GLOBAL MACROECONOMIC OVERVIEW INVESTOR UPDATE | FEBRUARY 2023

GLOBAL MACROECONOMIC OVERVIEW INVESTOR UPDATE | FEBRUARY 2023

In this video, Roeloff Horne (Executive Director, Head of SA Portfolio Management) provides a 20 minute macro overview, looking at the global and local landscapes, as well as an investment outlook going forward. This video provides context to investor portfolios and...
JANUARY 2023 | MARKET & PORTFOLIO COMMENTARY

JANUARY 2023 | MARKET & PORTFOLIO COMMENTARY

In contrast to December, January opened on a bullish trend that continued for most of the month. There was, however, some nervousness by the end of January as some investors decided to take profits and murmurs of recessionary talk spiked up again. Overall it was a...
BLUECHIP JOURNAL FEATURE: ASTUTE RANGE

BLUECHIP JOURNAL FEATURE: ASTUTE RANGE

This article was originally published in the Q1 2023 edition of  Blue Chip Journal. ​MitonOptimal Launch Hedge Fund Model Portfolios   We are extremely excited to launch our much-awaited ASTUTE range of model portfolios, containing only absolute return funds and hedge...
LAUNCH: ASTUTE RANGE OF HEDGE FUND MODEL PORTFOLIOS

LAUNCH: ASTUTE RANGE OF HEDGE FUND MODEL PORTFOLIOS

MITONOPTIMAL LAUNCHES RANGE OF HEDGE FUND MODEL PORTFOLIOS  MitonOptimal has launched a range of model portfolios made up of only SA absolute return funds and hedge funds. The ASTUTE range currently consists of two models and is suited to investors looking to...
QUARTERLY MARKET INSIGHTS: Q4 2022

QUARTERLY MARKET INSIGHTS: Q4 2022

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...