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.

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.

Download Report pdf, 602 KB
4 September 2017 / Monthly investment updates
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From a macroeconomic perspective:

The US: Acceleration in consumer spending and investment
The US economy rebounded strongly in Q2 with the second estimate of US real GDP growth showing a significant acceleration in consumer spending and investment. The economy remains on track with expanding industrial production and a service sector healthier than previously thought. Positive data aside, inflation continued to move away from the Federal Reserve’s target, casting further doubts on a third interest rate hike later this year.

The UK: No imminent recession risk
The details of Q2 real GDP growth painted a bleak picture of the economy, although we view this weakness in the first half as transitory. A small rebound in growth from Q1 was driven by an upside surprise to government spending, while private consumption and investment data were flat. Forward looking signals point to a rebound in industrial production together with the long-awaited growth in exports. At the same time, inflation remains stable and was below market expectations in July, reducing the possibility that the Bank of England will hike interest rates anytime soon.

The Eurozone: Strong growth in Q2
The Euro area experienced strong real GDP growth in Q2, which has broadened and deepened across countries. 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 programme 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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