by Shaun McDade | Aug 7, 2019 | All Articles, Market Update, MitonOptimal Group, Shaun McDade
Shaun McDade, Joint MD (Guernsey) and Head of International Portfolio Management provides insight into the Sino-US trade war and its impact on the market.
by Blair Campbell | Jul 23, 2019 | All Articles, Blair Campbell, Commentary, Market Update, MitonOptimal Group, Video
Quarterly Commentary – Q2, 2019 -Blair Campbell of MitonOptimal Portfolio Management in Guernsey discusses the 2019-Q2 markets, key macroeconomic influences and their impact on asset prices.
by Shaun McDade | Jan 23, 2019 | All Articles, All International News Articles, Market Update, MitonOptimal Guernsey, Shaun McDade, Video
Shaun McDade discusses markets and provides an update on our model portfolios in the MitonOptimal quarterly market video report, Q4, 2018. Shaun is the Joint Managing Director of MitonOptimal Portfolio Management in Guernsey, for the MitonOptimal group of companies and a member of the MitonOptimal Investment Management Committee. For more of the team’s views from
by Shaun McDade | Jan 18, 2019 | All Articles, Market Update, MitonOptimal Group, MitonOptimal Guernsey, Shaun McDade
A sizeable and aggressive risk-off episode, reflecting escalating fears over global economic conditions, transformed an otherwise okay year for most markets into what has been described as an “annus horribilis” over the fourth quarter. Developed equity benchmarks suffered their largest falls since the nadir of the Eurozone debt crisis in 2011, feeding through to credit
by Liam Wyatt | Dec 21, 2018 | All Articles, Joanne Baynham, Market Update, Markets, MitonOptimal Group, MitonOptimal PM (SA), Weekly Comment
Looking into 2019 and attempting to make sense of the year ahead, I am reminded of the old expression that economists exist to make weathermen look good! With that in mind, and the fact that almost no investment strategists called the events of 2018 (except for the perma-bears, but as they say even a stopped
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
