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.

August 2020 investment update webinar

Having entered the second half of an eventful 2020, you could be forgiven for assuming that all of the virus drama is behind us. The real drama in H2 however, is...

Diamonds might be forever

Can technology disrupt the diamond industry, or will carbon crystals formed over millennia still capture consumers’ hearts?

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.

Q3 2020 investment outlook

Investment outlooks / Q3 2020

Welcome to our Q3 2020 investment outlook. As usual, it lays out the latest views, analysis and thematic ideas from our Investment Management team.

Use the interactive menu on the left hand side to navigate the outlook to the sections that interest you the most or alternatively, start from the beginning and work your way through section by section.

Introduction

  • Webinar
    Watch members of our Investment Management team discuss some of the ideas presented in our Q3 2020 outlook during a ninety minute webinar held on 7 July 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.

  • Fixed income
    An overview of movements in rates and credit markets
  • Equities
    A look at the movements in equity markets and updates on our single stock holdings, including a summary of key moments in Q1 and rationale behind our positioning for video games, online life and emerging markets consumer
  • Alternatives
    This quarter, we look at ESG and cannabis.

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.

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