Head of Institutional Asset Consulting and Optimisation, James Downie, looks at the third quarter of 2020 and provides some insights as we head into the final quarter of 2020.
Head of Institutional Asset Consulting and Optimisation, James Downie, looks at the second quarter of 2020 – analysing the recovery markets seemed to have made and the sense and sustainability of this move.
Head of Portfolio Management, Roeloff Horne, takes a forward looking approach – unpacking our thinking and portfolio positioning for Q3 of 2020.
As the dust has settled, post the 6th November mid-term elections, we share with our readers what we have learnt post the election results. Firstly, as it is now well known, the Democrats have won the House of Representatives, winning the seats they needed to take control of the House. It is the first time
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, while the MSCI South Africa ETF is now down 19% in US$ terms over four years
Shaun McDade answers questions, in the MitonOptimal quarterly market video report Q2-2018, on the performance of the markets during Q2-2018 and the short-term outlook for the remainder of 2018. Shaun is the Joint Managing Director of MitonOptimal Portfolio Management in Guernsey and Head of International Portfolio Management for the MitonOptimal group of companies and a member