Portfolio manager in Guernsey, Blair Campbell, considers alternative assets and their place in a diversified portfolio.
Portfolio Manager, Blair Campbell, discusses key indicators and whether they are suggesting a slowdown, or not.
Quarterly Commentary – Q2, 2019 -Blair Campbell of MitonOptimal Portfolio Management in Guernsey discusses the 2019-Q2 markets, key macroeconomic influences and their impact on asset prices.
Portfolio Manager, Blair Campbell, looks at the changes taking place in the UK and where opportunities lie.
Rewind to the 4th Quarter of last year when numerous commentators and analysts were calling an end to arguably the longest bull market in history – certainly since World War II – with major indices, such as the S&P quadrupling since the lows of 2009. Since the end of Q4, and as we approach the
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