Premier Miton Investors

Income funds are gaining renewed attention, and advisers are exploring a range of ways to use them in client portfolios. In this week’s Perspectives, Fund Manager David Jane discusses the ongoing debate around whether income funds inherently underperform growth strategies. While some believe income generation limits performance, multi-asset strategies, when managed with flexibility, may offer a different outcome. Discover in this week’s Perspectives why advisers are turning back to income funds. https://bit.ly/3WH4f6i For investment professionals only. Capital at risk. #IncomeFunds #FinancialPlanning #RetirementStrategies #PremierMiton #IFAInsights #TaxPlanning #MultiAssetApproach #Perspectives

On Friday our colleague Neil Harris braved the cold and discomfort to take part in the Step by Step Partnership Ltd Sleep Out. For one night, Neil gave up the comfort of his bed to raise awareness and vital funds for Step by Step, a charity that empowers young people facing homelessness and hardship. Their work is life-changing, offering safe accommodation, personal development, and specialist support to help young people rebuild their futures. We’re incredibly proud of Neil for stepping up and making a difference. Thanks to his efforts — and the generosity of those who donated — we’ve helped shine a light on youth homelessness and contributed to a cause that truly matters. It’s not too late to support: Donate here https://lnkd.in/exyqQ622 #TeamSupport #SleepOut2025 #StepByStep #YouthEmpowerment #FundraisingForChange #PremierMiton 

Brave New World indeed. This week’s geopolitical and market developments read like an Iron Maiden setlist — dramatic, defiant, and full of unexpected riffs. In Gaza, a new peace deal offers hope that headlines of conflict may finally begin to fade. Meanwhile, the US government shutdown has returned, echoing the 2018 standoff. While markets remain calm for now, data dependency means policymakers are still ‘Powerslaves’ to uncertainty. Japan saw history made as Sanae Takaichi became the first female leader of the LDP, a bold move that sent the Yen down but had equities ‘Running Free’. Her heavy metal credentials and admiration for Thatcher have earned her the nickname ‘Iron Lady’, and yes, she’s an Iron Maiden fan. France’s PM Lecornu saw ‘The Writing on the Wall’ and resigned, only to be recalled from his ‘Run to the Hills’ to prevent fresh elections. Read more in this week’s news and views from our MPS Investment team https://lnkd.in/eX7Pe9Pi For investment professionals only. Capital at risk. #investing #marketcommentary #MPS #EconomicOutlook #marketupdate #MPSViews #MacroUpdate #Geopolitics #BraveNewWorld #IronMaidenEconomics #Geopolitics #Markets #Gold #JapanPolitics #USShutdown

What does a disciplined approach to retirement income look like in today’s evolving regulatory landscape? Premier Miton’s, Mahgul Ansari explores how capital growth, quality stock selection, and sector diversification can help support the generation of a reliable income in decumulation. https://bit.ly/4h0WRMu For investment professionals only. Capital at risk. #retirementincome #incomeinvesting #capitalgrowth #investmentstrategy #premiermiton #financialplanning

We're Hiring: Business Development Administrator - located in London Are you a proactive, detail-oriented professional with a passion for supporting dynamic teams and delivering exceptional service? Join us as a Business Development Administrator and play a key role in working with and assisting our sales team. What You’ll Do: • Provide vital administrative support to our Distribution Team. • Client liaison, reporting, event coordination, and team assistance. • Collaborate across departments to support stakeholders with timely and accurate execution. • Champion a customer-first mindset. What We’re Looking For: • Strong organizational and communication skills. • A team player who thrives in a fast-paced environment. • Someone who brings energy, initiative, and a service-oriented approach. https://lnkd.in/eQWi7nag If you are interested in the role, please send your CV together with details of your Right to Work in the UK to [email protected] #Hiring #Vacancy #DistributionSupport #CustomerService #salessupportrole #JoinUs #AssetManagementJob

Is it time to trim gold? Gold has surpassed the $4,000/oz mark, driven by a mix of macro factors — from a weaker dollar and dovish Fed to geopolitical tensions and central bank buying. In this week’s Perspectives, Fund Manager Anthony Rayner explores how gold’s role as a diversifier has shifted, with its strong performance adding to equity beta rather than offsetting it. With mean reversion risks rising it could be worth reassessing exposure to gold in favour of resources like oil and industrial metals, helping to broaden the sources of risk across portfolios. https://bit.ly/4nSe1yv For investment professionals only. Capital at risk. #Investing #MultiAsset #ActiveManagement #Gold #Equity

Five years ago, Lloyd Harris, Head of Fixed Income and Fund Manager Simon Prior, joined Premier Miton, when UK 10-year gilts were at 0.131%, and the world was still debating whether to shake hands or fist bump. Since then, the team have navigated a whirlwind of global events: • Pandemic-induced stimulus and supply chain breakdowns • A war in Ukraine and the rise of deglobalisation • Market shocks from SVB and Credit Suisse • Political turbulence (including four UK Prime Ministers) • A bond market that’s transformed beyond recognition As the Fixed Income team celebrate a 5-year anniversary, Simon looks at how the macro backdrop has shifted dramatically over this time - globalisation gave way to sticky inflation, duration lost its defensive edge and trade dynamics fractured. Through it all, the team’s focus has remained the same: stay agile, stay disciplined, and adapt to the evolving credit landscape. The team believe Fixed Income isn’t about heroics, it’s about consistency, clarity, and compound thinking - here’s to the next 5 years! https://bit.ly/46K4Av5 For investment professionals only. Capital at risk. #FixedIncome #PremierMiton #BondMarkets #MacroStrategy #Geopolitics #Inflation #Deglobalisation #AssetManagement #Leadership #Resilience #ActiveInvesting

Wall of Worry or Rope of Hope? The market’s mood swing continues… In this month’s Market Watch, CIO Neil Birrell shares how interest rates are stealing the spotlight again with the Fed making its first cut since Dec 2024, signalling support for growth despite sticky inflation. Meanwhile, the Bank of England held firm, still wrestling with relentless price pressures. But here’s the twist - US job data is missing in action thanks to a government shutdown. UK markets look battered, but potentially undervalued and US tech is flying high on AI optimism. So what’s next? Will markets keep climbing the Wall of Worry rising despite fears? Or slide down the Rope of Hope falling as optimism fades? Read more in this month’s Market Watch. https://bit.ly/46WG2Od For investment professionals only. Capital at risk. #marketupdate #CIOview #financialmarkets #Investing #EquityMarkets #Geopolitics #MacroOutlook #MarketWatch #GlobalMarkets #UKEconomy #InterestRates #FedCut #BoE #GlobalMarkets #BullVsBear #AIStocks #UKInvesting #WallOfWorry #RopeOfHope

We're Hiring: Business Development Administrator - located in London Are you a proactive, detail-oriented professional with a passion for supporting dynamic teams and delivering exceptional service? Join us as a Business Development Administrator and play a key role in working with and assisting our sales team. What You’ll Do: • Provide vital administrative support to our Distribution Team. • Client liaison, reporting, event coordination, and team assistance. • Collaborate across departments to support stakeholders with timely and accurate execution. • Champion a customer-first mindset. What We’re Looking For: • Strong organizational and communication skills. • A team player who thrives in a fast-paced environment. • Someone who brings energy, initiative, and a service-oriented approach. https://lnkd.in/eQWi7nag If you are interested in the role, please send your CV together with details of your Right to Work in the UK to [email protected] #Hiring #Vacancy #DistributionSupport #CustomerService #salessupportrole #JoinUs #AssetManagementJob

Natural income strategies: is the retirement tide turning? In this thought-provoking video, Matthew Dewsnap Investment Director at QuantQual, joins David Jane, Fund Manager of the Premier Miton Cautious Monthly Income Fund, to explore the evolving landscape of retirement planning. They discuss: - The key challenges facing financial advisers today - What role natural income could play in pre and post retirement - How natural income could be a resilient retirement solution - The philosophy and process behind the Premier Miton Cautious Monthly Income Fund https://lnkd.in/geiEcEwc For investment professionals only. Capital at risk. #retirementincome #naturalincome #incomefund #multiasset #activeinvesting