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.
Roeloff Horne, Head of SA Portfolio Management, encourages action and renewed loyalty to one’s country in order to improve its destiny.
Director and Head of Portfolio Management (SA), Roeloff Horne, offers some insight into holding Gold in portfolios.
Director and Head of Portfolio Management (SA), Roeloff Horne, discusses global volatility catalysts influencing the market and investor sentiment.
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
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