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.

November 2019 investment update

October was a surprisingly good month but the wall of worry mounts, writes our Head of Investment Management, Simon Black. Download your copy of our November 2019 investment update and watch our briefing video to find out more.

Emerging market consumers: focus or fail

Middle classes in developing nations are the world’s biggest demand sector, yet many companies have failed to access them. Simon Black, Dolfin’s Head of Investment Management, looks at how firms and investors can refocus on this vast and growing group.

Dolfin launches Private Investment Club

Today we announced the launch of our Private Investment Club. The new offer is available to existing clients, providing exclusive, pre-screened investment opportunities across a variety of sectors and regions.

Research

Independent market views and actionable investment ideas

Q1 2019 market views

Richard Gray, Head of Investment Management, believes that “now is the time to mend nets”. Download this quarter’s market views document and watch Richard provide his thoughts on some of 2019’s big themes for investors.

/ 10 January 2019
2018

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.

/ 8 October 2018

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

March 2018 investment update

Vassilis Papaioannou, CIO, introduces our investment update for March. 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.

/ 6 March 2018

Investment update video: March 2018

Watch our Chief Investment Officer, Vassilis Papaioannou in conversation with our Chief Marketing Officer, Andrew Carrier discussing the latest monthly investment update, as well as the events in February that caused market volatility and what can we expect next.

Dolfin
/ 6 March 2018

February 2018 investment update

Our investment update for February is now available. It 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 February 2018

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.

/ 31 January 2018

January 2018 investment update

Our investment update for January is now available. It 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.

/ 12 January 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.

/ 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