Is South Africa at the Crossroads?

Is South Africa at the Crossroads?

This ‘mantra’ has been very much at the centre of our investment thinking when constructing our SA investment portfolios, both from an asset allocation perspective as well as from an equity portfolio construction point of view. It has now become mainstream thinking or consensus opinion that the SA economy is underperforming and that poor governance

Frontier Market?  Not for long…

Frontier Market? Not for long…

Some while back, in July 2016, I wrote a weekly view – “The Rewards of Venturing Off-Piste” – about our enthusiasm for the Vietnamese equity market. This followed our initiation of a small investment within the equity portion of our multi-asset funds. More recently, in February, my UK-based colleague James Sullivan also extolled the country’s

Video: What can we expect for the rest of 2017?

Video: What can we expect for the rest of 2017?

Simon Sharrott, Director of MitonOptimal (Guernsey) and Portfolio Manager discusses the markets during Q3-2017 and the short-term outlook from an asset allocation perspective.   You can also read more on our view of Q3-2017 in James Downie’s latest quarterly report, linked below.   MitonOptimal Quarterly Review October 2017 on Vimeo          


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MitonOptimal International Limited is registered in Guernsey (Registration No. 51561) and is the overlying holding company of the companies that make up the MitonOptimal Group.