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4 NOVEMBER 2025

4 NOVEMBER 2025

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 The “Great Debasement Trade” Drives Markets: Central bank rate cuts...
28 OCTOBER 2025

28 OCTOBER 2025

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 The “Great Debasement Trade” Drives Markets: Central bank rate cuts...
22 OCTOBER 2025

22 OCTOBER 2025

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 The team remains cautiously bullish on commodities and optimistic on South...
4 NOVEMBER 2025

14 OCTOBER 2025

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 Strategy remains cautious but opportunistic on global and local markets; focus...
QUARTERLY MARKET INSIGHTS | Q3 2025

QUARTERLY MARKET INSIGHTS | Q3 2025

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...