As we enter May 2015, 2014 seems a distant memory and 2016 is fast approaching. An old adage in the investment game is “Sell in May and buy again on St Ledger day (in September)“, which many “boohoo” as a conspiracy theory. However, over the past 100 years, a remarkably large percentage of equity market gains have
The optimal business strategy for challenging times – building a moat or predicting the future? As irrational as it is, predicting the future is something that humans try to do all the time. Whether it be the stock market, the weather, the election or the rugby score, there seems to be an insatiable human desire to try and predict
As we move into the second quarter of the year, relative calm and complacency is definitely reflected in global investment markets and the wealth management industry in general. MitonOptimal has made large strides across the Group, over recent years, to further build our expertise and capabilities in multi-asset management and discretionary fund management services for financial
Roeloff Horne, Head of South African Portfolio Management, was recently interviewed by InvestSA. 1.What are the benefits of the single manager approach? The investor gains access to professional security analysis and research of an investment specialist or a team of specialists that can actively manage a series of securities within a specific asset class or across asset
Welcome to the second quarter of 2013 and a continuation of the new normal. Numerous debates have ensued over recent years about Quantitative Easing (QE) and how much money is enough (or too much?). Much has been written by experts and novices alike about the unintended consequences of all the money printing in the Western
The first quarter of this year was characterised by a strong risk on environment, or more accurately a very positive quarter for US and Japanese equities. These markets finished the quarter up over 8% in dollars, whilst the Emerging and European markets were barely positive. Bond markets were virtually flat, to slightly down, and much
