by Armin Diem - Fund Manager | Apr 12, 2018 | All Articles, Armin Diem, FMR Radio, MitonOptimal PM (SA), Podcast
Armin Diem appears on the FMR101.3’s Fine Business Radio Show with Lindsay Williams. (April 9, 2018) [Source: FMR101.3 – Lindsay Williams – April 3, 2018] The show’s host, Lindsay Williams ([email protected]), presents individual features that are aimed to broaden the target audience and distinguish FBR from the present clutch of shows that follow similar
by Roeloff Horne | Apr 12, 2018 | All Articles, FMR Radio, MitonOptimal PM (SA), Podcast, Roeloff Horne
Roeloff Horne appears on the FMR101.3 Fine Business Radio Show with Lindsay Williams (April 16, 2018) to discuss the confusing amount of ‘chatter’ circulating around the markets and the importance of learning to cut through the chatter to get to the whole picture, before making investment decisions. [Source: FMR101.3 – Lindsay Williams – April 16, 2018]
by Roeloff Horne | Feb 7, 2018 | All Articles, All International News Articles, Commentary, MitonOptimal PM (SA), Roeloff Horne
The key factor discussed in our recent annual global strategic asset allocation meeting was the trajectory of inflation in developed markets (DM). Within days of that meeting, the U.S. Equity indices had reacted to improved wage bill numbers, and the fear of inflation and a subsequent spike in U.S. bond yields started a correction in
by Roeloff Horne | Dec 19, 2017 | All Articles, FMR Radio, Market Update, Markets, MitonOptimal PM (SA), Podcast, Roeloff Horne
Roeloff Horne discusses the global markets as we head in the Christmas break and the impact of the ANC election on the South African investment market. [Source: FMR101.3 – Lindsay Williams – December 18, 2017]
by Roeloff Horne | Sep 7, 2017 | All Articles, Commentary, MitonOptimal PM (SA), Roeloff Horne
A global and regional view from the perspective of our Cape Town office. The potential effects of global and domestic central bank policies, politics, geopolitical risks in our investment portfolios and on domestic currencies are not just the talk around dinner tables (or braais in South Africa), but also in our weekly MitonOptimal Group investment
by Roeloff Horne | Jul 11, 2017 | All Articles, Market Update, Markets, MitonOptimal PM (SA), Quarterly SA Newsletter, Roeloff Horne, South African Update
Be optimistic about owning international stocks facing the global consumer! The global growth scenario is improving by the day. The Eurozone economy continues to improve as industrial production and PMI numbers improved in May and June. Consumer confidence also improved and retail sales continue to grow positively as demand for credit continues to pick up
