Another busy quarter at MitonOptimal, both in South Africa and our International Operations. As we climb the wall of worry around the world of Ebola, Middle Eastern conflict, ISIL, Scottish Referendums and the exit of QE, it is not surprising that volatility is starting to rise. The almost uninterrupted, upwards movement of global equities for
The morning fund management meetings held at MitonOptimal play host to many different personalities; Professors with academic backgrounds, hedge fund managers, big picture strategic thinkers, tactical asset allocation mindsets, a geologist, many experienced fund analysts and quantitative technical analysts. Whilst pondering recent market weakness, we turned to the technical charts (or “tea leaves”) to give
The 1995 US film Outbreak, starring Dustin Hoffman, Rene Russo and Morgan Freeman amongst others, is about the outbreak of an Ebola-like virus in Zaire, called Motaba, which spreads to a small town in the US. Without revealing the whole storyline, it’s safe to say that Outbreak’s plot speculates how far various government agencies might go
The main London Stock Exchange (“LSE”) index is commonly referred to as the “Footsie” and, up until a couple of weeks ago, was being quoted in the press as having hit multi-year highs. The FTSE 100 is made up of the largest one hundred qualifying UK companies, by size or market capitalization. What is less considered
Having spent some time catching up on our Gloom, Boom & Doom reports, from the honourable Marc Faber last week, one always has to ponder the bearish case. In his August report, Faber analysed the 15 largest bear markets since 1929, which makes interesting reading. According to Faber, on average, bear markets give back 21
