend to the financial markets. Global headwinds are likely, especially in the trade channel in light of proposed tariffs and immigration policies, but our outlook remains generally positive.
