Quarterly

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.

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.

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.

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.

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.

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.

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.

Q2 2017 investment outlook

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

Q1 2017 investment outlook

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

Q3 2016 investment outlook

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

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