Welcome to 2026 - Gold and silver boom. DFC achieves 10-year anniversary.

Douglas Funds Consulting ("DFC") reached its 10-year anniversary in August 2025. Many thanks to all my clients and supporters for this milestone being achieved. Notably, I am currently Chair of the Entireti Investment Committees and a long-standing external member of the Stanford Brown Investment Committee.

In 2026, I look forward to continuing to provide investment committee, managed account reviews, ad hoc managed fund related research and fund manager coaching services to selected clients. The regulatory environment has become more challenging but DFC is well placed to offer quality independent research and advisory services.

From an investment perspective, geopolitical and macro-economic factors (such as persistent higher inflation) provide an interesting environment for investors who have experienced several strong years of equity market returns underpinned by the US tech sector and the Artificial Intelligence revolution. However, the boom in gold and silver prices suggest that investors are hedging the 'tail risks' from the tense and unpredictable global geopolitical situation.

Private markets continue to be active especially as seen in the increased local distribution of evergreen funds. This growth has occurred despite some concerns about higher credit risks in private debt markets.

Please contact me directly via this website or LinkedIn if you wish to discuss DFC services.