Dolfin

28/07/2020

Our Q3 2020 investment outlook is now available. As usual, it lays out the latest views, analysis and thematic ideas from our Investment Management team. Click below for access.



https://dolfin.com/investment-outlook/q3-2020-investment-outlook/?utm_source=Facebook&utm_medium=Social%20media&utm_campaign=Q3%202020_landing_Facebook_social

15/07/2020

Can technology disrupt the , or will carbon crystals formed over millennia still capture consumers’ hearts?

The global diamond market is estimated to be worth some $90bn, according to Grand View Research, and – at least pre-coronavirus – was expected to continue to grow in the coming decade. That said, even before the pandemic struck (and knocked seven per cent off the industry’s value in March), 2020 was expected to be a difficult year. The sector was already facing unprecedented challenges, including changing consumer tastes and new technologies. Can it adapt? We take a look in the latest .

Can technology disrupt the diamond industry, or will carbon crystals formed over millennia still capture consumers’ hearts?

11/07/2020

In this week’s of Geoff Wan, Fixed Income Analyst at Dolfin, is joined by Richard Briggs, CFA, Investment Manager, Emerging Market Debt at GAM Investments and Bennett Lim, Portfolio Manager, Diamond Capital to talk about where the opportunities are in .

In this week's episode of Dolfin Discussions Geoff Wan, Fixed Income Analyst at Dolfin, is joined by Richard Briggs, Investment Manager, Emerging Market Debt at GAM Investments and Bennett Lim, Portfolio Manager, Diamond Capital to talk about Emerging Market Debt.

30/06/2020

In this week’s episode of James Gutman is joined by Caroline Miller, Chief Strategist BCA Research. Together they discuss the relationship between and , they also look at what the best assets to hold are.

In this week's episode of Dolfin Discussions James Gutman, our Head of Investment Portfolios, is joined by Caroline Miller, Chief Strategist at BCA Research, to discuss inflation.

25/06/2020

The second video in our series is now available to view online. Investment Associate, Anny Giavelli talks to Katie Mountain, Business Development Manager 60 Decibels and Dr. Barnabas Acs, Ph.D. EMEA Director of Sales Strategy & Ex*****on, Investment & Advisory, ESG at Refinitiv about how to measure the impact of impact.

Investing with impact is our new series of webinar discussions featuring our Investment Management team and special guests. We will outline our impact investing framework and hear from social enterprises, non-profit organisations and other investment companies.

In the second webinar of the series we focus on measurement and ask our guests 'how can we measure impact when impact investing?'

17/06/2020

Not all spies look like . is a growing concern for many organisations, denting profits and undermining trust. In the latest we look at how firms can combat it.

In late 2012, British vacuum cleaner firm accused its German competitor of planting a mole at the heart of its engineering team. The employee, a Chinese national named Yang Pang, was said to have passed secret information about motor technology to the German firm.

Not all spies look like James Bond. Corporate espionage is a growing concern for many organisations, denting profits and undermining trust. We look at how firms can combat it.

09/06/2020

This week in our video series, Head of Investment Management , Equity Portfolio Manager Mikhail Trebunskikh and Financial Analyst Maksat Stamakunov take a deep dive into and discuss some of the specific stocks in our ‘Resilient’ and ‘Recovery’ stock baskets.

In our series we discuss changes we are making in our model portfolios to best position them in light of how markets are being shaped by .

This week, we take a deep dive into equities and discuss some of the specific stocks in our 'Resilient' and 'Recovery' stock baskets.

06/06/2020

The big test: How do we unlock the world?

In this episode of James Gutman, our Head of Investment Portfolios, is joined by Katy Peters, Supporting Health Professionals And Parents With Vaccine Decisions, the Founder and CEO of 360 Health Ltd who runs a number of vaccination clinics (London Vaccination Clinic). They discuss the various medical challenges in getting the world back to ‘normal’, post Covid-19.

In this new episode of Dolfin Discussions James Gutman, our Head of Investment Portfolios, is joined by Katy Peters, the Founder and CEO of 360 Health Ltd who runs a number of vaccination clinics. They discuss the various medical challenges in getting the world back to 'normal', post Covid-19.

03/06/2020

In the this episode of James Gutman, our Head of Investment Portfolios, is joined by Charles Dumas, Chief Economist at TS Lombard. Together they try and make sense of the macro data in the current environment.

In Dolfin Discussions, members of our Investment Management team discuss a specific asset class, sector or topic. Click below to watch now.

In this week's episode of Dolfin Discussions James Gutman, our Head of Investment Portfolios, is joined by Charles Dumas, Chief Economist at TS Lombard. Together they try and make sense of the macro data in the current environment.

02/06/2020

With the UK set to launch its Covid-19 track and trace app in June, the latest looks at how technology has been deployed around the world to monitor the spread of the virus, and the implications for privacy and data security.

First, there was the question of whether a centralised model, developed by the health service’s digital unit, NHSX, should be used in preference to a decentralised model proposed by Apple and Google and adopted across many European counties. There were concerns over the app’s compatibility with older handsets and its hungry battery use. And the issue of data collected during the pandemic, focused on the involvement of the US-based data giant Palantir, prompted a furious response from privacy and human rights groups.

With the UK set to launch its Covid-19 track and trace app in June, we look at how technology has been deployed around the world to monitor the spread of the virus, and the implications for privacy and data security.