Author: DDQInvest
Credit Cracks: High Yield fundamentals and Default Risk
Persistent inflation and recession fears have led to jittery markets...
View
Top 5 Takeaways for Infrastructure
The Inflation Reduction Act of 2022 is the most important...
View
Your Luggage may be Stranded, But Currencies are on the Move
Statistical analysis of currency performance groupings reveals some surprising geographical...
View
The Difference Hedging Costs Make for China Bonds
The dramatic drop in hedging costs increases attractiveness of onshore...
View
2021 Stewardship Annual Report
We’ve built a stewardship platform to reflect our values, which...
View
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...
View
Many Megatrends Depend on Semiconductors. What’s Happening in the Space?
Governments are competing with each other to ensure stable future...
View
Water, Water, Everywhere?
Addressing water scarcity — a global issue already impacting billions...
View
Pendal Agree Acquisition Proposal from Perpetual
An important announcement to clients from J O Hambro’s CEO (UK,...
View
The SEC’s Imperfect Solution to an Important Issue
Our reaction to the SEC’s proposed rules on ESG disclosures...
View