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 Andy Pfaff | Nov 16, 2018 | All Articles, Andy Pfaff, Commentary, MitonOptimal Group, MitonOptimal PM (SA), Weekly Comment
I attributed this quote to the economist John Maynard Keynes in my last Weekly Comment in August (“As per John Maynard Keynes, change your mind – portfolio positioning – when the facts change. But not before”). There is some disagreement on the origin of this quote, but apparently the comment should have been attributed to
by Inneke Sauerman | Nov 13, 2018 | MitonOptimal Group, Press Article, Scott Campbell
International Adviser have decided to shed some light on the movers and shakers that have helped the financial services industry get to where it is today, highlighting the key influencers who have made a lasting impact. Scott Campbell, MitonOptimal Group Managing Director and Chief Investment Officer, is featured as one of these influencers. Download: IA
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 Liam Wyatt | Nov 7, 2018 | All Articles, MitonOptimal Group, MitonOptimal PM (SA), Roeloff Horne, Weekly Comment
It has been a devastating eight months for investors in Emerging Market (EM) bonds and equities. In US$ terms, investors in EM equities (using the MSCI EM ETF as proxy) have now faced four years of basically zero returns. One could suggest several reasons for this setback in asset prices: fear of continued trade wars
by Liam Wyatt | Oct 31, 2018 | All Articles, MitonOptimal Group, MitonOptimal Guernsey, Press Releases, Shaun McDade, Simon Sharrott
Global asset manager MitonOptimal today announced the launch of a new Dublin-domiciled DFM fund range. The new DFM funds offer international IFAs access to MitonOptimal’s asset allocation and manager selection in a unitised fund vehicle. The new funds comprise three risk-rated portfolios: Cautious, Moderate & Growth – each available in both USD and GBP denominated
