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NOVEMBER 2023 | MARKET & PORTFOLIO COMMENTARY

NOVEMBER 2023 | MARKET & PORTFOLIO COMMENTARY

The financial markets concluded the month of November on a positive note, driven by emerging indications of economic moderation in the United States and a decrease in inflation across developed markets. The released data broadly reinforced the notion that central...
QUARTERLY MARKET INSIGHTS: Q2 2023

QUARTERLY MARKET INSIGHTS: Q2 2023

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...
BOUTIQUES CONNECT | ASSET TV

BOUTIQUES CONNECT | ASSET TV

George Dell, Executive Director – Discretionary Fund Management, speaks to AssetTV about our journey, core offering and how we support advisers. The content of this interview is for information purposes only and does not constitute an offer or invitation to any...
QUARTERLY MARKET INSIGHTS: Q2 2023

QUARTERLY MARKET INSIGHTS: Q1 2023

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...
GLOBAL MACROECONOMIC OVERVIEW INVESTOR UPDATE | FEBRUARY 2023

GLOBAL MACROECONOMIC OVERVIEW INVESTOR UPDATE | FEBRUARY 2023

In this video, Roeloff Horne (Executive Director, Head of SA Portfolio Management) provides a 20 minute macro overview, looking at the global and local landscapes, as well as an investment outlook going forward. This video provides context to investor portfolios and...