by Roeloff Horne | May 15, 2019 | All Articles, MitonOptimal Group, Roeloff Horne, Weekly Comment
Roeloff Horne, Director and Head of Portfolio Management in South Africa, provides insight into the results of the South African national election which took place last week (8 May 2019), as well as other macroeconomic factors at play. During a recent scenario planning session, we identified a number of specific near-term concerns, both at home
by Joanne Baynham | May 7, 2019 | All Articles, MitonOptimal Group, Video
Our Head of Investment Strategy, Joanne Baynham, hosted a Masterclass on Asset TV, discussing global equities with experts from Denker Capital, Fundhouse and Schroders. Global equities are a difficult investment environment at the moment. We’ve had a very weak quarter of 2018 and we’ve had one of the best quarters in 2019. So how does
by Shaun McDade | May 7, 2019 | All Articles, MitonOptimal Group, Shaun McDade, Weekly Comment
We’re partial to a spot of thematic investing here at MitonOptimal. In addition to the deployment of clients’ capital along traditional geographic lines, our preferred equity funds include allocations to managers whose strategies are aiming to tap into specific secular (long term) trends that are not subject to the cyclical or seasonal influences which affect
by James Sullivan | May 2, 2019 | All Articles, James Sullivan, MitonOptimal Group, Weekly Comment
‘Following the herd’. ‘Being an ostrich’. ‘Looking in the rear-view mirror’, or ‘simply not understanding…’ That’s a pretty negative start to an article! In most cases, all of the above apply when either financials or banks are mentioned. The 9th of March 2019 marked 10 years from the post-crisis valuation lows for the US, European
by James Downie | Apr 26, 2019 | All Articles, James Downie, MitonOptimal Group, Weekly Comment
In South Africa, recent pedestrian investment returns have made life extremely difficult for advisors advocating long-term strategies to their clients when planning for retirement. For the last year or more, 3-year and 5-year returns in traditional multi-asset retirement fund portfolios have barely matched inflation, much less achieved a real margin. In a country where Money
by James Sullivan | Apr 17, 2019 | All Articles, James Sullivan, MitonOptimal Group, Weekly Comment
The term ‘chaebol’ is given to large conglomerates that are controlled by a family in South Korea. A backdrop of chaebols has pollinated a culture of poor corporate governance and often complex corporate environment; corporations are often multi-faceted businesses with material cross holdings. Historically the relationship between the chaebols and the government has been an
