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Bon Voyage John Authers

Financial Times contributor John Authers wrote his last “The Long View” article on the weekend after 12 years in harness at the pink paper. We at MitonOptimal have long, excuse the pun, been readers of his articles as sensible and pragmatic journalism on investment philosophy, long term asset allocation and trying to make sense of

Press release: MitonOptimal Portfolio Management (CI) Ltd selected for Investment Management programme

MitonOptimal Portfolio Management (CI) Ltd has been approved and selected to be included in the local Investment Manager programme which forms part of the wider investment reserves of the States of Guernsey Policy and Resources Committee. Joint Managing Director and Portfolio Manager Simon Sharrott commented: “We are delighted with this recent success in being approved and granted

The meteoric expansion of global debt (and what comes next)

A decade after the global financial crisis, increasing levels of debt in prominent developing economies are driving fears of a new panic that could spread far beyond the disorder being experienced in Turkey right now. While the Turkish Lira has lost more than 40% of its value in Dollar terms in 2018, this loss of

“The Dollar is our currency, but it is your problem“ – John Connolly, US Secretary to the Treasury – 1971

So why have I decided to lead with this famous quote? Well the answer is that what held true in 1971 still holds true 47 years later. In 2018, the Dollar is still the reserve currency of the world, which means we still live in a US-centric world, with trade flows and markets still dominated

Reading the commodity tea-leaves

It is trite to note that humans consistently display a magnificent capacity to mentally project any current trend infinitely into the future in a linear fashion – particularly bull markets in equities – and to demonstrate amazement & horror when these fail to materialise. It is equally trite to state that financial asset valuations have

Brexit: Where on earth are we up to?

“Confusion heard his voice, and wild uproar stood ruled, stood vast infinitude confined; till at his second bidding darkness fled, light shone, and order from disorder sprung.” John Milton, Paradise Lost Whilst Brexit is certainly by no means comparable to the earth’s creation as described by John Milton, there is an increasing sense of desperation,

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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 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.