Tamryn Fortuin, Author at MitonOptimal Group

Convertible Bonds – Should they be an addition to a diversified portfolio?

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

Will we see a convergence in 2019?

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

If only investing was as simple as football…

We are one week into the Football World Cup and I thought it might be interesting to assess the correlation, if any, between a nation’s stock market and macroeconomic picture to their form at the 2018 tournament and whether this could give us an indication of a possible winner. We will start by looking at

The ‘India Stack’ Concept – Good or Bad Idea?

I recently returned from an investment forum hosted in London, at which various fund managers and investment professionals presented on technology and innovation as a disruptor within industries and economies. One presentation was of particular interest, not least because it combines two themes we have implemented within our private client models: technology and India. We

This Time it Really is Different

As I sat down to write this week’s MitonOptimal weekly comment on the difficulties in and complications of ‘the endeavour to time the market’, I was sidetracked by the news that the NASDAQ Composite Index had reached another all-time high, getting above 6,600 intraday on the 10 October. The spectacular rise in the index, (131.05%)

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The MitonOptimal group of companies are independent multi-asset investment managers, majority owned by our management and directors. With a growing AUM of GBP818m, we employ over 60 staff across offices in Guernsey, South Africa, United Kingdom and Jersey. Our primary business focus is the delivery of Discretionary Investment Management and Client Portfolio Management services to a global client base of intermediary and private clients, as well as a range of regulated funds.