Author: DDQInvest

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Take Two: Global Growth to Remain Steady in 2025 Before Easing; Eurozone Activity at 10-Month Low

What do you need to know? The global economy is...

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European Banks: Strong Fundamentals and Pockets of Value

As we approach year-end it’s a good time to run...

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Private Markets, Edition December 2024

It gives us great pleasure to announce that going forward,...

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Long-Term Returns: Is Trump a Threat to Equity Dominance?

Since the global financial crisis, growth equities have been the...

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Multi Asset: Markets Hoping for Growth

Overweight equities, around neutral in property, commodities and bonds Our...

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Index Funds Can Be Used Actively

In a recent installment, we highlighted underperformance of active funds...

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Too Much of a Good Thing? How to Reduce Concentration Risk.

The U.S. made up 65% of the MSCI ACWI and...

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Blending Active and Index Building Blocks for Better Fixed Income Outcomes

Although the active versus passive management debate persists, more sophisticated...

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ClockWise: Could US Equity Exceptionalism Continue?

US equities continue to march higher after a broad-based rally...

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Take Two: Fed Likely to Cut Rates Gradually; Eurozone Inflation Rises

What do you need to know? Federal Reserve officials were...

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