QUARTERLY MARKET INSIGHTS: Q2 2023

QUARTERLY MARKET INSIGHTS: Q2 2023

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...
BOUTIQUES CONNECT | ASSET TV

BOUTIQUES CONNECT | ASSET TV

George Dell, Executive Director – Discretionary Fund Management, speaks to AssetTV about our journey, core offering and how we support advisers. The content of this interview is for information purposes only and does not constitute an offer or invitation to any...
APRIL 2023 | MARKET & PORTFOLIO COMMENTARY

APRIL 2023 | MARKET & PORTFOLIO COMMENTARY

The month of April was a relatively good month for risk assets in general, with no meaningful difference between returns of the various indices. Looking at the global space, returns were muted when looking in US Dollar terms. This was, in part, because of the...
QUARTERLY MARKET INSIGHTS: Q2 2023

QUARTERLY MARKET INSIGHTS: Q1 2023

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...
MARCH 2023 | MARKET & PORTFOLIO COMMENTARY

MARCH 2023 | MARKET & PORTFOLIO COMMENTARY

March was a turbulent month for global markets and a difficult one for local risk assets. Global risk assets did well in March (in US Dollar terms) despite the US Dollar being heavily on the back foot. Both developed and emerging markets gained in March ending month...