Author: DDQInvest
The Difference Hedging Costs Make for China Bonds
The dramatic drop in hedging costs increases attractiveness of onshore...
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2021 Stewardship Annual Report
We’ve built a stewardship platform to reflect our values, which...
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Monthly Commentary: Too Early for Fed “Pivot” when U.S. Job Market is Still Booming?
It appears U.S. inflation has peaked, but the battle against...
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Many Megatrends Depend on Semiconductors. What’s Happening in the Space?
Governments are competing with each other to ensure stable future...
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Water, Water, Everywhere?
Addressing water scarcity — a global issue already impacting billions...
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Pendal Agree Acquisition Proposal from Perpetual
An important announcement to clients from J O Hambro’s CEO (UK,...
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The SEC’s Imperfect Solution to an Important Issue
Our reaction to the SEC’s proposed rules on ESG disclosures...
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Out of the Labyrinth: Managing Limited-Price Indexation Cashflows
Limited-price indexation pension increases are challenging to hedge perfectly but...
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