Hope, Mood(y’s) and Destiny
We attended a global investment conference in Cape Town last week and experienced varied views on global risk assets by the asset managers presenting. One can easily be influenced by…
Is a recession looming?
In previous weekly comments and numerous alternate financial commentaries alike, the perceived correlation between an inversion of a country's sovereign yield curve and the prospect of an imminent recession have…
Prescribed Assets – sense or sensationalism?
Ever since the ANC announced in its 2019 manifesto that it would “Investigate the introduction of prescribed assets on financial institutions’ funds to unlock resources for investments in social and…
Central Bankers looking for fresh tools to tackle fears of a global recession
With the World’s monetary policy makers all congregating last week at Jackson Hole, Wyoming for the annual summer gathering at the economic policy symposium; it was interesting to read that…
The Corion Report – Monthly CIS insights May 2019
• Responsible for client savings since 2001• Successful and long term track record• Focused on risk management• Alternative and traditional solutions• Boutique investment firm• Passionate about investments Click here to…
Adding Integrity to your Investment checklist
By Richard Harwood CFA Managing Director (Jersey) and Fund Manager Investing, like many other aspects of the modern world, is changing rapidly to include softer considerations which would previously have…
Convertible Bonds – Should they be an addition in a diversified portfolio?
By Blair Campbell Chartered MCSI, Portfolio Manager (Guernsey) Rewind to the 4th Quarter of last year when numerous commentators and analysts were calling an end to arguably the longest bull…
Emerging Markets –Buy or Bye?
By Scott Campbell Group MD and Chief Investment Officer Since 2011, Emerging Markets (EM) have significantly underperformed the US market. As the following chart of the MSCI EM Index in…
The last straw that broke the camel’s back.
Oscar de Waal – Head of Manager ResearchThis saying is very pertinent in the environment we have at present. Few managers have delivered a positive return above their benchmark over…
The Global Real Estate Return Expectations Debate
By Roeloff Horne | Director and Head of Portfolio Management (SA) At MitonOptimal, we subscribe to a dynamic strategic asset allocation process and debate the real/absolute return prospects for each…