Fixed On Bonds

Premier Miton's Bond Blog

When the bond market stops rewarding risk

Lloyd Harris and Simon Prior

Recent market volatility has exposed a simple reality: investors no longer need to take significant duration or credit risk to generate attractive levels of income. Lloyd Harris, Head of Fixed Income and Simon Prior, Fund Manager, discuss why discipline may be proving more valuable than reaching for return in today's fixed income market.

AI, commodities and the cost of capital

The biggest risk in credit may not be a collapse in corporate fundamentals. It may simply be that there is...

The Burnham bounce in bonds may be behind us

There is no doubt that the summer of 2026 will be remembered for two things: the remarkable run of sunshine...

Oil: Too Calm, Too Soon?

Assistant Fund Manager Kishan Paun argues that oil prices may be reflecting relief, not reality. He examines the risk that...

Deglobalisation: Downing the desire for duration

Simon Prior, Fund Manager, discusses why deglobalisation is marking a shift from decades of disinflation, bringing renewed inflationary pressures through...
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