Asset Management

We combine deep qualitative analysis by our team of investment specialists with powerful quantitative analysis from our proprietary software to inform an unconstrained approach for strong, risk-adjusted returns.

Brexit vote: The UK runs out of superlatives

Despite all the impassioned headlines this morning, we have learned almost nothing as aresult of last night’s defeat.

The business of beauty

Millennials’ quest to achieve the perfect complexion is driving a boom in the skincare and beauty industry and abundant opportunity for investment. We investigate the rise and rise of skincare start-ups and ask where to find the next big winners.

Dolfin opens for US trading hours

Dolfin announced today that we have extended the hours of operation of our London-based independent trading desk to include US trading hours, allowing clients to execute trades in US-listed securities for the full duration of the session.

Research. Quarterly market views

Q1 2019 market views

Richard Gray, Head of Investment Management, believes that “now is the time to mend nets”. Download this quarter’s market views document and watch Richard provide his thoughts on some of 2019’s big themes for investors.

Richard Gray
/ 10 January 2019

Q3 2018 investment outlook

Our latest investment outlook is now available. It contains macro analysis by region and asset class, actionable investment ideas, and a scorecard showing how well the suggestions presented in our previous outlook have performed since. Our CIO, Vassilis Papaioannou introduces it.

/ 18 July 2018

Q2 2018 investment outlook

Our latest investment outlook is now available. It contains macro analysis by region and asset class, actionable investment ideas, and a scorecard showing how well the suggestions presented in our previous outlook have performed since. Our CIO, Vassilis Papaioannou introduces it.

/ 16 April 2018

Q1 2018 investment outlook

Our latest investment outlook is now available. It contains macro analysis by region and asset class, actionable investment ideas, and a scorecard showing how well the suggestions presented in our previous outlook have performed since. Our CIO, Vassilis Papaioannou introduces it.

Olga Tschekassin
/ 31 January 2018

Q4 2017 investment outlook

Our latest investment outlook is now available. It contains macro analysis by region and asset class, actionable investment ideas, and a scorecard showing how well the suggestions presented in our previous outlook have performed since. Our CIO, Vassilis Papaioannou introduces it.

/ 13 November 2017

Q3 2017 investment outlook

Our latest investment outlook is now available. It contains macro analysis by region and asset class, actionable investment ideas, and a scorecard showing how well the suggestions presented in our previous outlook have performed since. Our CIO, Vassilis Papaioannou introduces it.

/ 24 July 2017

Q4 2016 investment outlook

The fourth quarter finds investors more puzzled than ever about the future performance of major asset classes. Government bond yields at historic lows (in many cases in negative territory), corporate yields even more compressed, and equity markets a breath away from new highs all conspire to make new investments and portfolio allocations challenging.

/ 4 October 2016