August 2018 investment update

Vassilis Papaioannou, CIO, introduces our investment update for August. The document contains an overview of our views on the various asset classes, macroeconomic analysis for the US, UK and the euro area, as well as a range of high conviction investment ideas in equities and fixed income.

Investment update video: August 2018

Our Head of Advisory, Georgios Mouskoundi, discusses the highlights from the August investment update with our Chief Marketing Officer, Andrew Carrier.

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.

July 2018 investment update

Vassilis Papaioannou, CIO, introduces our investment update for July. The document contains an overview of our views on the various asset classes, macroeconomic analysis for the US, UK and the euro area, as well as a range of high conviction investment ideas in equities and fixed income.

Investment update video: July 2018

Our Chief Investment Officer, Vassilis Papaioannou, discusses the highlights from the latest quarterly investment outlook with our Chief Marketing Officer, Andrew Carrier.

Q3 2018 Macroeconomic review

Our latest macroeconomic review is now available. Global economist Olga Tschekassin analyses the recent economic developments by region and sector, and gives an outlook on what to expect for the coming quarters.

June 2018 investment update

Vassilis Papaioannou, CIO, introduces our investment update for June. The document contains an overview of our views on the various asset classes, macroeconomic analysis for the US, UK and the euro area, as well as a range of high conviction investment ideas in equities and fixed income.

Investment update video: June 2018

Our Chief Investment Officer, Vassilis Papaioannou, discusses the highlights from the latest investment outlook with our Chief Marketing Officer, Andrew Carrier. This month, our investment team is taking a neutral view on rates and equities and is remaining positive on credit. Watch the full video to hear our views on last month’s events in Italy and Spain.

May 2018 investment update

Vassilis Papaioannou, CIO, introduces our investment update for May. The document contains an overview of our views on the various asset classes, macroeconomic analysis for the US, UK and the euro area, as well as a range of high conviction investment ideas in equities and fixed income.

Investment update video: May 2018

Watch our Chief Investment Officer, Vassilis Papaioannou, in conversation with our Chief Marketing Officer, Andrew Carrier. Vassilis provides a summary of May 2018's outlook, discusses interest rates in both the UK and US, and shares an investment idea around equities.

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.

April 2018 investment update

Vassilis Papaioannou, CIO, introduces our investment update for April. The document contains an overview of our views on the various asset classes, macroeconomic analysis for the US, UK and the euro area, as well as a range of high conviction investment ideas in equities and fixed income.

Investment update video: April 2018

Watch our Chief Investment Officer, Vassilis Papaioannou, in conversation with our Chief Marketing Officer, Andrew Carrier. Vassilis presents the highlights from the latest Quarterly investment outlook and talks about what factors affected the decision of maintaining neutral positioning across asset classes. Also, Vassilis and Andrew discuss investing in FAANGs, as well as Brexit and US and China trade wars. If you’d like to know more please watch our latest video:

Q2 2018 macroeconomic review

Our latest macroeconomic review is now available. Global economist Olga Tschekassin analyses the recent economic developments by region and sector, and gives an outlook on what to expect for the coming quarters.

March 2018 investment update

Vassilis Papaioannou, CIO, introduces our investment update for March. The document contains an overview of our views on the various asset classes, macroeconomic analysis for the US, UK and the euro area, as well as a range of high conviction investment ideas in equities and fixed income.

The residential real estate market: A macroeconomic perspective

Our latest research note is now available. This time, we are looking at the housing market in UK, US and Euro Area. 

Investment update video: March 2018

Watch our Chief Investment Officer, Vassilis Papaioannou in conversation with our Chief Marketing Officer, Andrew Carrier discussing the latest monthly investment update, as well as the events in February that caused market volatility and what can we expect next.

February 2018 investment update

Our investment update for February is now available. It contains an overview of our views on the various asset classes, macroeconomic analysis for the US, UK and the euro area, as well as a range of high conviction investment ideas in equities and fixed income.

Investment update video: February 2018

Watch our Chief Investment Officer, Vassilis Papaioannou in conversation with our Chief Marketing Officer, Andrew Carrier discussing the latest monthly investment update. Vassilis’s believes that “weak dollar will continue to support emerging markets and commodities in general”. To find out more and to hear information about our investment ideas - please watch our video.

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.

Investment update video: January 2018

Watch our Chief Investment Officer, Vassilis Papaioannou, present our monthly investment update. In this short video, he provides a macroeconomic framework for the upcoming month and a summary of our view on the various asset classes. Vassilis believes that 2018 is starting off on a strong foot, "powered by earnings growth optimism, robust consumer demand, and anchored inflation expectations."

January 2018 investment update

Our investment update for January is now available. It contains an overview of our views on the various asset classes, macroeconomic analysis for the US, UK and the euro area, as well as a range of high conviction investment ideas in equities and fixed income.

2017

Investment update video: December 2017

Watch global economist, Olga Tschekassin, present our monthly investment update. In this short video, she provides a macroeconomic framework for the upcoming month and an overview of our view on each of the main asset classes. Olga believes that global economic conditions remain robust as we enter the last month of the year. The strong economic sentiment has carried over to the month of December, as major economies with strong consumer sentiment and Europe's manufacturer's PMI are at a 17-year high. On the fixed income side, we remain negative on global rates, neutral on investment grade and positive on high yield.

December 2017 investment update

Our investment outlook for December is now available. It contains an overview of our views on various asset classes, macroeconomic analysis for the US, UK and the Eurozone, as well as a range of high conviction investment ideas in equities and fixed income.

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.

Investment update video: November 2017

Watch our investment adviser, Josh Jarvis, present our monthly investment update. In this short video, he provides a macroeconomic framework for the upcoming month and an overview of the asset classes. He has a positive outlook for the global economy for the course of November. He expects continued economic strength to both fuel corporate earnings and bolster investor sentiment for equities. On the fixed income side, we are positive on high yield as strong macro fundamentals and improving corporate balance sheets provide good guidance for future carry collection.

November 2017 investment update

Our investment outlook for November is now available. It contains an overview of our views on various asset classes, macroeconomic analysis for the US, UK and the Eurozone, as well as a range of high conviction investment ideas in equities and fixed income.

October 2017 investment update

Our investment outlook for October is now available. It contains an overview of our views on various asset classes, macroeconomic analysis for the US, UK and the Eurozone, as well as a range of high conviction investment ideas in equities and fixed income.

Investment update video: October 2017

Watch our CIO, Vassilis Papaioannou, present our monthly investment update. In this short video, he provides a macroeconomic framework for the upcoming quarter and an overview of the asset classes. He suggests that the recent actions and intentions of the major central banks reaffirm our negative view on the sovereign bond market. We expect steepening of the US curve as the third hike is already priced in and any news on the tax cuts or infrastructure should weigh on the long end. On the equities side, solid PMIs and robust consumer spending are the catalysts for positive trend continuation. As such, we favour Europe, US, Canada and Japan.

Investment update video: September 2017

Watch our CIO, Vassilis Papaioannou, present our monthly investment update. In this short video, he provides a macroeconomic framework for September and an overview of the asset classes. He suggests there is a strong momentum behind manufacturing and consumer spending especially in Europe and the US. However renewed geopolitical risks and benign inflation are causing concerns for investors and policy makers. For fixed income, balance sheet reduction and a pending hike by the Fed, alongside the ECB’s tapering discussion and an ultra-low interest rate environment, paint a bleak picture for government bonds. On the equities side, the recent euro strengthening has restrained equities from breaking above the March highs, but current levels provide an excellent buying opportunity.

September 2017 investment update

Our investment outlook for September is now available. It contains an overview of our views on various asset classes, macroeconomic analysis for the US, UK and the Eurozone, as well as a range of high conviction investment ideas in equities and fixed income.

August 2017 investment update

Our investment outlook for August is now available. It contains an overview of our views on various asset classes, macroeconomic analysis for the US, UK and the Eurozone, as well as a range of high conviction investment ideas in equities and fixed income.

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.

July 2017 investment update

Our investment outlook for July is now available. It contains an overview of our views on various asset classes, macroeconomic analysis for the US, UK and the Eurozone, as well as a range of high conviction investment ideas in equities and fixed income.

Investment update video: July 2017

Watch our CIO, Vassilis Papaioannou, present our monthly investment update. In this short video, he provides a macroeconomic framework for the upcoming quarter and an overview of the asset classes. He suggests that within the context of Q3’s solid economic performance – moderate inflation and emerging signs of hawkishness from the European Central Bank, the Bank of England, and the Bank of Canada -investors should form their directional views with a high degree of conviction and include market neutral strategies to diversify their portfolios.

June 2017 investment update

Our investment outlook for June is now available. It contains an overview of our views on various asset classes, macroeconomic analysis for the US, UK and the Eurozone, as well as a range of high conviction investment ideas in equities and fixed income.

Investment update video: June 2017

Watch our Head of Fixed Income, Alex Eventon, present our monthly investment update. In this short video, he provides a summary of the Investment Team’s current focus on our expectations from the ECB meeting – and do the fundamentals justify action? We continue to be bullish on the Euro, the ECB unwind should lift the European currency. We also remain negative on German bonds: the combination of positive economic momentum and an ECB that is stepping back from quantitative easing will weigh on German government bonds.

Q2 2017 investment outlook

The first three months of 2017 delivered generous returns for investors in developed and emerging equity markets.

May 2017 investment outlook

Our investment outlook for May is now available. It contains an overview of our views on various asset classes, macroeconomic analysis for the US, UK and the Eurozone, as well as a range of high conviction investment ideas in equities and fixed income.

April 2017 investment update

Our investment outlook for April is now available. It contains an overview of our views on various asset classes, macroeconomic analysis for the US, UK and the Eurozone, as well as a range of high conviction investment ideas in equities and fixed income.

March 2017 investment update

Our investment outlook for March is now available. It contains an overview of our views on various asset classes, macroeconomic analysis for the US, UK and the Eurozone, as well as a range of high conviction investment ideas in equities and fixed income.

February 2017 investment update

Our investment outlook for February is now available. It contains an overview of asset classes, detailed macroeconomic outlooks for the US, UK and the Eurozone, as well as a range of high conviction investment ideas in equities and fixed income.

World infrastructure

According to McKinsey, the world will need to spend at least $57,000bn between now and 2030 to build the ports, power plants, rails, roads, telecommunications, water systems, and other infrastructure that the global economy demands. For advanced economies, the priority is to renew aging and dilapidated infrastructure; for emerging ones, it is to build the […]

Q1 2017 investment outlook

Improving macroeconomic data and a shift towards fiscal accommodation have increased expectations for 2017.

January 2017 investment update

Our investment outlook for January is now available. It contains an overview of asset classes, detailed macroeconomic outlooks for the US, UK and the Eurozone, as well as a range of high conviction investment ideas in equities and fixed income.

2016

December 2016 investment update

Our investment outlook for December is now available. It contains an overview of asset classes, detailed macroeconomic outlooks for the US, UK and the Eurozone, as well as a range of high conviction investment ideas in equities and fixed income.

November 2016 investment update

Our investment outlook for November is now available. It contains an overview of asset classes, detailed macroeconomic outlooks for the US, UK and the Eurozone, as well as a range of high conviction investment ideas in equities and fixed income.

Trump vs Clinton: Brexit déjà vu

The upcoming US election (probably the most polarised in recent US political history) is the event foremost in investors’ minds this month. They are trying to form a view based not only on macroeconomic data but also on the new president’s likely policy actions. Until last week, conventional wisdom at least informed who that president […]

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.

Q3 2016 investment outlook

Dolfin CIO Vassilis Papaioannou introduces this quarter's investment outlook.

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