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...
DECEMBER 2021 | OFFSHORE MARKET & PORTFOLIO COMMENTARY

DECEMBER 2021 | OFFSHORE MARKET & PORTFOLIO COMMENTARY

The final quarter concluded a calendar year in which most investors in funds with longer-term investment horizons saw their savings increase by double-digit nominal returns, resulting in above-average real returns. The US equity market continued to appreciate...
DECEMBER 2021 | OFFSHORE MARKET & PORTFOLIO COMMENTARY

NOVEMBER 2021 I OFFSHORE MARKET & PORTFOLIO COMMENTARY

The end of November showed renewed angst in the market as the Omicron variant of the COVID-19 virus reared its head. The volatility spiked as many countries reacted too hastily in a knee-jerk effort to avoid a catastrophe. Since then, it is believed that the new...
DECEMBER 2021 | OFFSHORE MARKET & PORTFOLIO COMMENTARY

OCTOBER 2021 I OFFSHORE MARKET & PORTFOLIO COMMENTARY

US stocks remain around all-time peaks and the JSE recovered during October. Coronavirus treatments, easing travel curbs and the recent approval of a $550 billion US infrastructure bill have aided sentiment. Key central banks have also indicated they plan to scale...
OCTOBER 2021 I SA MARKET & PORTFOLIO COMMENTARY

OCTOBER 2021 I SA MARKET & PORTFOLIO COMMENTARY

US stocks remain around all-time peaks and the JSE recovered during October. Coronavirus treatments, easing travel curbs and the recent approval of a $550 billion US infrastructure bill have aided sentiment. Key central banks have also indicated they plan to scale...