Author: DDQInvest

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Why Investors Should Focus on Unconstrained EM Strategies

This year has seen heightened levels of dispersion within emerging...

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Muzinich Weekly Market Comment

Weekly Update – “Pivot” Drumbeat This past week we saw...

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Some Central Banks Slow Rate-Hike Pace

A review of the week’s top global economic and capital...

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Global Food Crisis: How Can Investors Help to Ease It?

Key takeaways The fight against global hunger is becoming increasingly...

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Global Equity Quarterly (Q3 2022)

Retaining long-term confidence even if shorter-term developments remain volatile Global...

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Why I Believe in the Small Cap Premium

Past performance is not a guide to future performance. Do...

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Challenging the Hawks

Markets are again excited by the idea that we are...

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Monthly Highlights – October

Growing recession fears dent risk appetites. Global and Asian equities...

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Tactical Asset Allocation: We Remain Underweight Risk Relative to Benchmark

Key takeaways Our framework remains in a contraction regime. We...

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Time to Switch-Off the UK’s Political Reality Show

Recent UK political events have been likened to a reality...

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