Investment accounts

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 2019 investment update

With US vs China and UK vs the EU we anticipate bouts of elevated volatility in H2 2019 – which will require nimble movement in and out of equity markets to avoid losses. Our August monthly investment update is now available to download and view online.

The end of the grid

The entrenched, centralised nature of our electricity supply is being disrupted, largely by community energy projects. But what does this mean for the sector?

Dolfin Quarterly magazine now available online

For the first time since we began publishing it in 2017, our latest DQ magazine is available for download. If you haven’t yet picked up your printed copy at our offices, please help yourself to the Summer 2019 issue as a PDF below.

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.

Download Report pdf, 568 KB
5 December 2017 / Monthly investment updates
Author

From a macroeconomic perspective:

The US: Unshaken economic acceleration
US economic growth has accelerated in Q3, shaking-off the negative economic impact caused by hurricanes Harvey and Irma over the summer. Growth remains supported by strong consumer sentiment and a stark rebound in industrial activity going into Q4. With an increase in underlying inflation pressures coupled with stronger-than-expected GDP growth, nothing stands in the way of a rate hike in December.

The UK: Sterling ascending
The services sector was the main growth engine of the UK in Q3, fuelled by an expansion in private consumption. Meanwhile, the increasingly tight labour market has produced another month of negative real wage growth. Going forward, we expect a decline in price pressure towards year end to alleviate the pressure on purchasing power. Turning to industry, full order books and buoyant export demand point to further expansion in the manufacturing sector, supporting our view of a turnaround in exports in Q4.

The Eurozone: All guns blazing
The Euro area economy has stepped up a gear in its cyclical recovery, supported by a significant acceleration in German and Italian economic activity. Going into Q4, industrial sector sentiment remains buoyant with the Manufacturing PMI standing at a 17-year high and pointing to further expansion in output. Adding to this, optimistic consumer confidence should support services sector growth in Q4. Meanwhile, price pressures remain subdued, leaving the ECB on the side-lines.

Investment accounts

Dolfin’s investment accounts safeguard securities and cash, while ensuring you or your clients can take full advantage of multi-asset, multi-currency, and multi-strategy investments.

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About us

Founded as a London-based wealth boutique in 2013, today we’re a diversified financial services firm with an international presence and our own bespoke technology platform.

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