One aspect of our multi-asset fund asset allocation that has historically taken up a lot of airtime during investment committee meetings is that of the ‘alternative’ sector, which can often be rather subjective in its interpretation and the subsequent merits about inclusion in the portfolios questioned. My own views are not necessarily representative of the
Global Impact on SA Asset Classes – Asset prices of domestic assets are dominated and influenced by global market events. More than 65% of the JSE ALSI 40 earnings growth is derived from global consumer spending, emphasising the importance of global economic growth to the SA equity market. The correlation between the behaviour of the MSCI World Equity Index and
The traditional way of composing strategic asset allocation has changed, according to Keith Swabey, senior product specialist of multi-asset at HSBC Asset Management. With the crashes of 2008, 2011 and 2013 in mind, this could be named the “decade of intermittent crashes,” according to Swabey. “After the 2008-2009 crisis the ability to make asset allocation
A few more life-line’s for SA Capital Markets? As many of our clients are aware, we at MitonOptimal take asset allocation very seriously, taking into consideration both strategic and tactical decisions within our various assets classes. In that context, this quarterly piece deals with our views on our short term (Q3) tactical calls and as
The Cricket World Cup (“CWC”) has captured many attentions since blasting off two weeks ago but most agree that it’s not until the quarter finals that the real results matter. However, yesterday in Match 17, a country at war for 30 years beat a still dependent member of the United Kingdom. Not unlike the recent
