Roeloff Horne - MitonOptimal - learning to cut through the chatterHead of Portfolio Management, Roeloff Horne, discusses our asset allocation views against the Q3 2020 macroeconomic environment.





Download: Q3 2020 Asset Allocation Views 

James Downie- MitonOptimal South Africa

Fourth Quarter 2020 – yet another “unknown unknown”?

Head of Institutional Asset Consulting and Optimisation, James Downie, looks at the third quarter of 2020 and provides some reasoning into our portfolio construction as we head into the final quarter of 2020.

The content of this article is for information purposes only and does not constitute an offer or invitation to any person. The opinions expressed are subject to change and are not to be interpreted as investment advice. You should consult an adviser who will be able to provide appropriate advice that is based on your specific needs and circumstances. The information and opinions contained herein have been compiled or arrived at from sources believed to be reliable and given in good faith, but no representation is made as to their accuracy, completeness or correctness.

Main Address

MitonOptimal South Africa (Pty) Limited
Great Westerford,
Suite 202,
South Wing, 2nd Floor,
240 Main Road,
Rondebosch, 7700,
South Africa


t: +27 (0) 21 689 3579
f: +27 (0) 21 685 6944

Regulatory Information

MitonOptimal South Africa (Pty) Limited is an Authorised Financial Services Provider License No. 28160,  regulated by the Financial Sector Conduct Authority (FSCA) - Registration No. 2005/032750/07.

MitonOptimal Portfolio Management (Pty) Limited is an Authorised Financial Services Provider License No. 734, regulated by the Financial Sector Conduct Authority (FSCA) – Registered No. 2000/000717/07.



Send this to a friend