All News Articles | MitonOptimal Portfolio Management (CI) Limited

During a recent International Advisor Far East road show, the first of which was held in Kuala Lumpur and then in Honk Kong last month, Phil Penrose was interviewed by International Advisor.  As investors the world over seek to mitigate downside risk while simultaneously generating growth, Phil explains how investing in a carefully targeted blend of UK value and UK smaller company stocks [Read More]

As we enter May 2015, 2014 seems a distant memory and 2016 is fast approaching. An old adage in the investment game is “Sell in May and buy again on St Ledger day (in September)“, which many “boohoo” as a conspiracy theory. However, over the past 100 years, a remarkably large percentage of equity market gains have materialised in the period from September to May and then [Read More]

Scott Campbell (Managing Director and Chief Investment Officer of the MitonOptimal Group of companies) will be speaking as a guest on CNBC’s Street Signs Asia, the popular finance show in Singapore – on Tuesday 21st April, 2015 at 11:10 (Singapore time) – about Global markets, the impact of China, the potential US Federal Reserve rate raises later this year and the [Read More]

MitonOptimal launches the MitonOptimal UK Select Fund, with a focus on UK Smaller Companies & UK Value MitonOptimal International today announces the launch of a new offshore fund, combining the award-winning CF Miton UK Smaller Companies and CF Miton UK Value Opportunities funds from the Miton Group. Both underlying UCITS funds have delivered significant performance and attracted positive [Read More]

MitonOptimal South Africa and IP Management launch a Tax Free Savings Account solution for South African based investors. Whilst the product is specifically designed to promote savings amongst a much wider range of residence, with investment limitations set at R30 000 per tax year and R500 000 over the investor’s lifetime.  It is envisaged that there will be a positive response to this [Read More]

The first quarter of 2015 is well under way and what an exciting start to the year it has been. The Swiss National Bank decided to unpeg the Swiss Franc from the Euro, causing a 20% move in the currency cross and unprecedented volatility. Syriza, an extreme left – anti-austerity political party, had a landslide victory in Greek elections, with some interesting negotiations with the EU to [Read More]

Another busy quarter at MitonOptimal, both in South Africa and our International Operations. As we climb the wall of worry around the world of Ebola, Middle Eastern conflict, ISIL, Scottish Referendums and the exit of QE, it is not surprising that volatility is starting to rise. The almost uninterrupted, upwards movement of global equities for 3 years, until mid-year, with very low levels of [Read More]

The morning fund management meetings held at MitonOptimal play host to many different personalities; Professors with academic backgrounds, hedge fund managers, big picture strategic thinkers, tactical asset allocation mindsets, a geologist, many experienced fund analysts and quantitative technical analysts. Whilst pondering recent market weakness, we turned to the technical charts (or “tea [Read More]

Markets regained a little of their poise overnight with the VIX index of volatility falling back 4% from its three year high as US and Chinese equities managed to hold onto some slim gains at the close. The S&P 500 ended Thursday up 0.01% at 1,862, well off Wednesday’s low of 1,830, while Hong Kong’s Hang Seng index closed 0.57% up. Relatively positive US manufacturing and employment [Read More]

Wall Street declined on Wednesday on lingering concerns about weak global demand, but an afternoon rebound helped the Standard & Poor’s 500 Index pare its biggest intraday plunge since 2011. The Dow Jones industrial average fell 173 points, or 1.06%, to 16,142, the S&P 500 lost 15 points, or 0.81%, to 1,862 and the Nasdaq Composite dropped 12 points, or 0.28%, to 4,215. Yesterday’s [Read More]

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