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thoughts
QUARTERLY MARKET INSIGHTS | Q2 2026
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...
AUGUST 2026 | MARKET AND PORTFOLIO COMMENTARY
Global Market Overview Global equities delivered a broadly positive month...
JULY 2026 | MARKET AND PORTFOLIO COMMENTARY
Global Market Overview July 2026 was a month of stark divergence across...
BLUE CHIP: DFM GUIDE 2026
We are pleased to be featured in this year’s Blue Chip Journal DFM Guide....
ASSET TV ROUND TABLE | RETIREMENT INCOME PLANNING
What does retirement planning look like today? In this AssetTV Round...
Videos
ASSET TV | FUND FIT SUMMIT
Head of Portfolio Management, Jacques de Kock, joined the latest AssetTV Fund Fit Summit to discuss how an unconstrained investment philosophy—paired with true alignment—can reshape the future of hedge funds for serious, long-term investors. In this engaging panel,...
ASSET TV | FUND FIT SUMMIT
Head of Portfolio Management, Roeloff Horne, participates in AssetTV's Fund Fit Summit series focusing on the Old Mutual Global Equity Fund, managed by Jupiter Asset Management. The panel unpacks strategy, risk management and long track record of the fund. The...
ASSET TV BOUTIQUES CONNECT | ASTUTE RANGE
Executive Director - Discretionary Fund Management, George Dell, joins AssetTV's Mosidi Modise in this Boutique's Connect as they discuss our Core ASTUTE Range of model portfolios. This range consists of two portfolios constructed using only local SA absolute return...
Education
WHAT IS A MODEL PORTFOLIO
A model portfolio, also referred to in some instances as a wrap fund, is a blended portfolio of financial instruments designed to achieve a specific risk reward return within an expected risk range over a set time horizon. In past years, a model portfolio was...
AN INTRODUCTION TO CRYPTOCURRENCY
RISING FROM THE CRYPT: A brief case study into Cryptocurrency Throughout history there have been numerous financial bubbles typified by exuberance at their zenith. However, invariably as the cycle has normalised, they have caused extreme angst and loss in their...
WHAT IS A TAX FREE SAVINGS ACCOUNT
Tax Free Savings Accounts (TFSA) were introduced in 2015 with the main purpose of incentivising and encouraging household savings. They are designed to be an investment vehicle within which the investor has access to a myriad of investment options (unit trusts, ETF’s,...
MitonOptimal South Africa (Pty) Limited is an Authorised Financial Services Provider Licence No. 28160, regulated by the Financial Sector Conduct Authority (FSCA) - Registration No. 2005/032750/07.
MitonOptimal Portfolio Management (Pty) Limited is an Authorised Financial Services Provider Licence No. 734, regulated by the FSCA – Registration No. 2000/000717/07.
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