by Andy Pfaff | Sep 5, 2019 | All Articles, Andy Pfaff, MitonOptimal Group, Weekly Comment
Andy Pfaff, Head of Commodities, considers the impact of information technology on financial services.
by Andy Pfaff | Jun 5, 2019 | All Articles, Andy Pfaff, MitonOptimal Group, Weekly Comment
A time in the market or timing the market? Our Head of Commodities, Andy Pfaff, discusses it in this week’s commentary.
by Andy Pfaff | Feb 22, 2019 | All Articles, Andy Pfaff, MitonOptimal Group, Weekly Comment
“What are your thoughts on platinum and palladium? Palladium is so overbought it’s ridiculous and I’ve been waiting for a proper correction, but it’s just riding the electric vehicle surge. Do you think a correction is due?” Last week a friend’s son who had recently started work in the investment industry in London asked my
by Andy Pfaff | Nov 16, 2018 | All Articles, Andy Pfaff, Commentary, MitonOptimal Group, MitonOptimal PM (SA), Weekly Comment
I attributed this quote to the economist John Maynard Keynes in my last Weekly Comment in August (“As per John Maynard Keynes, change your mind – portfolio positioning – when the facts change. But not before”). There is some disagreement on the origin of this quote, but apparently the comment should have been attributed to
by Andy Pfaff | Aug 28, 2018 | All Articles, Andy Pfaff, Commentary, MitonOptimal Group, Weekly Comment
It is trite to note that humans consistently display a magnificent capacity to mentally project any current trend infinitely into the future in a linear fashion – particularly bull markets in equities – and to demonstrate amazement & horror when these fail to materialise. It is equally trite to state that financial asset valuations have
