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GLOBAL MACROECONOMIC OVERVIEW INVESTOR UPDATE | AUGUST 2022

GLOBAL MACROECONOMIC OVERVIEW INVESTOR UPDATE | AUGUST 2022

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 2022 | MARKET & PORTFOLIO COMMENTARY

JULY 2022 | MARKET & PORTFOLIO COMMENTARY

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...
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...
QUARTERLY MARKET INSIGHTS: Q2 2022

QUARTERLY MARKET INSIGHTS: Q1 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...