Research. Dolfin Discussions

This week on Dolfin Discussions, James Gutman – our Head of investment Portfolios – is joined by Investment Associate Anny Giavelli and special guest Ellen Hughes-Cromwick, Senior Resident Fellow for Climate and Energy Program, Third Way, to discuss the future of electric cars.

In this week’s episode of Dolfin Discussions Geoff Wan, Fixed Income Analyst at Dolfin, is joined by Richard Briggs, Investment Manager, Emerging Market Debt at GAM Investments and Bennett Lim, Portfolio Manager, Diamond Capital to talk about Emerging Market Debt.

In this week’s episode of Dolfin Discussions James Gutman, our Head of Investment Portfolios, is joined by Caroline Miller, Chief Strategist at BCA Research, to discuss inflation.

In this new episode of Dolfin Discussions James Gutman, our Head of Investment Portfolios, is joined by Katy Peters, the Founder and CEO of 360 Health Ltd who runs a number of vaccination clinics. They discuss the various medical challenges in getting the world back to ‘normal’, post Covid-19.

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 of the macro data in the current environment.

In this week’s episode of Dolfin Discussions we look at valuations in the equity market. In what James Gutman, our Head of Investment Portfolios, calls “one of the greatest mysteries of the universe”, the team asks ‘do equity valuations make sense anymore?’ How can they keep going higher when we are in the midst of one of the deepest recessions in living memory?

In this week’s episode of Dolfin Discussions, James Gutman, our Head of Investment Portfolios, chats to Andrew Dodson, Managing Partner, Philipp Advisors, about moves in the Oil Market since their last conversation on 23 April 2020.

In this week’s episode of Dolfin Discussions, James Gutman chats to Dolfin Fixed Income Analyst Geoff Wan and Head of Trading Carl Androsiuk about the Bond ETF market, which has become of great importance recently.

In this week’s episode of Dolfin Discussions, James Gutman chats to Philipp Advisors’ Andrew Dodson about recent dramatic moves in the oil market including WTI going negative.I

This week, we look at the credit market and, in particular, we ask, should you own anything other than high yield if the Fed is buying the market?