Weekly House View | Earnings to the Fore
The week in review US jobs growth slowed more than expected in December, but the...
Inflation in China accelerated at its fastest pace in nearly three years in December, primarily driven by higher food prices. However, this upward move masks...
The week in review US jobs growth slowed more than expected in December, but the unemployment rate dipped to 4.4%, consistent with a ‘low hire, low fire’ labour market. The jobs...
The week in review US jobs growth slowed more than expected in December, but the...
“When machines begin to understand, reason and act in the real world… the ChatGPT moment...
Investors had a brief reprieve from geopolitical surprises at the end of December, but 2026...
DDQ Invest chats to Simone Mallardi, Senior High Yield Analyst
M&G Special Situations Podcast
In a recent meeting I was asked if I was still positive about...
The weekend’s operation in Venezuela and the capture of Maduro have further heightened...
This commentary covers the key takeaways for the listed commodities. Click the (x)...
Following a recent research trip to Taiwan and South Korea, Naomi Waistell, Co-Fund...
We are delighted to host our Fixed Income Masterclass Lunch in Geneva at...
Mandarin Oriental, Geneva
We are delighted to host our Fixed Income Masterclass Lunch in Zurich at...
Mandarin Oriental Savoy, Zurich
How to assess our approach to technology sector equities since...
How understanding market dynamics and research led insights help us...
This summer, UK gilt markets have outwardly been remarkably calm....
Our latest financial figures reveal a significant milestone: we have...
Some of the most popular Tags on DDQ Invest right now
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, […]
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 […]
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 […]
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 […]
DDQINVEST talks to Larry Hatheway, Founder of Harbor Advisors about Inflation with Carolin Roth.
DDQINVEST talks to Christina Church, Head of Sustainable Investments, Lombard Odier about the ESG Investment Funds with Carolin Roth.
DDQINVEST talks to Andreas Wosol, Head of Value, Amundi Asset Management about the shadow of growth investing with Carolin Roth.
A chance to capture the essence of the GIS Conferences organised by DDQ INVEST in Switzerland since 2008
DDQINVEST talks to Steve Kenny, Director of Wholesale Business about Client Services.
The world’s need for more power presents significant growth opportunities for utility companies and related sectors. Key Takeaways Global electricity...
Macro/government bonds The publication of weaker than expected US labour market data was the major catalyst for lower yields last...
A source of consistent debate over my career has been investment styles. As many investors know, there is no singular...
The bond market constrains the US government’s every move. Breaking free will require economic contraction, explains Edmund Harriss, CIO. The...
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