A Walk on the Wild Side – Adventures in Mortgage-Backed Securities

A Walk on the Wild Side – Adventures in Mortgage-Backed Securities

Sometimes the best investment ideas are the ones that take you outside of your comfort zone. In July of 2015, I took a call from a sales guy, from whom we had previously bought a US equity manager, pitching an idea for a soon-to-be-launched fund investing in US Mortgage-Backed Securities (MBS). Not any old MBS

December 2017, a watershed period for SA Politics and the economy

December 2017, a watershed period for SA Politics and the economy

S&P Global Ratings cut South Africa’s local currency debt score to junk, while Moody’s Investors Service put South Africa on review until February 2018 to be ranked to the same level, raising the risk of a sell-off from global bond indexes and a possible exodus of approximately ZAR 100 billion from S.A. The immediate impact

Things I learnt in Kilkenny

Things I learnt in Kilkenny

I recently attended Kilkenomics, in Kilkenny Ireland, and was incredibly privileged to hear from some of the greatest minds of our time. What, may you ask, is Kilkenomics? Well, simply put, it’s the world’s first festival of economics and comedy. Your next question surely has to be “How is that even possible?”. Well, the sessions

Are you insured for the worst?

Are you insured for the worst?

Scott Campbell appeared on the FMR103.1 Fine Business Radio show with Lindsay Williams, discussing the continued bull market and MitonOptimal’s view on the markets, including whether our portfolios are insured for the worst, for some degree of protection from a downturn for your portfolios. [Source: FMR103.1 – Lindsay Williams – November 14, 2017]  

Address

MitonOptimal International Limited
Suite 1, Weighbridge House,
Lower Pollet,
St. Peter Port,
Guernsey, GY1 3XF,
UK

Phone

+44 (0)1481 740044

Regulatory Information

MitonOptimal International Limited is registered in Guernsey (Registration No. 51561) and is the overlying holding company of the companies that make up the MitonOptimal Group.

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