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.

October 2018 Investment Update

Georgios Mouskoundi, Head of Advisory, introduces our investment update for September. The document contains an overview of our views on the various asset classes, as well as a range of high conviction investment ideas in equities and fixed income.

Brexit, blockchain and banking

What would it take to make London the digital capital of the world? Dolfin CEO Denis Nagy joined the line-up of speakers at Binary District’s most recent London event to consider whether blockchain is the answer.

Dolfin awarded custody and depositary licence in Malta

Ramon Bondin, recently appointed CEO of Malta-based Dolfin Asset Services, announces our new custody and depositary licence on the island and how it will benefit our clients.

Research

Read our independent research, including monthly investment updates plus quarterly scorecards and outlooks

September 2018 investment update

Georgios Mouskoundi, Head of Advisory, introduces our investment update for September. The document contains an overview of our views on the various asset classes, as well as a range of high conviction investment ideas in equities and fixed income.

Dolfin
/ 17 September 2018

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.

/ 7 August 2018

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

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.

/ 9 July 2018

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.

/ 7 June 2018

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.

/ 9 May 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

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.

Dolfin
/ 6 April 2018
2017

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.

/ 5 December 2017

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

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.

/ 3 November 2017

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.

Olga Tschekassin
/ 9 October 2017

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.

/ 12 September 2017

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.

/ 4 September 2017

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.

/ 8 August 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

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.

/ 10 July 2017

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.

/ 7 June 2017

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.

/ 8 May 2017

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.

Dolfin
/ 10 April 2017

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.

/ 3 March 2017

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.

/ 6 February 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.

/ 13 January 2017
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.

/ 7 December 2016

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.

/ 7 November 2016

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.

/ 4 November 2016

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