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QUARTERLY MARKET INSIGHTS: Q2 2022

QUARTERLY MARKET INSIGHTS: Q2 2022

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...
ASSET TV: IN THE HOT SEAT | DFM

ASSET TV: IN THE HOT SEAT | DFM

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...
JUNE 2022 | MARKET & PORTFOLIO COMMENTARY

JUNE 2022 | MARKET & PORTFOLIO COMMENTARY

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...
RISKY BUSINESS

RISKY BUSINESS

This article was originally published in the May 2022 edition of MoneyMarketing. Most of the benefits a Discretionary Fund Manager (DFM) affords advisers are well known and well documented – from a dedicated investment team running clients’ investments through to the...
MARCH 2022 | MARKET & PORTFOLIO COMMENTARY

MARCH 2022 | MARKET & PORTFOLIO COMMENTARY

It was another month of risk-off behaviour in equity markets in general, but especially in most Emerging Markets. The Russia-Ukraine war is still playing a massive role in risk appetite around the world, with the outcome still highly fluid with any news, positive or...