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European Real Estate: Shelter Amid ‘Tariff-Fying’ Times?

U.S. policy uncertainty means Europe might now be going from stagnant economic laggard to a potential oasis of calm for investors. Revisions to German spending...

Eastern Building Blocs: Seeking Opportunities in Bond Markets

As portfolio manager for the Carmignac Global Bond strategy, Abdelak Adjriou, continually seeks to find opportunities in areas of the bond market that can generate alpha. Given current geopolitical tensions...

WEBINARS

On Demand

18-May-2021

Emerging Markets Virtual Masterclass Switzerland

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On Demand

15-June-2021

Fixed Income Virtual Masterclass Switzerland

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Latest articles

Bond Markets

Carmignac | May 8, 2025

Eastern Building Blocs: Seeking Opportunities in Bond Markets

As portfolio manager for the Carmignac Global Bond strategy, Abdelak Adjriou, continually seeks to find...

Bond Market Equities Markets and Economy

Tariff Confusion

Heptagon Capital | May 2, 2025

View From The Top: Don’t Panic (Too Much)

View from the very top: There is a path out of current uncertainty. 2025 to-date...

Equities Markets and Economy US Tariff

Markets and Economy

Capital Group Companies | May 2, 2025

Four Scenarios for Uncertain Markets

There are no facts about the future — this much is certain. But when...

PODCASTS

High Yield Chat with Principal Global Investors

DDQ Invest chats to Simone Mallardi, Senior High Yield Analyst

Julian Page DDQ Invest 26.42 Min Listen

How to Find a Special Situation Investment...

M&G Special Situations Podcast

Podbean 22:29 Min Listen

Upcoming Events

11 Mar 2025

Fixed Income Masterclass Lunch
Geneva | 11 March 2025

We are delighted to host Fixed Income lunch in Geneva at the Mandarin...

Mandarin Oriental, Geneva

Interested

12 Mar 2025

Fixed Income Masterclass Lunch
Zurich | 12 March 2025

We are delighted to host our Fixed Income lunch in Zurich at the...

Mandarin Oriental Savoy, Zurich

Interested

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Latest VIDEOS

Global Investment Solutions | Zurich 2023

Global Investment Solutions | London 2023

Global Investment Solutions | Geneva 2023

A Glimpse of GIS Conference Geneva 2021 – Organized by DDQ Invest

We organized the 2021 GIS Geneva Conference which took place at the Beau Rivage Hotel, Geneva. The event kicked off with an intriguing Global Macro CIO discussion comprising Guy Kohemun, Annelise Peers, Norman Villamin (韋立民), and hosted by the wonderful Carolin Roth. Thank you to our fantastic sponsors Eurizon SLJ Capital, Federated Hermes – International, […]

A Glimpse of GIS London 2021 – Organized by DDQ Invest

We organized the 2021 GIS London Conference which took place at the Hotel Café Royal. To recap, we started off the day with a very insightful Global Macro CIO discussion including Alan Higgins, Caroline Simmons, Chris Iggo, Sir John Redwood, Haydn Jones, Charles McGarraugh and hosted by the wonderful Carolin Roth. Thank you to our […]

A Glimpse of GIS Conference Zurich 2021 – Organized by DDQ Invest

We organized the 2021 GIS Zurich Conference which took place at the Marriott Hotel Zurich. To recap, we started off the day with a very insightful Global Macro CIO discussion including Dr. Burkhard Varnholt, Dan Scott, Philipp Bärtschi, Thomas Wille, and hosted by the wonderful Carolin Roth. Thank you to our fantastic sponsors Eurizon SLJ […]

GIS Conference Zurich 2021 – Interviewing the Attendees – Organized by DDQ Invest

Larry Hatheway – Founder of Harbor Advisors

DDQINVEST talks to Larry Hatheway, Founder of Harbor Advisors about Inflation with Carolin Roth.

Christina Church – Head of Sustainable Investments, Lombard Odie

DDQINVEST talks to Christina Church, Head of Sustainable Investments, Lombard Odier about the ESG Investment Funds with Carolin Roth.

Andreas Wosol – Head of Value, Amundi Asset Management

DDQINVEST talks to Andreas Wosol, Head of Value, Amundi Asset Management about the shadow of growth investing with Carolin Roth.

Sarah Hardy on Ballie Gifford’s approach to Client Servicing

GIS Conferences Switzerland

A chance to capture the essence of the GIS Conferences organised by DDQ INVEST in Switzerland since 2008

Steve Kenny – Director of Wholesale Business

DDQINVEST talks to Steve Kenny, Director of Wholesale Business about Client Services.

Tim Alcorn – Head of Investment Risk Baillie Gifford

DDQINVEST talks to Tim Alcorn, Head of Investment Risk Baillie Gifford about Risk Management.

US Tariff

US Tariffs Break the USD Bull Case

Tariffs are net negative for the USD—they act as a major tax on businesses and consumers and hurt US credibility...

State Street Global Advisors | April 22, 2025

Equities US Dollar Outlook US Tariff

Multipolar Investment

Navigating the New Multipolar Investment Landscape

The global investment environment is undergoing a profound transformation, marked by a shift from a concentrated, unipolar market dominated by...

J O Hambro Capital Management Ltd | April 22, 2025

Equities Markets and Economy Multipolar Investment

Global Fixed Income

Global Fixed Income Monthly – April 2025

What is going on in America currently is clearly the dominant factor for markets. There is a debate about whether...

Mitsubishi UFJ Asset Management | April 22, 2025

Fixed Income Global Economy Monthly Insight

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