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...
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...
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...
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...
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...