Market Watch – March 2024
In this latest Market Watch, Neil Birrell, Premier Miton’s Chief Investment Officer, reflects on the interest rates saga and looks at where interest rates could be headed, while sharing why i...
Premier Miton Investors 23rd Apr 2024
H2Uh-Oh: The Thames Water Saga
In the latest blog Premier Miton’s Kishan Paun takes a look at the issues surrounding Thames Water. Kishan looks back over the history of the company, what has led to the current situation an...
Magnificent Seven or bust?
The US economy has continued to defy expectations. Rising interest rates have made little dent in the country’s GDP trajectory, with a buoyant jobs market supporting consumer spending. Howeve...
Adviser-Hub 23rd Apr 2024
Schroders | CIO Lens Q2 2024: why today's market conditions are very different to the 1990s
Johanna Kyrklund reflects on the differences between the 1990s tech bubble and markets now, while Nils Rode discusses the outlook for private markets and Andy Howard explains our approach to member...
Schroders 22nd Apr 2024
Transitional tax-free amount certificates
Where clients have accessed pension savings prior to 6 April 2024 and have therefore used part or all of their lifetime allowance, the lump sum allowance (LSA) and lump sum and death benefit allowa...
Fidelity Adviser Solutions 22nd Apr 2024
Talking Markets – Premier Miton Global Sustainable Optimum Income Fund
In this episode of Talking Markets, Duncan Goodwin, Fund Manager of the Premier Miton Global Sustainable Optimum Income Fund, shares the fund’s unique approach, discussing healthcare and ener...
Premier Miton Investors 19th Apr 2024
Perspectives - Dynamic portfolio construction is the heartbeat of a good multi asset fund
Why is dynamic portfolio construction essential when it comes to multi asset funds? In this week’s Perspectives, Fund Manager, Anthony Rayner, discusses how asset classes have behaved in Q1 2...
Market view: Asian stocks enter the dividend age
Asia has long been chiefly a growth story for investors – Fidelity portfolio managers Jochen Breuer and Lynda Zhou examine the case for Asian dividends.
Fidelity International 18th Apr 2024
Market view: Emerging markets: why the asset class is worth the "bother"
Faced with their critics, emerging markets continue to show significant potential in the second quarter and beyond, says abrdn.
abrdn 18th Apr 2024
Market view: Mixed economic signals puzzle fixed income investors
As central banks work to tackle inflation, Insight Investment asks: just how healthy are the prospects for European credit markets?
BNY Mellon Investment Management 18th Apr 2024
Are investors missing the vulnerabilities in the US economy?
Adviser-Hub 18th Apr 2024
Premier Miton Investors | Primary risk
Do markets get drawn to certain kinds of risks? Premier Miton’s Anthony Rayner explains why he believes this is the case, and suggests looking beyond the most eye-catching risks.
Premier Miton Investors 18th Apr 2024
abrdn | Following cashflows from China to Chile
The latest episode of abrdn’s Emerging Market Equities Podcast explores the world of emerging markets through an income lens.
Baillie Gifford | Scottish Mortgage: your questions answered
From the recent buyback announcement, to private company valuations and areas of growth in the portfolio, Scottish Mortgage managers Tom Slater and Lawrence Burns answer the questions put to them b...
Baillie Gifford 18th Apr 2024
Why Scottish Mortgage favours founder-led companies
Companies led by their creators offer big advantages for long-term investors: an inspirational vision plus the ability to push through radical change. Tom Slater, manager of Scottish Mortgage Inves...
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