Standing out from the crowd
By James Sullivan, Managing Director & Fund Manager, UK It seems an awful long time ago, but when I would go to football training as a kid, I’d fret about…
Investor’s Notebook by Stephen Cranston
Positively passive James Downie may well be the best asset consultant in SA He has an independent mindset and a wealth of knowledge. So I couldn't ignore it when…
US mid-term elections (don’t underestimate the female voter)
By Joanne Baynham As the dust has settled, post the 6th November mid-term elections, we share with our readers what we have learnt post the election results. Firstly, as it…
What catalyst/s do we need for a recovery in Emerging Market and SA Risk Assets?
By Roeloff Horne It has been a devastating eight months for investors in Emerging Market (EM) bonds and equities. In US$ terms, investors in EM equities (using the MSCI EM…
October sell off: An airpocket or something more serious?
By Joanne Baynham If you listen to various commentators talk about world equities, one would be under the illusion that the bull market days are numbered, especially after the recent…
The meteoric expansion of global debt (and what comes next)
BY PHIL PENROSE A decade after the global financial crisis, increasing levels of debt in prominent developing economies are driving fears of a new panic that could spread far beyond the…
Bon Voyage John Authers
BY LIAM WYATT Financial Times contributor John Authers wrote his last “The Long View” article on the weekend after 12 years in harness at the pink paper. We at MitonOptimal have…