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Markets, wealth and frontier opportunities
Telefónica: Why Spain's Telecom Giant Deserves a Fresh Look from Dividend Investors
As Spain celebrates its 2026 FIFA World Cup win, Telefónica (BME: TEF) is transforming from a debt-laden high-yield telecom into a value-oriented infrastructure play. Rainer Michael Preiss on the strategic reset under CEO Marc Murtra — a…
The Private ClientTiming the Market vs. Time in the Market: What Private Clients Need to Know
Investment CasesThe Investment Case for ROBO Global Robotics & Automation ETF (NYSE: ROBO)
Investment CasesVictoria Falls Stock Exchange (VFEX): Africa's US Dollar Frontier Market
Investment Cases
39 articlesSingle-name, country and commodity theses — the actionable ideas.
Telefónica: Why Spain's Telecom Giant Deserves a Fresh Look from Dividend Investors
As Spain celebrates its 2026 FIFA World Cup win, Telefónica (BME: TEF) is transforming from a debt-laden high-yield telecom into a value-oriented infrastructure play. Rainer Michael Preiss on the strategic reset under CEO Marc Murtra — a more sustainable free-cash-flow-linked dividend…
The Investment Case for ROBO Global Robotics & Automation ETF (NYSE: ROBO)
Victoria Falls Stock Exchange (VFEX): Africa's US Dollar Frontier Market
SpaceX (SPCX): Wall Street's New Consensus Trade?
Physical AI: The Next Great Investment Theme
Vibe Coding: The Next Productivity Revolution and a Transformative Investment Theme
SpaceX IPO and Space: The Final Frontier Investment Theme
The Investment Case For Mozambique Stock Market
Uzbekistan & UZNF: The Investment Case for Central
Markets & Geopolitics
15 articlesMacro, energy, currencies and the geopolitics that move portfolios.
South Africa Overtakes Spain: Citrus Powerhouse Becomes
South Africa has achieved a significant agricultural milestone, overtaking Spain to become the world’s largest citrus exporter by volume.
Oil Market Strategy: WTI & Brent for Investors
The Strait of Hormuz Oil Shock: Portfolio Defense for
Stagflation & Investment Portfolios / What Private
Oil Investing Strategy: Iran Conflict & Energy
Investing in Oil & Energy: US-Iran Conflict
Iran Conflict: Portfolio Construction & Risk
Japanese Yen (JPY) Outlook 2026 - A Tactical Comeback,
Silver Sell-Off: What It Means for Investors
The Private Client
25 articlesPrimers and frameworks — how serious wealth should think and behave.
Timing the Market vs. Time in the Market: What Private Clients Need to Know
One of the oldest debates in investing is whether to time the market or simply stay invested through cycles. Rainer Michael Preiss argues that time in the market usually beats timing the market — owning quality assets, reinvesting dividends and letting compounding work over decades — and sets out…
Re-Thinking Portfolio Construction for Private Clients in the Age of Artificial Intelligence
Who Is Really Working for You? A Private Client's Guide to Selecting a Multi-Family Office
Index Investing and the Risks of Mega IPOs such as SpaceX and OpenAI
Beyond 60/40: What It Means for Private Clients in a
Investor Psychology: How Private Clients Can Optimize It
How to Work With a Multi-Family Office (MFO)
Alpha, Beta & AI: What Private Clients Must Know
Selecting a Bank and Banking Relationship: A Strategic
Annual Outlooks
11 articlesThe DFO Yearbooks and the Wealth Creation country series.
DFO Yearbook — 2023 Investment Universe
After the ‘Big Bond Reset’ of 2022 and the associated fallout in global financial markets, we could witness a very pleasant and highly rewarding recovery in 2023. All major asset classes achieved positive returns.
Malaysia Wealth Creation 2023
Japan Wealth Creation 2023
Taiwan Wealth Creation 2023
Korea Wealth Creation 2023
DFO Yearbook — 2022
Indonesia Wealth Creation 2022
China Wealth Creation 2022
India Wealth Creation 2022
In the Press
15 articlesDas Family Office on Bloomberg, Citywire and Business Media Georgia.
DFO - VenCap Webinar “Technology Trends in a VC Portfolio”
At Das Family Office, we recognise that technology trends are a key driver of venture capital performance, yet they remain inherently difficult to predict.
