by Liam Wyatt | Nov 21, 2018 | All Articles, Market Update, Markets, MitonOptimal Group, MitonOptimal PM (SA), Scott Campbell, Weekly Comment
As we have been presenting and debating for over 20 years, the big picture discussion over US inflation / disinflation / deflation and then inflation again is clearly shown on any long-term chart of the US Bond Yield. The last time we had US 10 year interest rates at a cyclical low of around 2% was
by Liam Wyatt | Nov 8, 2018 | All Articles, Joanne Baynham, Market Update, MitonOptimal Group
As the dust has settled, post the 6th November mid-term elections, we share with our readers what we have learnt post the election results. Firstly, as it is now well known, the Democrats have won the House of Representatives, winning the seats they needed to take control of the House. It is the first time
by Shaun McDade | Jul 23, 2018 | All Articles, All International News Articles, Market Update, Shaun McDade, Video
Shaun McDade answers questions, in the MitonOptimal quarterly market video report Q2-2018, on the performance of the markets during Q2-2018 and the short-term outlook for the remainder of 2018. Shaun is the Joint Managing Director of MitonOptimal Portfolio Management in Guernsey and Head of International Portfolio Management for the MitonOptimal group of companies and a member
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 Peter Geikie-Cobb | Jul 10, 2018 | All Articles, All International News Articles, FMR Radio, Market Update, MitonOptimal UK, Peter Geikie-Cobb, Podcast
The Ripple Effect Peter Geikie-Cobb of MitonOptimal UK discusses the ripple effect on the markets with Lindsay Williams, on Cape Town’s Fine Business Radio show. (July 9, 2018) [Source: FMR101.3 – Lindsay Williams – July 9, 2018] The show’s host, Lindsay Williams ([email protected]), presents individual features that are aimed to broaden the target audience
by Eric Mellor | Jul 9, 2018 | All Articles, All International News Articles, Eric Mellor, Market Update, Quarterly Newsletter
An old market adage often referred to as ‘The Halloween Indicator’ urges investors to “Sell in May and go away”. Many academic studies have successfully demonstrated that, while in the past, lower trading volumes over the summer months may have led to stagnant markets, in today’s multi-asset, globally connected investment universe, this seasonal strategy is
