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Author: DDQInvest

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Q3 Earnings Roundup & Sector Views

With 26% of the S&P 500 earnings reported, third-quarter results...

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There will be Tactical Opportunities in China’s Onshore and Offshore Bond Markets

Despite the recent volatility in the Chinese equity markets and...

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US Disinflation is On its Way, But More Patience is Needed

After hiking fed funds rate from 0% in February to 3.25% today,...

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Can Solar Power Deflation?

The current energy crisis may mean the green transition is...

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What to Look for at COP27

The UN’s annual climate conference meets in Egypt November 6-18...

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Why the 60/40 Portfolio Still Makes Sense

Jacob de Tusch-Lec, manager of the Artemis Monthly Distribution fund,...

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A Sweet-Spot for Short-Dated Investment Grade Bonds

Last week we saw several new issues in the corporate...

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Digital Economy Strategy – September 2022

September was a challenging month for investors Sentiment significantly worsened...

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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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