SA and Global Asset Allocation Overview – Q1, 2019

SA and Global Asset Allocation Overview – Q1, 2019

We at MitonOptimal take asset allocation (AA) very seriously, taking into consideration both Strategic AA (5-7 years) and Tactical AA within the various assets classes. In that context, this quarterly piece provides insight into our short term tactical calls on a 12-month view (reviewed quarterly) and as such may diverge from our long term strategic

SA and Global Asset Allocation Overview – Q4, 2018

SA and Global Asset Allocation Overview – Q4, 2018

At MitonOptimal we take asset allocation (AA) very seriously, taking into consideration both Strategic AA (5-7 years) and Tactical AA within the various asset classes. In that context, this quarterly piece provides insight into our short-term tactical calls on a 12-month view (reviewed quarterly) and as such may diverge from our long-term strategic AA views.

Market update

Market update

In the last week, world equity markets, as measured by the MSCI World Index, have dipped back into “correction” territory with the benchmark in question having fallen back below the -10% mark (at the time of writing -11.24% in USD terms) from its September peak. The sell-off across risk assets has been variously attributed to

Main Address

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

Phone

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

Regulatory Information

MitonOptimal South Africa (Pty) Limited (Registration No. 2005/032750/07) is regulated by the Financial Sector Conduct Authority (FSCA).

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 – Vat No.4070188646.