Ongoing volatility is here to stay…but you have to be in it to win it!

Ongoing volatility is here to stay…but you have to be in it to win it!

Roeloff Horne, Director and Head of Portfolio Management in South Africa, provides insight into the results of the South African national election which took place last week (8 May 2019), as well as other macroeconomic factors at play. During a recent scenario planning session, we identified a number of specific near-term concerns, both at home

Thematic Investing: the case for Biotech

Thematic Investing: the case for Biotech

We’re partial to a spot of thematic investing here at MitonOptimal.  In addition to the deployment of clients’ capital along traditional geographic lines, our preferred equity funds include allocations to managers whose strategies are aiming to tap into specific secular (long term) trends that are not subject to the cyclical or seasonal influences which affect

The risks of neither owning nor understanding

The risks of neither owning nor understanding

‘Following the herd’. ‘Being an ostrich’. ‘Looking in the rear-view mirror’, or ‘simply not understanding…’ That’s a pretty negative start to an article! In most cases, all of the above apply when either financials or banks are mentioned. The 9th of March 2019 marked 10 years from the post-crisis valuation lows for the US, European

How long is long-term when investing for retirement?

How long is long-term when investing for retirement?

In South Africa, recent pedestrian investment returns have made life extremely difficult for advisors advocating long-term strategies to their clients when planning for retirement. For the last year or more, 3-year and 5-year returns in traditional multi-asset retirement fund portfolios have barely matched inflation, much less achieved a real margin. In a country where Money

Korea progression

Korea progression

The term ‘chaebol’ is given to large conglomerates that are controlled by a family in South Korea. A backdrop of chaebols has pollinated a culture of poor corporate governance and often complex corporate environment; corporations are often multi-faceted businesses with material cross holdings. Historically the relationship between the chaebols and the government has been an

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MitonOptimal International Limited is registered in Guernsey (Registration No. 51561) and is the overlying holding company of the companies that make up the MitonOptimal Group.

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