by James Downie | Nov 28, 2019 | All Articles, James Downie, MitonOptimal Group, Weekly Comment
James Downie, Head of Institutional Asset Consulting & Optimisation, unpacks the age-old battle between growth and value, considering the macroeconomic conditions needed for value to come back into favour.
by James Downie | Aug 2, 2019 | All Articles, James Downie, MitonOptimal Group, Weekly Comment
Head of Institutional Asset Consulting, James Downie, writes this week’s commentary looking at how some market statistics can be misleading.
by James Downie | Apr 26, 2019 | All Articles, James Downie, MitonOptimal Group, Weekly Comment
James Downie examines the challenges of long-term investing.
by James Downie | Jan 10, 2019 | All Articles, James Downie, MitonOptimal Group, MitonOptimal PM (SA), Weekly Comment
The latest TLA (three letter acronym) rolling off asset managers’ tongues at every conference is ESG. Every manager claims to espouse the principles of ESG in their fundamental research process and when pressed for a sound bite to quote their adoption of ESG, one is offered a suspiciously similar paragraph from each manager that one
by James Downie | Nov 29, 2018 | James Downie, MitonOptimal Group, MitonOptimal PM (SA), Weekly Comment
Every time one opens the financial press, one is faced with the debate between “active” investing and “passive” investing and, particularly these days, how investor flows have been flooding out of active investing and into passive. Active investing is easy to define. It is the style of an investment manager to take active bets away
by James Downie | Mar 8, 2018 | All Articles, All International News Articles, Commentary, James Downie
The current period of global market weirdness with next-to-zero interest rates, stubbornly low inflation, low-ish growth and asset price increases has been with us for nearly a decade since the Global Financial Crisis (GFC) which culminated in late 2008. Until very recently, bond yields persisted in their trends towards zero and, in some cases, beyond,