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
Head of Portfolio Management, Roeloff Horne, provides a global macroeconomic update to assist our advisers in distilling the current market climate for their clients. We discuss the following topics: The change in the global investment landscape Short term scenarios...
July was a good month for risk assets in general. We saw some positive signs after months of risk-off behaviour and markets responded accordingly. The Nasdaq saw its best month since 2020, gaining 12.2% during July. From a global perspective, the world is still in a...
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...
Head of Portfolio Management, Roeloff Horne participated in AssetTV’s series, In The Hot Seat. This DFM edition hosted a panel of experts discussing: The changes to Regulation 28 and its impact How local DFMs compete with offshore DFMs What can be considered a...
During this month, we attended various asset manager presentations in London as well as the Citywire Conference at Fancourt. Many views were shared and collectively we had exposure to more than 40 manager presentations over two weeks. Following the last two weeks, a...
