Do We Need to Have a View on Every Political Scenario?

Do We Need to Have a View on Every Political Scenario?

A global and regional view from the perspective of our Cape Town office. The potential effects of global and domestic central bank policies, politics, geopolitical risks in our investment portfolios and on domestic currencies are not just the talk around dinner tables (or braais in South Africa), but also in our weekly MitonOptimal Group investment

Are South African Politics Harming Your Investments?

Q2, 2017 – Asset Allocation Report – South Africa

Be optimistic about owning international stocks facing the global consumer! The global growth scenario is improving by the day. The Eurozone economy continues to improve as industrial production and PMI numbers improved in May and June. Consumer confidence also improved and retail sales continue to grow positively as demand for credit continues to pick up

Are South African Politics Harming Your Investments?

Quarterly Market Report – South Africa – Q1, 2017

Roeloff Horne’s – Director & Head of South African Portfolio Management – quarterly market report for portfolio clients and subscribers to our regular updates. “Where we had Central Bankers saving an illiquid market during the credit crisis, by introducing quantitative easing and driving interest rates lower, we now have global and local political events influencing


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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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