James Sullivan looks at the investment case for the ‘financials’ sector.
James Sullivan discusses the development of the Korean market in his latest note.
It seems an awful long time ago, but when I would go to football training as a kid, I’d fret about what kit to wear, not wanting to stand out. My Dad would say to me “don’t worry about what everyone else is wearing, you’re there to do a job, it’s not a fashion show”.
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
MitonOptimal (UK) Ltd is pleased to report that Peter Geikie-Cobb will be joining the company from April 9th, 2018 to work alongside James Sullivan and the team across the multi-asset suite of funds and risk profiled model portfolios. Peter will adopt the title of Senior Fund Manager and become co-manager on the Coram Global Defensive,
MitonOptimal is delighted to announce that it has agreed the acquisition of Central Investment Planning “CIP” in order to enhance its investment capabilities. With assets under advice exceeding £100m, the acquisition of CIP will enable MitonOptimal to develop its bespoke portfolio management offering, complementing the existing model portfolio service and multi-asset fund range. CIP, an