Please note: the only social media platform used by MitonOptimal is LinkedIn. MitonOptimal will not use any social media platforms to transact with advisors or investors. Should you suspect any fraudulent activity or suspicious interactions, please get in contact with our team: mail@mitonoptimal.com
SEPTEMBER 2025 | MARKET AND PORTFOLIO COMMENTARY

SEPTEMBER 2025 | MARKET AND PORTFOLIO COMMENTARY

Global Market Overview Global equity markets entered the final quarter of 2025 with measured optimism, buoyed by the Federal Reserve’s long-anticipated rate cut in September — its first since 2024. The decision to trim rates by 25 basis points to 4.25% signaled a...
30 SEPTEMBER 2025

30 SEPTEMBER 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 Markets showing signs of frothiness in certain areas (e.g. top 7 US stocks, gold...
BLUE CHIP: HEDGE FUND GUIDE

BLUE CHIP: HEDGE FUND GUIDE

We are pleased to be featured in the Blue Chip 2025 Hedge Fund Guide. This comprehensive resource provides answers to key questions about DFMs, including: What are hedge funds? How did hedge funds develop, globally and in South Africa? What types of hedge funds are...
FIVE IN FIVE | FOORD ASSET MANAGEMENT

FIVE IN FIVE | FOORD ASSET MANAGEMENT

Head of Portfolio Management, Jacques de Kock, chats to Nick Balkin, Chief Investment Officer at Foord Asset Management, in our series, Five In Five. This series gives you a glimpse into our due dilligence process and will bring you insights from some of South...
AUGUST 2025 | MARKET AND PORTFOLIO COMMENTARY

AUGUST 2025 | MARKET AND PORTFOLIO COMMENTARY

Global Market Overview Global markets ended August on a resilient note, though the picture was mixed across regions and asset classes. The MSCI World Index advanced +2.61% in USD, while the broader MSCI ACWI rose +2.47%, showing continued investor appetite for risk...