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
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
Portfolio Manager Blair Campbell appeared on the Fine Business Radio show in Cape Town with Lindsay Williams. (July 2, 2018) [Source: FMR101.3 – Lindsay Williams – July 2, 2018] The show’s host, Lindsay Williams ([email protected]), presents individual features that are aimed to broaden the target audience and distinguish FBR from the present clutch of shows
We are one week into the Football World Cup and I thought it might be interesting to assess the correlation, if any, between a nation’s stock market and macroeconomic picture to their form at the 2018 tournament and whether this could give us an indication of a possible winner. We will start by looking at
I recently returned from an investment forum hosted in London, at which various fund managers and investment professionals presented on technology and innovation as a disruptor within industries and economies. One presentation was of particular interest, not least because it combines two themes we have implemented within our private client models: technology and India. We
Blair Campbell answers questions on the quarterly offshore market report and performance during Q4-2017 and the outlook for Q1 2018. Blair is a member of the MitonOptimal Investment Management team and a member of the MitonOptimal Investment Management Committee. Read the full written quarterly report by Shaun McDade.