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Author: DDQInvest

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COP27: Adaptation is High on the Agenda

Adaptation, implementation and collaboration: three themes that will be front...

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How the Fragile Five Transformed into the Compelling Quartet

Key takeaways   Bond portfolio flows tend to flock to...

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Bear Market Rallies Happen…

Markets can be swung around by fear, greed and FOMO...

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Earning Excess Returns from Active Value Investing May Just Be Starting

Boston – The most common question posed by our Value clients...

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China A: Position for the Recoveries

The China A share market is poised to benefit from...

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Market Monitor – 5 August 2022

Global stock markets have managed to hold on to last...

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JP’s Journal: The Bank of England Goes Bearish

The Bank of England (BoE) hiked UK bank rate to...

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Central Bank Policy has Catalysed a Valuation Opportunity in the Software Space

2020 and 2021 saw investors putting record amounts of investments...

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Waller vs. Summers: Soft or Hard Landing for the US Economy?

There’s an ongoing debate between Federal Reserve Governor Chris Waller...

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AMO Insight “Why Bank of Japan Sticks to Accommodative Monetary Policy”

The price stability target of 2% looks unsustainable even with...

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