Sarah Cowan

The Global Real Estate Return Expectations Debate

At MitonOptimal, we subscribe to a dynamic strategic asset allocation process and debate the real/absolute return prospects for each investable asset class in our regulated universe. Each member of the team makes a contribution per asset class which is followed by a debate and a team decision. The results are used to run our optimization

Learning to Cut Through the Chatter

Roeloff Horne appears on the FMR101.3 Fine Business Radio Show with Lindsay Williams (April 16, 2018) to discuss the confusing amount of ‘chatter’ circulating around the markets and the importance of learning to cut through the chatter to get to the whole picture, before making investment decisions. [Source: FMR101.3 – Lindsay Williams – April 16, 2018]

Are you afraid that it is time to get off the roller coaster?

Are you afraid that it is time to get off the roller coaster? Roeloff Horne chats with Lindsay Williams, on FMR101.3’s Fine Business Radio show, the roller coaster ride the markets have taken us on over just the last two or three months, and whether or not investors should remain positive or negative regarding their

Is the world about to become normal again?

The key factor discussed in our recent annual global strategic asset allocation meeting was the trajectory of inflation in developed markets (DM). Within days of that meeting, the U.S. Equity indices had reacted to improved wage bill numbers, and the fear of inflation and a subsequent spike in U.S. bond yields started a correction in

ANC elections – A game changer for South Africa?

Roeloff Horne discusses the global markets as we head in the Christmas break and the impact of the ANC election on the South African investment market. [Source: FMR101.3 – Lindsay Williams – December 18, 2017]

Global

Group

Go to MitonOptimal Group

The MitonOptimal group of companies are independent multi-asset investment managers, majority owned by our management and directors. With a growing AUM of GBP880m, we employ over 70 staff across offices in Guernsey, South Africa, United Kingdom, Isle of Man, Singapore 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.