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
by Liam Wyatt | Nov 21, 2018 | All Articles, Market Update, Markets, MitonOptimal Group, MitonOptimal PM (SA), Scott Campbell, Weekly Comment
As we have been presenting and debating for over 20 years, the big picture discussion over US inflation / disinflation / deflation and then inflation again is clearly shown on any long-term chart of the US Bond Yield. The last time we had US 10 year interest rates at a cyclical low of around 2% was
by Andy Pfaff | Nov 16, 2018 | All Articles, Andy Pfaff, Commentary, MitonOptimal Group, MitonOptimal PM (SA), Weekly Comment
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
by Liam Wyatt | Nov 8, 2018 | All Articles, Joanne Baynham, Market Update, MitonOptimal Group
As the dust has settled, post the 6th November mid-term elections, we share with our readers what we have learnt post the election results. Firstly, as it is now well known, the Democrats have won the House of Representatives, winning the seats they needed to take control of the House. It is the first time
by Liam Wyatt | Nov 7, 2018 | All Articles, MitonOptimal Group, MitonOptimal PM (SA), Roeloff Horne, Weekly Comment
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
