Asset Allocation – Alternative Funds

Asset Allocation – Alternative Funds

One aspect of our multi-asset fund asset allocation that has historically taken up a lot of airtime during investment committee meetings is that of the ‘alternative’ sector, which can often be rather subjective in its interpretation and the subsequent merits about inclusion in the portfolios questioned. My own views are not necessarily representative of the

Time to position towards value?

Time to position towards value?

James Sullivan appears as a guest speaker on the FMR101.3 Fine Business Radio show in Cape Town, discussing the global market indicators with Lindsay Williams and whether it is time to position towards value in portfolios. [Source: Fine Business Radio – Lindsay Williams – January 22, 2018]  

Press Release: MitonOptimal to acquire  UK investment advisory business

Press Release: MitonOptimal to acquire UK investment advisory business

MitonOptimal is delighted to announce that it has agreed the acquisition of Central Investment Planning “CIP” in order to enhance its investment capabilities. With assets under advice exceeding £100m, the acquisition of CIP will enable MitonOptimal to develop its bespoke portfolio management offering, complementing the existing model portfolio service and multi-asset fund range. CIP, an

Prediction is very difficult, especially about the future

Prediction is very difficult, especially about the future

“Prediction is very difficult, especially about the future” Niels Bohr (1885 – 1962)     In keeping with the famous quote above, our outlook for stock markets in 2018 is unashamedly honest; it’s very difficult to predict. However, we have an opinion of course, and one based largely on facts and valuations, that the chances

Address

MitonOptimal Portfolio Management (CI) Limited
PO Box 354,
St Peter Port,
Guernsey,
GY1 3XF

Phone

+44 (0)1481 740044

Regulatory Information

MitonOptimal Portfolio Management (CI) Limited (Registration No. 36763) is licensed and regulated by the Guernsey Financial Services Commission under the Protection of Investors (Bailiwick of Guernsey) Law 1987, as amended.

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