Blair Campbell, discusses macro factors such as vaccine roll outs in developed and developing countries and inflation fears influencing markets in May.
Portfolio Manager, Blair Campbell, looks at another month in markets following successful vaccine roll outs and its impact on our portfolio construction.
Head of International Portfolio Management, Shaun McDade looks back over an eventful 3rd quarter and discusses how the array of macro events affected markets.
Quarterly Commentary – Q2, 2019 – Blair Campbell of MitonOptimal Portfolio Management in Guernsey discusses the 2019-Q2 markets and portfolio performance and the quarter ahead.
When viewed within the context of other fixed income assets, Emerging Market Debt (EMD) has a great deal going for it: it’s a mature, diverse and liquid market offering cheap valuations, relatively low default rates and attractive yields. Moreover, despite perceptions to the contrary, economic fundamentals for many EM countries are meaningfully superior to the
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
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.
