Is it a bubble and, if it is, how best to position portfolios?

14 November 2025

These are the questions top mind for many investors at the moment. says Anthony Rayner, Fund Manager, Premier Miton Macro Thematic Multi Asset Team. This question comes up at some point in pretty much every client meeting at the moment and, understandably so, with many financial assets at, or close to, record highs. Indeed,...