The term ‘chaebol’ is given to large conglomerates that are controlled by a family in South Korea. A backdrop of chaebols has pollinated a culture of poor corporate governance and often complex corporate environment; corporations are often multi-faceted businesses with material cross holdings. Historically the relationship between the chaebols and the government has been an
It seems an awful long time ago, but when I would go to football training as a kid, I’d fret about what kit to wear, not wanting to stand out. My Dad would say to me “don’t worry about what everyone else is wearing, you’re there to do a job, it’s not a fashion show”.
One aspect of our multi-asset fund asset allocation that has historically taken up a lot of airtime during investment committee meetings is that of the ‘alternative’ sector, which can often be rather subjective in its interpretation and the subsequent merits about inclusion in the portfolios questioned. My own views are not necessarily representative of the
MitonOptimal (UK) Ltd is pleased to report that Peter Geikie-Cobb will be joining the company from April 9th, 2018 to work alongside James Sullivan and the team across the multi-asset suite of funds and risk profiled model portfolios. Peter will adopt the title of Senior Fund Manager and become co-manager on the Coram Global Defensive,
James Sullivan appears as a guest speaker on the FMR101.3 Fine Business Radio show in Cape Town, discussing the global market indicators with Lindsay Williams and whether it is time to position towards value in portfolios. [Source: Fine Business Radio – Lindsay Williams – January 22, 2018]