O’Connor CIO Newsletter-Hedge Funds Outlook
The challenging macro backdrop of 1H2022 has weighed heavily not only on beta performance in...
Macro Matters provides a concise, comprehensive look at macroeconomic themes that matter to clients.Key takeaways01 The second half of 2022 may look like the reverse...
The challenging macro backdrop of 1H2022 has weighed heavily not only on beta performance in equities, credit and long duration fixed income, but also on the fundamental relative value strategies...
The challenging macro backdrop of 1H2022 has weighed heavily not only on beta performance in...
Royal London releases 2022 interim results: 19% increase in new business sales driven by the...
The growth of online shopping over the pandemic has resulted in the proliferation of Buy...
DDQ Invest chats to Simone Mallardi, Senior High Yield Analyst
M&G Special Situations Podcast
Cheeseburgers. What is happening across the UK economy can be well illustrated by...
To invest or not to invest in Digital assets, that is the question!...
We continue to be more bearish than the consensus and expect growth will...
Given that the current downturn really is global, we are struck by the...
We are delighted to invite you to our 2021 GIS London Conference, taking...
Hotel Café Royale, London
Sheraton Grand Hotel, Edinburgh
Executive summary Infrastructure provides the foundations for a more sustainable...
Stocks remain vulnerable to a wave of profit forecast cuts,...
Fund Overview • The Fund aims to generate long-term capital...
Last Wednesday the US Federal Reserve (Fed) delivered its expected...
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 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 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.
Key points: The US is not yet in a “proper recession” – yet. The labour market is key there,...
By incentivising the production of unhealthy food, the current system of agricultural subsidies is damaging our health as well as...
The Federal Open Market Committee (FOMC) hiked its federal funds rate target by 0.75% at its July meeting, as expected. The...
High yield bonds have unique characteristics compared to conventional fixed income securities. With attractive risk-adjusted returns, strong diversification benefits and...