QUARTERLY MARKET INSIGHTS: Q1 2022

QUARTERLY MARKET INSIGHTS: Q1 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...
PROSPECTS FOR SOUTH AFRICAN EQUITIES IN 2022

PROSPECTS FOR SOUTH AFRICAN EQUITIES IN 2022

Globally quite a bit has changed over the past few months and since our last strategy note. In our view there are two critical changes to be aware of. Firstly, the current and future inflation prospects in the US and globally have kicked up considerably higher, hence...
CLOSING OUT 2021…SETTING THE SCENE FOR 2022

CLOSING OUT 2021…SETTING THE SCENE FOR 2022

Download the 2021 Dashboard here 2021 has been an interesting year for many reasons. Coming hot off the back of 2020 (arguably one the most miserable years in recent history), you would be forgiven if you anchored expectations to the past and came through the year...