Making sense of macro data when the data doesn’t make sense

In the first webinar of the series we discuss whether impact investing is relevant in a time of global emergency and ask our guests to share their insights on how private clients and markets are responding to the pandemic. Watch the full video now.

This week, we look at the emerging market consumer and ask has the ‘emerging market consumer engine’ that powers the world run out of petrol?

In this week’s episode of Dolfin Discussions we look at valuations in the equity market. In what James Gutman, our Head of Investment Portfolios, calls “one of the greatest mysteries of the universe”, the team asks ‘do equity valuations make sense anymore?’ How can they keep going higher when we are in the midst of one of the deepest recessions in living memory?