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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...
PROPERTY – WHERE TO FROM HERE?

PROPERTY – WHERE TO FROM HERE?

“Double, double, toil and trouble” … Or, at least, so it seems. Listed property has been cast the villain of the South African asset classes for some time now, and maybe for good reason. Since the news broke of the alleged resilient misdealings late in 2017, it has...