The Great Value Conundrum

The Great Value Conundrum

It is often said that the most dangerous words in investment are “This time it’s different”. Indeed, long-term economic and market cycles, the principle of mean reversion and the generally accepted tenet that, while history doesn’t necessarily repeat itself, it certainly rhymes, are all central to the philosophy of most asset managers. I can vividly

Blessed are the Cheesemakers?

Blessed are the Cheesemakers?

The unintended consequences of trade barriers. “Obviously it’s not meant to be taken literally; it refers to any manufacturers of dairy products” – Monty Python, Life of Brian As President Trump sets off trade clashes with countries across the world, traditional US business partners move towards retaliatory barriers to American goods. For US cheesemakers, the

Blockchain Technology – “A Solution still seeking a Problem.”

Blockchain Technology – “A Solution still seeking a Problem.”

The quote “A Solution still seeking a Problem.” is taken from the Barclays Equity Gilt Study 2018 and summarises succinctly theirs, and a growing number of other institutions’, view of Blockchain technology. Putting it another way, the technology involved in Blockchain is both impressive and potentially useful, if we could only find a suitable use

Are your client portfolios ‘antifragile’?

Are your client portfolios ‘antifragile’?

“Not seeing a tsunami or an economic event coming is excusable; building something fragile to them is not.” [Nassim Nicholas Taleb]   After an extended period of benign equity market conditions, February 2018 saw the return of volatility. Rather like seismologists, portfolio managers are continually monitoring for signals of a ‘financial earthquake’, but predicting the

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

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+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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