by James Sullivan | Jan 16, 2019 | All Articles, James Sullivan, MitonOptimal Group, MitonOptimal UK, Weekly Comment
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”.
by James Downie | Jan 10, 2019 | All Articles, James Downie, MitonOptimal Group, MitonOptimal PM (SA), Weekly Comment
The latest TLA (three letter acronym) rolling off asset managers’ tongues at every conference is ESG. Every manager claims to espouse the principles of ESG in their fundamental research process and when pressed for a sound bite to quote their adoption of ESG, one is offered a suspiciously similar paragraph from each manager that one
by Liam Wyatt | Dec 21, 2018 | All Articles, Joanne Baynham, Market Update, Markets, MitonOptimal Group, MitonOptimal PM (SA), Weekly Comment
Looking into 2019 and attempting to make sense of the year ahead, I am reminded of the old expression that economists exist to make weathermen look good! With that in mind, and the fact that almost no investment strategists called the events of 2018 (except for the perma-bears, but as they say even a stopped
by Shaun McDade | Dec 14, 2018 | All Articles, Blair Campbell
In the last week, world equity markets, as measured by the MSCI World Index, have dipped back into “correction” territory with the benchmark in question having fallen back below the -10% mark (at the time of writing -11.24% in USD terms) from its September peak. The sell-off across risk assets has been variously attributed to
by Blair Campbell | Dec 10, 2018 | All Articles, Blair Campbell, MitonOptimal Group, MitonOptimal Guernsey, Weekly Comment
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
by Alan Blythe | Nov 27, 2018 | Alan Blythe, All Articles, MitonOptimal Group, MitonOptimal IOM
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
