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Politics, Currencies and Relative Value

The US dollar is lower against most currencies so far this year. Some extreme commentary has dubbed it the ‘debasement’ trade. Others say it is...

Markets can reprice JGBs overnight, but the real fault line between volatility and vulnerability is when the effective interest rate surpasses growthJapan’s ultra-long-bond sell-off has been dramatic enough to revive...

Latest articles

volatility and vulnerability

DWS | January 30, 2026

Yields Spike, Costs Lag

Markets can reprice JGBs overnight, but the real fault line between volatility and vulnerability is...

Macro and Market

American Century Investments | January 30, 2026

Interest Rates Unchanged as Fed’s Course Remains Unclear

The Fed held rates steady as competing inflation and labor market risks gave most policymakers...

Fixed Income Inflation Macro Investment

Growth Funds

Guinness Global Investors | January 26, 2026

Quantum Computing Explained: Should Investors be Interested?

In this insight, we outline what quantum computing is – before examining its most promising...

Investment Strategy Quantum Computing Technology

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

10 Mar 2026

Fixed Income Masterclass Lunch
Geneva | 10th March 2026

This lunch event will bring together leading fixed income experts, portfolio managers, and...

Hôtel Métropole Genève

Interested

11 Mar 2026

Fixed Income Masterclass Lunch
Zurich | 11th March 2026

This lunch event will bring together leading fixed income experts, portfolio managers, and...

Mandarin Oriental Savoy, Zurich

Interested

Latest VIDEOS

Global Investment Solutions Conference Zurich 2025

Global Investment Solutions Conference Geneva 2025

Global Investment Solutions Conference London 2025

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.

Market Updates

Market Update on Developments in Venezuela

The weekend’s operation in Venezuela and the capture of Maduro have further heightened geopolitical tensions. The development has led to...

Spring Capital | January 8, 2026

Equities Market Insight Markets and Economy

Commodities

Commodities Tracker – January Edition

This commentary covers the key takeaways for the listed commodities. Click the (x) next to the sectors to see the...

Global X ETFs | January 8, 2026

Commodities Emerging Markets Volatility

Artificial Intelligence

The New Asian Tigers: At the Heart of the Artificial Intelligence Revolution

Following a recent research trip to Taiwan and South Korea, Naomi Waistell, Co-Fund Manager of FP Carmignac Emerging Markets, highlights...

Carmignac | November 11, 2025

Artificial Intelligence Emerging Markets Technology

Tech Solutions

Carmignac Portfolio Tech Solutions: A Fund that Represents a Long-Term Conviction

How to assess our approach to technology sector equities since the launch of Carmignac Portfolio Tech Solutions? 2024 was a...

Carmignac | October 7, 2025

Equities Markets and Economy Technology