Fixed On Bonds

Premier Miton's Bond Blog

The Burnham bounce in bonds may be behind us

Simon Prior

There is no doubt that the summer of 2026 will be remembered for two things: the remarkable run of sunshine in the UK and the relative smoothness of the Labour Party's leadership transition.

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...

Starmer Drama

Lloyd Harris, Head of Fixed Income, discusses why, as UK borrowing costs push higher, attention often turns to political developments,...

Trump the “paper tiger”. The move from Iran’s implicit leverage to explicit control in the Strait of Hormuz

Iran’s shift from implicit to explicit control of the Strait of Hormuz marks a structural change for markets. Lloyd Harris,...
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