by Alan Blythe | Aug 17, 2018 | Alan Blythe, All Articles, Commentary, MitonOptimal IOM
“Confusion heard his voice, and wild uproar stood ruled, stood vast infinitude confined; till at his second bidding darkness fled, light shone, and order from disorder sprung.” John Milton, Paradise Lost Whilst Brexit is certainly by no means comparable to the earth’s creation as described by John Milton, there is an increasing sense of desperation,
by James Sullivan | Jul 26, 2018 | All Articles, Commentary, James Sullivan, MitonOptimal UK
One aspect of our multi-asset fund asset allocation that has historically taken up a lot of airtime during investment committee meetings is that of the ‘alternative’ sector, which can often be rather subjective in its interpretation and the subsequent merits about inclusion in the portfolios questioned. My own views are not necessarily representative of the
by Shaun McDade | Jul 19, 2018 | All Articles, All International News Articles, Commentary, Market Update, Shaun McDade
It is often said that the most dangerous words in investment are “This time it’s different”. Indeed, long-term economic and market cycles, the principle of mean reversion and the generally accepted tenet that, while history doesn’t necessarily repeat itself, it certainly rhymes, are all central to the philosophy of most asset managers. I can vividly
by Phil Penrose | Jul 4, 2018 | All Articles, Commentary, Phil Penrose
The unintended consequences of trade barriers. “Obviously it’s not meant to be taken literally; it refers to any manufacturers of dairy products” – Monty Python, Life of Brian As President Trump sets off trade clashes with countries across the world, traditional US business partners move towards retaliatory barriers to American goods. For US cheesemakers, the
by Alan Blythe | Jun 28, 2018 | Alan Blythe, All Articles, Commentary
The quote “A Solution still seeking a Problem.” is taken from the Barclays Equity Gilt Study 2018 and summarises succinctly theirs, and a growing number of other institutions’, view of Blockchain technology. Putting it another way, the technology involved in Blockchain is both impressive and potentially useful, if we could only find a suitable use
by Blair Campbell | Jun 21, 2018 | All Articles, Blair Campbell, Commentary
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
