Investment accounts

Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.

Making sense of macro data when the data doesn’t make sense

In this week's episode of Dolfin Discussions James Gutman, our Head of Investment Portfolios, is joined by Charles Dumas, Chief Economist at TS Lombard. Together they try and make sense...

Riding the wave together

As the world begins its first tentative steps out of lockdown, Dolfin’s Head of Business Development Georgios Ercan and Head of Investment Management Simon Black reflect on the preoccupations our clients have expressed during the Covid-19 crisis

Dolfin’s response to Covid-19

We will safeguard the wellbeing of our team, continue to act as responsible members of the global community, and deliver uninterrupted, high-quality service to our clients and partners.

Q2 2020 investment outlook

Investment outlooks / Q2 2020

Welcome to our Q2 2020 investment outlook. As usual, it lays out the latest views, analysis and thematic ideas from our Investment Management team. What’s different this quarter is that, although we have traditionally published this as one standalone – typically printed – document, this time, because of the restrictions we face as a result of coronavirus, we are publishing it as website pages.

We hope you’ll find this new format as informative as ever and with more choice in terms of how you navigate the document. The sub-menu we have introduced makes it easier for you to jump around the document to the sections that interest you and you can also enlarge any graph you want with a simple click.

To navigate around our outlook, please click on any of the links below, use the sub-menu, or simply scroll click the ‘Next’ button at the end of each page.

Introduction

  • Webinar
    Watch members of our Investment Management team discuss some of the ideas presented in our Q2 2020 outlook during an hour long webinar held on 7 April 2020.

Views

A summary of our expectations of financial markets in the months ahead and how this has informed the asset allocation in our portfolios.

Analysis

Information about how we reach our views and our detailed analysis – both qualitative and quantitative – of each of the main asset classes.

Thematic ideas

Our investing is characterised by large thematic ideas that are changing the world around us and will continue to do so in the years to come.

  • Infrastructure
    This quarter we look at infrastructure as a thematic idea
Up next:
Letter to investors
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