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...
There is a number of fables and fairy tales which relate the story of a fictitious person falling unconscious for both innocent and nefarious reasons, spending a while out of commission and then waking to a different world. To limit this 4th quarter report to only the...
2020 will be remembered as one of the more remarkable years in history, with financial markets being no exception. Global equities delivered 21.75% over 2020, ending the turbulent year on a high – with a conclusive outcome to the US Elections in November, the...