by Roeloff Horne | May 15, 2019 | All Articles, MitonOptimal Group, Roeloff Horne, Weekly Comment
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
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
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]
