MAY 2022 | MARKET & PORTFOLIO COMMENTARY

MAY 2022 | MARKET & PORTFOLIO COMMENTARY

It was another rollercoaster month for risk asset investors. Although most global equity indices ended the month only slightly positive, it felt a lot worse. There was no real “winner” when you look at the figures, with the S&P500 returning 0.13%, the ACWI ex-USA...
INDEXATION ≠ PASSIVE

INDEXATION ≠ PASSIVE

This article was originally published in the Q2 2022 edition of  Blue Chip Journal. The discussion around passive versus active is an ever-evolving debate that for some has come to the point of “agree to disagree”. Unfortunately, many market participants see all...
APRIL 2022 | MARKET & PORTFOLIO COMMENTARY

APRIL 2022 | MARKET & PORTFOLIO COMMENTARY

The month was another one of risk-off behaviour, with policy makers and reserve banks finding it hard to find the balance between stimulating economic growth and curbing the inflation monster knocking at the door. It was another month of the dreaded “stagflation” word...
QUARTERLY MARKET INSIGHTS: Q1 2022

QUARTERLY MARKET INSIGHTS: Q1 2022

At MitonOptimal we take asset allocation (AA) very seriously, taking into consideration both Strategic AA (3-7 years) and Tactical AA within the various asset classes. This quarterly piece provides insight into our short term tactical calls on a 12-month view...
MAY 2022 | MARKET & PORTFOLIO COMMENTARY

MARCH 2022 | MARKET & PORTFOLIO COMMENTARY

It was another month of risk-off behaviour in equity markets in general, but especially in most Emerging Markets. The Russia-Ukraine war is still playing a massive role in risk appetite around the world, with the outcome still highly fluid with any news, positive or...
PROSPECTS FOR SOUTH AFRICAN EQUITIES IN 2022

PROSPECTS FOR SOUTH AFRICAN EQUITIES IN 2022

Globally quite a bit has changed over the past few months and since our last strategy note. In our view there are two critical changes to be aware of. Firstly, the current and future inflation prospects in the US and globally have kicked up considerably higher, hence...