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MitonOptimal Core Conservative Income (Reg 28) – Sygnia

MitonOptimal Core Conservative Growth (Reg 28) – Sygnia

MitonOptimal Core Moderate Income and Growth (Reg 28) – Sygnia

MitonOptimal Core Moderate Growth (Reg 28) – Sygnia

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GLOBAL & SA MACRO OVERVIEW

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PORTFOLIO UPDATES

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You will be able to register for the portfolio update webinar once it has been scheduled.

WATCH: The latest update on the Sygnia portfolios

You will be able to watch a recording of the latest portfolio update webinar here once it has taken place.

11 DECEMBER 2025

MEETING PURPOSE Our investment team aim to meet every week to discuss the macro environment and how this could impact our current and future portfolio construction. KEY TAKEAWAYS Risk-On Stance: Team maintains a risk-on approach, slightly increasing exposure...

2 DECEMBER 2025

MEETING PURPOSE Our investment team aim to meet every week to discuss the macro environment and how this could impact our current and future portfolio construction. KEY TAKEAWAYS Performance Review: SA-focused funds outperformed global-focused ones, driven by...

25 NOVEMBER 2025

MEETING PURPOSE Our investment team aim to meet every week to discuss the macro environment and how this could impact our current and future portfolio construction. KEY TAKEAWAYS Market at a Critical Juncture: Global equities are testing key support levels...

18 NOVEMBER 2025

MEETING PURPOSE Our investment team aim to meet every week to discuss the macro environment and how this could impact our current and future portfolio construction. KEY TAKEAWAYS Global equities are losing momentum. The NASDAQ is testing a critical support...

11 NOVEMBER 2025

MEETING PURPOSE Our investment team aim to meet every week to discuss the macro environment and how this could impact our current and future portfolio construction. KEY TAKEAWAYS SA Property Upgraded: Nedbank research upgraded SA Listed Property to...

4 NOVEMBER 2025

MEETING PURPOSE Our investment team aim to meet every week to discuss the macro environment and how this could impact our current and future portfolio construction. KEY TAKEAWAYS The "Great Debasement Trade" Drives Markets: Central bank rate cuts (Fed) and...

28 OCTOBER 2025

MEETING PURPOSE Our investment team aim to meet every week to discuss the macro environment and how this could impact our current and future portfolio construction. KEY TAKEAWAYS The "Great Debasement Trade" Drives Markets: Central bank rate cuts (Fed) and...

22 OCTOBER 2025

MEETING PURPOSE Our investment team aim to meet every week to discuss the macro environment and how this could impact our current and future portfolio construction. KEY TAKEAWAYS The team remains cautiously bullish on commodities and optimistic on South...

14 OCTOBER 2025

MEETING PURPOSE Our investment team aim to meet every week to discuss the macro environment and how this could impact our current and future portfolio construction. KEY TAKEAWAYS Strategy remains cautious but opportunistic on global and local markets; focus...

30 SEPTEMBER 2025

MEETING PURPOSE Our investment team aim to meet every week to discuss the macro environment and how this could impact our current and future portfolio construction. KEY TAKEAWAYS Markets showing signs of frothiness in certain areas (e.g. top 7 US stocks, gold...

MARKETING

Core Allan Gray | Sales Aid

Economics and Market Data Pack

Investment Committee Team Sheet

Investment Process

Corporate Overview

QUARTERLY MARKET INSIGHTS | Q3 2025

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...

NOVEMBER 2025 | MARKET AND PORTFOLIO COMMENTARY

Global Market Overview Global markets entered November navigating a complex environment defined by slowing economic momentum, divergent monetary policy expectations, and an increasingly visible rotation across sectors and styles. Developed market equities delivered...