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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...
“The Astute Bold model portfolio was constructed to pursue above-equity returns while capping leverage and complexity.” Citywire South Africa features our Hedge Fund model portfolio. READ THE FULL FEATURE HERE The content of this interview is for...
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 US exceptionalism remains strong due to corporate profitability and productivity...
Global Market Overview Global markets rallied strongly in June as dovish signals from the US Federal Reserve, optimism over artificial intelligence (AI) demand, and broad-based US Dollar weakness lifted sentiment across asset classes. The MSCI All Country World Index...
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 Yield curve steepening expected; short rates likely to decrease while long rates...
