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
Quick Links: Shaun McDade discusses markets and provides an update on our model portfolios in the MitonOptimal quarterly market video report, Q4, 2018. Shaun is the Joint Managing Director of MitonOptimal Portfolio Management in Guernsey, for the MitonOptimal group of companies and a member of the MitonOptimal Investment Management Committee. For more of the team’s views
A sizeable and aggressive risk-off episode, reflecting escalating fears over global economic conditions, transformed an otherwise okay year for most markets into what has been described as an “annus horribilis” over the fourth quarter. Developed equity benchmarks suffered their largest falls since the nadir of the Eurozone debt crisis in 2011, feeding through to credit
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
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.