INSIGHTS
MAY 2022 | MARKET & PORTFOLIO COMMENTARY
It was another rollercoaster month for risk asset investors. Although most global equity indices...
INDEXATION ≠ PASSIVE
This article was originally published in the Q2 2022 edition of Blue Chip Journal.The...
APRIL 2022 | MARKET & PORTFOLIO COMMENTARY
The month was another one of risk-off behaviour, with policy makers and reserve banks finding it...
QUARTERLY MARKET INSIGHTS: Q1 2022
At MitonOptimal we take asset allocation (AA) very seriously, taking into consideration both...
MARCH 2022 | MARKET & PORTFOLIO COMMENTARY
It was another month of risk-off behaviour in equity markets in general, but especially in most...
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...
FEBRUARY 2022 | MARKET & PORTFOLIO COMMENTARY
After an “interesting” start to the year, we were all shocked at the news of events in Russia...
RUSSIA-UKRAINE ANALYSIS
Words don’t come easy when we look back on all the lives lost due to the COVID-19 pandemic over...
JANUARY 2022 | OFFSHORE MARKET & PORTFOLIO COMMENTARY
The year kicked off in familiar fashion as markets continued where they left off in 2021, but...
JANUARY 2022 | SA MARKET & PORTFOLIO COMMENTARY
The year kicked off in familiar fashion as markets continued where they left off in 2021, but...
CLOSING OUT 2021…SETTING THE SCENE FOR 2022
2021 has been an interesting year for many reasons. Coming hot off the back of 2020 (arguably...
DECEMBER 2021 | SA MARKET & PORTFOLIO COMMENTARY
The final quarter concluded a calendar year in which most investors in funds with longer-term...
DECEMBER 2021 | OFFSHORE MARKET & PORTFOLIO COMMENTARY
The final quarter concluded a calendar year in which most investors in funds with longer-term...
NOVEMBER 2021 I OFFSHORE MARKET & PORTFOLIO COMMENTARY
The end of November showed renewed angst in the market as the Omicron variant of the COVID-19...
NOVEMBER 2021 I SA MARKET & PORTFOLIO COMMENTARY
The end of November showed renewed angst in the market as the Omicron variant of the COVID-19...
OCTOBER 2021 I OFFSHORE MARKET & PORTFOLIO COMMENTARY
US stocks remain around all-time peaks and the JSE recovered during October. Coronavirus...
OCTOBER 2021 I SA MARKET & PORTFOLIO COMMENTARY
US stocks remain around all-time peaks and the JSE recovered during October. Coronavirus...
WALL OF WORRY
“There's a wall of worry that markets are trying to climb at the moment. We have an energy...
SEPTEMBER 2021 I OFFSHORE MARKET & PORTFOLIO COMMENTARY
Capital markets experienced a sell-off in September due to factors including inflation fears,...
SEPTEMBER 2021 I SA MARKET & PORTFOLIO COMMENTARY
Capital markets experienced a sell-off in September due to factors including inflation fears,...
AUGUST 2021 I OFFSHORE MARKET & PORTFOLIO COMMENTARY
It’s still an uncertain world with the Delta variant of COVID -19 continuing its destructive...
AUGUST 2021 I SA MARKET & PORTFOLIO COMMENTARY
It remains an uncertain world with the Delta variant of COVID -19 continuing its destructive...
WHAT LIES AHEAD FOR PLATINUM GROUP METAL COMPANIES
We comment and focus on the platinum mining sector on the Johannesburg Stock Exchange and in...
JULY 2021 I OFFSHORE MARKET & PORTFOLIO COMMENTARY
Whilst the Delta variant of COVID-19 continues to spread in developed and emerging markets,...
JULY 2021 I SA MARKET & PORTFOLIO COMMENTARY
Whilst the Delta variant of COVID-19 continues to spread in developed and emerging markets,...
INVESTMENT STRATEGY OVERVIEW: Q2 2021 / Q3 2021
Although this overview is aimed to communicate our asset class views and positioning, we cannot...
JUNE 2021 I OFFSHORE MARKET & PORTFOLIO COMMENTARY
The S&P 500 gained 14.4% for the 6 months to 30 June 2021. This is the second biggest...
JUNE 2021 I SA MARKET & PORTFOLIO COMMENTARY
It is pleasing to report that the JSE ALSI Index returned 13.2% for the 6 months to 30 June...
MAY 2021 | SA MARKET & PORTFOLIO COMMENTARY
What an incredible year it has been since the advent of Covid-19 in capital markets. The global...
MAY 2021 | OFFSHORE MARKET & PORTFOLIO COMMENTARY
What an incredible year it has been since the advent of Covid-19 in capital markets. The global...
PROPERTY – WHERE TO FROM HERE?
“Double, double, toil and trouble” … Or, at least, so it seems. Listed property has been cast...
APRIL 2021 | OFFSHORE MARKET & PORTFOLIO COMMENTARY
There has been a sharp recovery in equity prices since November 2020 when Biden was elected as...
APRIL 2021 | SA MARKET & PORTFOLIO COMMENTARY
There has been a sharp recovery in equity prices since November 2020 when Biden was elected as...
SAME, SAME BUT DIFFERENT…
This article was originally published in the April 2021 edition of MoneyMarketing. DFMs or DIMs...
MARCH 2021 | OFFSHORE MARKET & PORTFOLIO COMMENTARY
The major driver of short-term volatility in markets is the expectation of higher US inflation....
MARCH 2021 | SA MARKET & PORTFOLIO COMMENTARY
The major driver of short-term volatility in markets is the expectation of higher US inflation....
FEBRUARY 2021 | SA MARKET & PORTFOLIO COMMENTARY
The market volatility continued in February. Volatility can be interpreted as a negative, but we...
ESG INVESTING IN A POST TRUMP WORLD
Are we likely to see the next growth phase of ESG investing in a post Trump world? Increasing...
RIP VAN WINKLE OR SLEEPING BEAUTY WOULD HAVE BEEN HAPPY WITH 2020
There is a number of fables and fairy tales which relate the story of a fictitious person...
CLOSING OUT 2020
2020 will be remembered as one of the more remarkable years in history, with financial markets...
BOUTIQUES ARE BETTER…RIGHT
Head of Institutional Asset Consulting and Optimization, James Downie, features in Blue Chip...
SHORT TERM RALLY FOR THE JSE
Poor returns on the Johannesburg Stock Exchange (JSE), in particular over the past 5 years, have...
MY BIG PICTURE
This week's comment is a purely personal take on the state of the investment markets. The...
SQUEEZING THE LAST JUICE FROM THE LEMON
Many South Africans, particularly older ones, rely on the interest earned from their investments...
TIME TO HANDLE GOLD WITH KID GLOVES
A ‘Labour Day / May Day’ global celebration lies ahead on Friday. The world, however, is a very...
TAKING STOCK
To say that there have been significant moves in markets and societies in the recent fortnight...
THIS, TOO, SHALL PASS
We are all understandably nervous, scared and unsure of the future both in our personal lives...
THE CORONA VIRUS: ARE WE HEADING FOR A GLOBAL RECESSION?
Global equity markets and commodity prices are experiencing one of their worst drawdowns in the...
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