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.

December 2019 investment update

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.

China leading the world in 5G

The race is on to connect people and things to 5G. For the moment, China is winning. But what makes 5G so important – and why is the US worried about Beijing’s head start? Jay Williams, Dolfin’s Head of China Desk, reports

Dolfin celebrates the best of 2019

During Advent 2019, we are celebrating a year spent uncovering the people, ideas and technologies shaping your investment landscape.

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.

Download Report pdf, 540 KB
8 August 2017 / Monthly investment updates
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From a macroeconomic perspective:

The US: A rebound in activity
The US economy rebounded in Q2 with strong economic activity, underscoring the temporary nature of the first quarter slow down. The economy remains on track with expanding industrial production and positive signals in the service sector, supported by a buoyant labour market. Meanwhile, inflation remains short of the Federal Reserve’s target, calling into question a third interest rate hike later this year.

The UK: The coming back of the doves
The UK economy has rebounded slightly in the second quarter with varied performance across sectors. While the service sector staged a comeback, industrial production and construction disappointed. An easing in inflationary pressures in June combined with a slowdown in the economy over the course of H1 took the wind out of the BOE hawk’s sails, leaving monetary policy on hold. Given the economic backdrop, we do not expect the BOE to hike interest rates any time soon.

The Eurozone: Strong growth in Q2
The Euro area experienced strong real GDP growth in Q2 with a pronounced rebound in industrial activity across countries and a positive performance in the service sector. Meanwhile, inflation remained short of the ECB’s target, providing little support for substantial tightening in monetary policy. We expect the Governing Council to prolong the quantitative easing program by another six months in the autumn, while reducing the amount of purchases to €40bn.

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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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