Andy Pfaff, Head of Commodities, considers the impact of information technology on financial services.
Quarterly Commentary – Q2, 2019 – Blair Campbell of MitonOptimal Portfolio Management in Guernsey discusses the 2019-Q2 markets and portfolio performance and the quarter ahead.
Shaun McDade, Joint MD (Guernsey) and Head of International Portfolio Management, looks back over the second quarter of 2019 and the key influences on markets.
This hackneyed expression of “Time in the market” is trotted out by the perma-bulls every once in a while. The cynical amongst us suspect it is when their assets under management (AUM) are threatened. It has the same simplistic catch-line and absence of logic as populist political slogans – usually in red – and many
The MitonOptimal Guernsey team offer up their views on markets in this Quarterly Market Video Report. Questions covered and their respective timestamps are listed below: What changes have you seen in the market environment over the last quarter? (Shaun McDade) How have holdings in the portfolios performed over the last quarter? (Blair Campbell – 05:48)
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