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Adding Integrity to your Investment checklist

Adding Integrity to your Investment checklist

  • Post author:Origin Group
  • Post published:April 10, 2019
  • Post category:MitonOptimal

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…

Continue ReadingAdding Integrity to your Investment checklist
Convertible Bonds – Should they be an addition in a diversified portfolio?

Convertible Bonds – Should they be an addition in a diversified portfolio?

  • Post author:Origin Group
  • Post published:April 10, 2019
  • Post category:MitonOptimal

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…

Continue ReadingConvertible Bonds – Should they be an addition in a diversified portfolio?
Emerging Markets –Buy or Bye?

Emerging Markets –Buy or Bye?

  • Post author:Origin Group
  • Post published:March 19, 2019
  • Post category:MitonOptimal

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…

Continue ReadingEmerging Markets –Buy or Bye?
The last straw that broke the camel’s back.

The last straw that broke the camel’s back.

  • Post author:Origin Group
  • Post published:March 13, 2019
  • Post category:MitonOptimal

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…

Continue ReadingThe last straw that broke the camel’s back.
INCOME EARNING ABILILTY

INCOME EARNING ABILILTY

  • Post author:Origin Group
  • Post published:March 12, 2019
  • Post category:General

For the months of March & April the Origin team is committed to help you replace your income during times you are not able to earn an income. The loss of…

Continue ReadingINCOME EARNING ABILILTY
The Global Real Estate Return Expectations Debate

The Global Real Estate Return Expectations Debate

  • Post author:Origin Group
  • Post published:February 11, 2019
  • Post category:MitonOptimal

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…

Continue ReadingThe Global Real Estate Return Expectations Debate
Standing out from the crowd

Standing out from the crowd

  • Post author:Origin Group
  • Post published:January 31, 2019
  • Post category:MitonOptimal

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…

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Crazy Guy on Bike – Sun 9 Dec, 2018. Day 371

Crazy Guy on Bike – Sun 9 Dec, 2018. Day 371

  • Post author:Origin Group
  • Post published:December 11, 2018
  • Post category:Crazy guy on Bike

Sun 9 Dec, 2018. Day 371 THE END, V&A Waterfront, Cape Town Distance 22 + 320761 = 20 783 Average 12.5 Time 1 h 47 m Location S33.905361, E18.420571 Our…

Continue ReadingCrazy Guy on Bike – Sun 9 Dec, 2018. Day 371
Crazy Guy on Bike – Sat 8 Dec, 2018. Day 370

Crazy Guy on Bike – Sat 8 Dec, 2018. Day 370

  • Post author:Origin Group
  • Post published:December 10, 2018
  • Post category:Crazy guy on Bike

Sat 8 Dec, 2018. Day 370 Staying with Una Holliday, Hout Bay Distance 38 + 20723 = 20761 Average 11.2 Time 3 h 39 m Location S34.03598, E18.347321 Peter, Pam…

Continue ReadingCrazy Guy on Bike – Sat 8 Dec, 2018. Day 370
Crazy Guy on Bike – Fri 7 Dec, 2018. Day 369

Crazy Guy on Bike – Fri 7 Dec, 2018. Day 369

  • Post author:Origin Group
  • Post published:December 10, 2018
  • Post category:Crazy guy on Bike

Fri 7 Dec, 2018. Day 369 Staying with Pam and Alan Lofthouse Distance 26 + 20697 = 20723 Average 13.5 Time 1 h 55 m Location S34.0621, S18.450832 Today was…

Continue ReadingCrazy Guy on Bike – Fri 7 Dec, 2018. Day 369
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