by Roeloff Horne | May 15, 2019 | All Articles, MitonOptimal Group, Roeloff Horne, Weekly Comment
Director and Head of Portfolio Management (SA), Roeloff Horne, discusses global volatility catalysts influencing the market and investor sentiment.
by Roeloff Horne | Feb 7, 2019 | All Articles, Roeloff Horne, Weekly Comment
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
by Roeloff Horne | Apr 12, 2018 | All Articles, FMR Radio, MitonOptimal PM (SA), Podcast, Roeloff Horne
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]
by Roeloff Horne | Feb 27, 2018 | All Articles, All International News Articles, FMR Radio, Podcast, Roeloff Horne
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
by Roeloff Horne | Feb 7, 2018 | All Articles, All International News Articles, Commentary, MitonOptimal PM (SA), Roeloff Horne
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
