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Markets, wealth and frontier opportunities
The Investment Case for Freedom Holding Corp. (NASDAQ: FRHC): What Global Private Clients Should Know
Freedom Holding Corp. (NASDAQ: FRHC) has transformed from a regional brokerage into an integrated financial ecosystem spanning brokerage, banking, insurance, payments and digital services across Kazakhstan and Eurasia. Rainer Michael…
The Private ClientKey Investment Lessons and Insights: What Global Private Clients Need to Know
Investment CasesThe Investment Case for Georgia's TBC Bank: What Global Private Clients Should Know
The Private ClientActive ETFs versus Traditional Index ETFs: What Private Clients Need to Know
Investment Cases
42 articlesSingle-name, country and commodity theses — the actionable ideas.
The Investment Case for Freedom Holding Corp. (NASDAQ: FRHC): What Global Private Clients Should Know
Freedom Holding Corp. (NASDAQ: FRHC) has transformed from a regional brokerage into an integrated financial ecosystem spanning brokerage, banking, insurance, payments and digital services across Kazakhstan and Eurasia. Rainer Michael Preiss on the structural growth case, the premium valuation, and…
The Investment Case for Georgia's TBC Bank: What Global Private Clients Should Know
The Investment Case for Kyrgyzstan Equities: What Private Clients Should Know
Telefónica: Why Spain's Telecom Giant Deserves a Fresh Look from Dividend Investors
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
Markets & Geopolitics
17 articlesMacro, energy, currencies and the geopolitics that move portfolios.
The Georgian Lari (GEL) in a Global Context: What Private Clients Should Know
Georgia remains one of the world's hidden investment stories — a reforming, business-friendly economy at the crossroads of Europe and Asia, with a market-determined currency and a well-capitalised banking sector. Rainer Michael Preiss on what the Georgian lari reveals about the country's…
Central Asian Currencies in a Global Context: What Global Investors Need to Know
South Africa Overtakes Spain: Citrus Powerhouse Becomes
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
The Private Client
29 articlesPrimers and frameworks — how serious wealth should think and behave.
Key Investment Lessons and Insights: What Global Private Clients Need to Know
Long-term wealth creation is built on disciplined decision-making, asset allocation and risk management — not on picking the next fashionable stock. Rainer Michael Preiss on the lessons that still hold through the AI revolution and geopolitical change: why allocation beats selection, why time beats…
Active ETFs versus Traditional Index ETFs: What Private Clients Need to Know
Creating Sharia-Compliant Global Investment Portfolios: What Muslim Private Clients Need to Know
The Media, Newsflow and Private Clients' Portfolios: What Private Clients Need to Know
Timing the Market vs. Time in the Market: What Private Clients Need to Know
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
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.
