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Global Market Overview Global markets began 2026 with a noticeably broader “risk-on” tone than we had become accustomed to in late 2025. While US equities still delivered positive returns, leadership was less concentrated, and the month’s “story” was as much about...
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 Core Thesis: The market is undergoing a structural shift away from US-centric...
At MitonOptimal we take asset allocation (AA) very seriously, taking into consideration both Strategic AA (3-7 years) and Tactical AA within the various asset classes. This quarterly piece provides insight into our short term tactical calls on a 12-month view...
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 Commodities: Structural vs. Cyclical: The key debate will continue for some time...
Global Market Overview Global markets entered the final month of 2025 with momentum already moderating, and December ultimately confirmed a transition from a broad risk-on environment to a more selective, late-cycle phase. While global equities delivered positive...
