Author: DDQInvest
JP’s Journal: A Tale of Two Quotes
“The past is a foreign country; they do things differently...
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Will We See Batteries Powering Large Containerships?
When it comes to batteries, automobiles have stolen the lion’s...
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Proxy Voting Season, ESG and a New Normal
The RLAM Responsible Investment team oversees voting activity across all...
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Supply Bull vs. Demand Bear Clouds Cotton’s Outlook
Cotton prices have been very volatile in 2022. The three-month...
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Sonia vs. SONIA: What We Know About Today’s Sterling Borrowing Rates
We compare the redhead of 90s pop with today’s red-hot...
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Credit Cracks: High Yield fundamentals and Default Risk
Persistent inflation and recession fears have led to jittery markets...
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Top 5 Takeaways for Infrastructure
The Inflation Reduction Act of 2022 is the most important...
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Your Luggage may be Stranded, But Currencies are on the Move
Statistical analysis of currency performance groupings reveals some surprising geographical...
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The Difference Hedging Costs Make for China Bonds
The dramatic drop in hedging costs increases attractiveness of onshore...
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