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 was the month that all nine of our global multi-asset models went into positive territory on a YTD basis. While we are happy with the performance, our main focus remains on avoiding market downturns and thus minimising portfolio volatility.
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 likely to be political in nature.
All nine of our discretionary portfolios ended positive for the month of June, while eight out of nine are positive year to date. Our July monthly investment update is now available to download.
Sometimes investors are so focused in the rear view mirror, they fail to see the bumps in the road ahead. The disconnect between the macro-economic environment and markets has to reconnect at some point and when it does, it is unlikely to be in an orderly fashion.
Global equities made further gains in December, appreciating 2.9 per cent (as measured by MSCI World Index), taking their annual performance to 25.2 per cent, the best result for global equities in a decade.
November was another positive month for global equity markets, writes our Head of Investment Management, Simon Black. Our December monthly investment update is now available to download and view online.
October was a surprisingly good month but the wall of worry mounts, writes our Head of Investment Management, Simon Black. Download your copy of our November 2019 investment update and watch our briefing video to find out more.
One of the most common questions asked in client meetings is ‘What makes Dolfin different’? Clients often feel that they want their investment manager to stand out from the crowd and to be delivering something ‘better’ than their peers. Read more in our October monthly investment update, now available to download and view online.