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 Mark Margetts-Smith | Jun 26, 2018 | All Articles, FMR Radio, Podcast, Roeloff Horne
Podcast –Roeloff Horne – MitonOptimal SA – appears on the FMR101.3’s Fine Business Radio Show with Lindsay Williams. (June 25, 2018) [Source: FMR101.3 – Lindsay Williams – June 25, 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
by Mark Margetts-Smith | May 2, 2018 | All Articles, FMR Radio, Market Update, Markets, MitonOptimal PM (SA), Podcast, Roeloff Horne
Roeloff Horne appears on the FMR101.3 Fine Business Radio Show with Lindsay Williams (April 306, 2018) to discuss the markets and the importance of learning to cut through the chatter to get to the whole picture, before making investment decisions, as well as trying to understand your sources of information in an age where we
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 27, 2018 | All Articles, All International News Articles, FMR Radio, Podcast, Roeloff Horne
Are you afraid that it is time to get off the roller coaster? Roeloff Horne chats with Lindsay Williams, on FMR101.3’s Fine Business Radio show, the roller coaster ride the markets have taken us on over just the last two or three months, and whether or not investors should remain positive or negative regarding their
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
