by Roeloff Horne | Apr 29, 2020 | All Articles, Insight, MitonOptimal Group, Roeloff Horne
Roeloff Horne, Head of SA Portfolio Management, unpacks the case for including Gold in portfolios and how to balance the fundamentals of this ‘safe haven’ asset against its cost.
by Roeloff Horne | Nov 6, 2019 | All Articles, MitonOptimal Group, Roeloff Horne, Weekly Comment
Roeloff Horne, Head of SA Portfolio Management, encourages action and renewed loyalty to one’s country in order to improve its destiny.
by Roeloff Horne | Aug 23, 2019 | All Articles, MitonOptimal Group, Roeloff Horne, Weekly Comment
Director and Head of Portfolio Management (SA), Roeloff Horne, offers some insight into holding Gold in portfolios.
by Roeloff Horne | May 15, 2019 | All Articles, MitonOptimal Group, Roeloff Horne, Weekly Comment
Director and Head of Portfolio Management (SA), Roeloff Horne, discusses global volatility catalysts influencing the market and investor sentiment.
by Roeloff Horne | Feb 7, 2019 | All Articles, Roeloff Horne, Weekly Comment
At MitonOptimal, we subscribe to a dynamic strategic asset allocation process and debate the real/absolute return prospects for each investable asset class in our regulated universe. Each member of the team makes a contribution per asset class which is followed by a debate and a team decision. The results are used to run our optimization
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
