Will we see a convergence in 2019?

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

A summary of the Isle of Man Insurance (Conduct of Business) (Long Term Business) Code 2018

A summary of the Isle of Man Insurance (Conduct of Business) (Long Term Business) Code 2018

This Code was introduced by the Isle of Man Financial Services Authority to address the problem of the perceived unfair treatment of policyholders by Isle of Man registered Life Offices. The Code was made on 1st November 2018 and comes into effect on 1st January 2019, although certain elements do not apply until 1st July

“When the facts change, I change my mind. What do you do, Sir?”

“When the facts change, I change my mind. What do you do, Sir?”

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

What catalyst(s) do we need for a recovery in Emerging Market and SA Risk Assets?

What catalyst(s) do we need for a recovery in Emerging Market and SA Risk Assets?

It has been a devastating eight months for investors in Emerging Market (EM) bonds and equities. In US$ terms, investors in EM equities (using the MSCI EM ETF as proxy) have now faced four years of basically zero returns. One could suggest several reasons for this setback in asset prices: fear of continued trade wars

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MitonOptimal International Limited is registered in Guernsey (Registration No. 51561) and is the overlying holding company of the companies that make up the MitonOptimal Group.

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