reports
- Vassilis Papaioannou
Monthly Investment Outlook
​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.From a macroeconomic perspective:The US: June rate hike on the cardsAfter a soft patch in Q1, recent data prints are pointing to acceleration in growth in the second quarter. We expect the FOMC to hike rates at the next meeting in June, and we ...
- Joshua Jarvis
- Vassilis Papaioannou
Quarterly 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.The first three months of 2017 delivered generous returns for investors in developed and emerging equity markets.Government bond yields reached new 12-month highs during the quarter only to fall back because of a dovi...
- Vassilis Papaioannou
Monthly Investment Outlook
O​ur 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.From a macroeconomic perspective:The US: Ready to hike rates in June ​Economic weakness in the first quarter should be temporary and investors are focused on company earnings results and political developments on the other side of the Atlantic...
- Alex Eventon
- Joshua Jarvis
Research Note: French Elections
​Markets will become increasingly consumed by the French elections in May. With European countries tabling existential questions following the Brexit vote, the coming election is being viewed as an indicator of the potential ramifications for the monetary union as the battle between pro- and anti-European forces plays out.
- Vassilis Papaioannou
- Thom Gascoigne
- Vassilis Papaioannou
Quarterly Investment Outlook
​Improving macroeconomic data and a shift towards fiscal accommodation have increased expectations for 2017. Global equity markets finished strongly in 2016 after recovering quickly from surprising political developments including the Brexit result, US presidential elections, and the Italian referendum. Bond markets were also positive (particularly the US high-yield space) despite the Fed’s recent hawkish rhetoric and a swathe of negative performances during the second half of the year. That...
- Alex Eventon
AT1 bonds should achieve good performance in the coming months, to the...
​Additional tier 1 bonds (AT1) are a type of debt issued by European/UK financial institutions that sit above equity in a bank’s capital structure but below other forms of debt. In a financial crisis environment, AT1s would become loss-absorbing (to avoid a repeat of the bailouts that scarred taxpayers during the financial crisis). To compensate for that additional risk, these bonds offer a higher level of return for investors.
- Thom Gascoigne
Protect your portfolio against rising inflation
​Any rise in inflation will affect an investor’s portfolio as “real money†returns will become more of a challenge to achieve. With this in mind, Dolfin present a way to mitigate these risks. For investors that believe that UK inflation will either remain steady or increase through 2017. This investment pays a 5.25% guaranteed income that will act as a hedge against higher inflation.
- Vassilis Papaioannou
Monthly Investment Outlook
​After Trump’s win, the US economy finished the year on an upbeat note, with solid data released last quarter and improving growth prospects. GDP is growing at the fastest pace since 2014 and the latest annual estimate reached 3.5 per cent for the third quarter of 2016. Labour market conditions remain strong, supported by the lowest unemployment rate since 2007 (4.6 per cent in November). The UK economy continues to surprise, buoyed by the government and the Bank of England. Economic growth ...
- Alex Eventon
High Conviction Investment Idea: Buy Jaguar Land Rover 2023 Senior Bon...
​Tata Motors Limited designs and manufactures cars under its own brand in India, and the Jaguar and Land Rover brands globally, following the acquisition of Jaguar Land rover (JLR) from Ford in 2008. JLR accounts for the majority of revenue and earnings. Tata Motors is consequently the largest automobile manufacturer in India in terms of revenue. The parent company employs around 70,000 people and is listed in India.
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