by Liam Wyatt | Oct 10, 2018 | All Articles, Commentary, MitonOptimal Group, Scott Campbell, Weekly Comment
Financial Times contributor John Authers wrote his last “The Long View” article on the weekend after 12 years in harness at the pink paper. We at MitonOptimal have long, excuse the pun, been readers of his articles as sensible and pragmatic journalism on investment philosophy, long term asset allocation and trying to make sense of
by Phil Penrose | Sep 14, 2018 | All Articles, Commentary, MitonOptimal Group, Phil Penrose, Weekly Comment
A decade after the global financial crisis, increasing levels of debt in prominent developing economies are driving fears of a new panic that could spread far beyond the disorder being experienced in Turkey right now. While the Turkish Lira has lost more than 40% of its value in Dollar terms in 2018, this loss of
by Liam Wyatt | Sep 5, 2018 | All Articles, Commentary, Joanne Baynham, MitonOptimal Group, Weekly Comment
So why have I decided to lead with this famous quote? Well the answer is that what held true in 1971 still holds true 47 years later. In 2018, the Dollar is still the reserve currency of the world, which means we still live in a US-centric world, with trade flows and markets still dominated
by Andy Pfaff | Aug 28, 2018 | All Articles, Andy Pfaff, Commentary, MitonOptimal Group, Weekly Comment
It is trite to note that humans consistently display a magnificent capacity to mentally project any current trend infinitely into the future in a linear fashion – particularly bull markets in equities – and to demonstrate amazement & horror when these fail to materialise. It is equally trite to state that financial asset valuations have
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
