UK Equities: The Song Remains the Same
– Despite the cost-of-living crisis we believe the gloom overhanging the UK economy is overdone...
KEY POINTS1. We believe peak work from home is behind us, and that the pendulum has begun to swing.2. High quality and premier office space is differentiated...
- Despite the cost-of-living crisis we believe the gloom overhanging the UK economy is overdone - UK stocks continue to trade at a discount of around 30% to global equities, which...
– Despite the cost-of-living crisis we believe the gloom overhanging the UK economy is overdone...
With agile and proactive treasury teams, companies can strike a fine balance between addressing unexpected...
Market sentiment remains cautious amid ongoing concerns about elevated inflation, recession risk, and the lingering...
DDQ Invest chats to Simone Mallardi, Senior High Yield Analyst
M&G Special Situations Podcast
After decades of steadily losing ground in semiconductor manufacturing, the U.S. bets its...
Key points: A truly sustainable investment approach should consider a trinity of financials,...
International equities offer historically cheap valuations relative to their own history and to...
Key Points Baillie Gifford’s clients invest in innovation via the companies shaping...
We are delighted to invite you to our Emerging Markets Masterclass Lunch, taking...
Hotel President Wilson - Geneva
We are delighted to invite you to our Emerging Markets Masterclass Lunch, taking...
Widder Hotel - Zurich
Our 2023 survey showed continued improvement in attention to most...
MIT Technology Review recently put on its EmTech Digital conference....
A deal has been struck to extend the debt ceiling...
Generative AI has the potential to change the way we...
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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 Jupiter Merlin team imagine what the Bank of England Governor might say to the Chancellor, then assess who’s ahead...
The Global Natural Resources Team discusses the highlights of their recent study into avoided emissions and the implications for investors....
Past performance is not a guide to future performance. The value of an investment and the income generated from it...
The strategy currently has a definite bias toward larger cap companies. How does this fit with a transformation fund? https://player.vimeo.com/video/826851968?h=40285a26d2&badge=0&autopause=0&player_id=0&app_id=58479