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DFM Area
A year on…
‘From time-to-time financial markets get disconnected from reality’. This was the opening line to our Quarter two investment report last year.  We’re now approaching the …
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January Portfolio Update…
2021 started where 2020 left off; at a fast pace. Lockdowns were extended across the majority of the developed world, vaccines rolled out at unprecedented …
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Quarter 4 2020 Investment Update
Market Review
We approached Q4 with cautious optimism. First the caution; political noise was bound to increase around Brexit and the US election, with neither …
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A Review of 2020…
It is difficult to know where to start this year, however the declaration of have a ‘Happy New Year!’ will have more meaning this year …
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November Performance Update…
As most of us hoped and felt was likely, November was the month when we received positive vaccine news. In our last performance update we …
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Small margins count… welcome to Dynamic Planning, powered by DBW
Without stating the obvious, it is clear that our main goal as investment managers is to ensure our returns meet our client objectives. In other …
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October Performance Update…
After six straight months of positive portfolio returns, October looked to be inevitably more challenging. The political world has seldom faced more pressure in such …
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Quarter 3 2020 Investment Review
Market Review
We’ve all quickly become accustomed to disruption and volatility. Before Q3 had begun, this year had already encompassed the quickest 30% market fall, …
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The New Office World…
The relaxation of lockdown rules has seen around half of our 30 strong team return to our office in Newark. A small handful are working …
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July Performance Update
The sun is out, the beaches are packed, and the government is paying for us all to have discounted meals out… who would have dreamt …
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