Video Publications
DFO Reflections Q1 - 2021
DFO Reflections Q1 - 2021
March 2021

In many respects, the first quarter of 2021 followed the performance of the final quarter of 2020: shares of small and medium-sized companies as well as developing countries continued to outperform; shares of cyclical industries also rallied strongly, whereas so-called ‚stay-at-home stocks‘ or shares of companies with high-quality and less cyclical earnings underperformed. China and Hong Kong saw an exuberant bull market.

DFO Investment Yearbook 2020
January 2021

Enclosed you will find the 3rd edition of our DFO - Investor Yearbook.

The aim of our Yearbook is to show which return expectations for global capital markets and various asset classes are realistic and sound. Unfortunately, neither investors nor financial advisors seem able to define realistic long-term return expectations for common equity and fixed income markets. This makes them vulnerable to unrealistically high but also unrealistically low expectations. Neither is helpful, as opportunities are missed on one hand, while excessively high expectations can easily be disappointed on the other. By providing very specific data and information, we want to contribute to making it easy for more investors to find out which expectations are reasonable.

DFO Reflections Q4 - 2020
December 2020

The final quarter of 2020 followed the good performance of previous quarters. Particularly corporate bonds (which were badly hit in the spring and whose returns were far behind those of government bonds) saw a massive recovery. This recovery was so strong that our investment components, which mainly contain corporate bonds, ended the year with higher total returns than those consisting mainly of government bonds. While this is quite normal, the crash in the spring of 2020 once again showed that corporate bonds should not be seen as „crash insurance“ – a fact that should definitely be taken into account when constructing quality investment portfolios.

The content of this website is for information only and does not constitute an offer for any services,advice or inducements to transact in any asset;nor does it form the basis of,or be relied upon,in connection with any contract or commitment whatsoever. Any opinions or statements included herein constitute our judgment at the time specified and may be subject to change without notice. However, no representation or warranty, express or implied, is made to its accuracy or completeness. Das Family Office Pte Ltd and its affiliates, therefore, accept no liability for any loss arising, whether direct or indirect, caused by the use of any part of the information provided. All rights in respect of translation, adaptation or total or partial reproduction of this document, by any process whatsoever, in any country whatsoever, is prohibited unless Das Family Office Pte Ltd has given its consent.
Copyright® Das Family Office Pte Ltd. All rights reserved