Quarterly Commentary – Q2, 2019 – Blair Campbell of MitonOptimal Portfolio Management in Guernsey discusses the 2019-Q2 markets and portfolio performance and the quarter ahead.
Rewind to the 4th Quarter of last year when numerous commentators and analysts were calling an end to arguably the longest bull market in history – certainly since World War II – with major indices, such as the S&P quadrupling since the lows of 2009. Since the end of Q4, and as we approach the
In the last week, world equity markets, as measured by the MSCI World Index, have dipped back into “correction” territory with the benchmark in question having fallen back below the -10% mark (at the time of writing -11.24% in USD terms) from its September peak. The sell-off across risk assets has been variously attributed to
In a recent Weekly Comment entitled ‘The Big Picture US Interest Rate Debate ’ penned by Scott Campbell (no relation to your modest scribe), the article underlined that we are in the early stages of a multi-year period of rising US interest rates. What wasn’t touched on, however, is the divergence in monetary policy currently
Portfolio Manager Blair Campbell appeared on the Fine Business Radio show in Cape Town with Lindsay Williams. (July 2, 2018) [Source: FMR101.3 – Lindsay Williams – July 2, 2018] The show’s host, Lindsay Williams ([email protected]), presents individual features that are aimed to broaden the target audience and distinguish FBR from the present clutch of shows
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.
The MitonOptimal group of companies are independent multi-asset investment managers, majority owned by our management and directors. We employ over 50 staff across offices in Guernsey, South Africa and the United Kingdom. Our primary business focus is the delivery of Discretionary Investment Management and Client Portfolio Management services to a global client base of intermediary and private clients, as well as a range of regulated funds.
The MitonOptimal group of companies are independent multi-asset investment managers, majority owned by our management and directors. We employ over 50 staff across offices in Guernsey, South Africa and the United Kingdom. Our primary business focus is the delivery of Discretionary Investment Management and Client Portfolio Management services to a global client base of intermediary and private clients, as well as a range of regulated funds.
