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17 MARCH 2026

17 MARCH 2026

MEETING PURPOSE Our investment team aim to meet every week to discuss the macro environment and how this could impact our current and future portfolio construction.     KEY TAKEAWAYS Market Shift: The Middle East conflict has triggered a market regime shift....
10 MARCH 2026

10 MARCH 2026

MEETING PURPOSE Our investment team aim to meet every week to discuss the macro environment and how this could impact our current and future portfolio construction.     KEY TAKEAWAYS Risk Reduction: Reduced global equity exposure in our offshore fund from 70% to...
FEBRUARY 2026 | MARKET AND PORTFOLIO COMMENTARY

FEBRUARY 2026 | MARKET AND PORTFOLIO COMMENTARY

Global Market Overview Global markets delivered a more nuanced picture in February, with leadership continuing to broaden beyond the traditional US large-cap growth complex. While the MSCI World was broadly flat for the month at 0.73% in USD, and the S&P 500 and...
2 MARCH 2026

2 MARCH 2026

MEETING PURPOSE Our investment team aim to meet every week to discuss the macro environment and how this could impact our current and future portfolio construction.     KEY TAKEAWAYS Geopolitical “Fire Alarm”: The Middle East conflict is the immediate...
17 MARCH 2026

24 FEBRUARY 2026

MEETING PURPOSE Our investment team aim to meet every week to discuss the macro environment and how this could impact our current and future portfolio construction.     KEY TAKEAWAYS Continued Offshore Fund Outperformance: The MitonOptimal International Managed...