Volatility returned to financial markets with a bang in the first quarter. After a strong positive start to the New Year, signs of rising inflation and a resulting shift in expectations over the trajectory of US interest rates prompted an abrupt turnaround in sentiment that left broad global equity benchmarks with negative returns over a
Quarterly Market Video Commentary Q1 – 2018. Shaun McDade answers questions on the performance of the markets during Q1-2018 and the short-term outlook for 2018. Shaun is the Managing Director of MitonOptimal Portfolio Management in Guernsey, Head of International Portfolio Management for the MitonOptimal group of companies and a member of the MitonOptimal Investment Management
Blair Campbell answers questions on the quarterly offshore market report and performance during Q4-2017 and the outlook for Q1 2018. Blair is a member of the MitonOptimal Investment Management team and a member of the MitonOptimal Investment Management Committee. Read the full written quarterly report by Shaun McDade.
There’s plenty of life in the old dog yet! Despite approaching its tenth year, the bull market in equities showed no signs of slowing during the quarter under review, as global indices recorded a succession of all-time highs against a backdrop of healthy corporate earnings growth and favourable economic conditions. Interest rate hikes and reduced
Simon Sharrott, Director of MitonOptimal (Guernsey) and Portfolio Manager discusses the markets during Q3-2017 and the short-term outlook from an asset allocation perspective. You can also read more on our view of Q3-2017 in James Downie’s latest quarterly report, linked below. MitonOptimal Quarterly Review October 2017 on Vimeo
Geopolitical events worldwide made concentrating on the markets somewhat difficult during the last quarter. A snap election in June in the UK and the German election at the end of September provided the political bookends to the quarter, certainly as far as the Eurozone was concerned, and while President Trump’s sabre-rattling in the Middle East