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Author: DDQInvest

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The US Macro Week That Was

We continue to be more bearish than the consensus and...

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Asset Allocation Highlights – Expectations Out of Line

Given that the current downturn really is global, we are...

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Sustainable Infrastructure: Enabling the Transition to the New Economy

Executive summary Infrastructure provides the foundations for a more sustainable...

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Barometer: Earnings Maths Does not Add Up

Stocks remain vulnerable to a wave of profit forecast cuts,...

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UK Equity Income Bulletin

Fund Overview • The Fund aims to generate long-term capital...

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JP’s Journal: Where the US Leads, Others will Follow

Last Wednesday the US Federal Reserve (Fed) delivered its expected...

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Mid-Summer Blues

Key points:   The US is not yet in a...

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Are Food Subsidies a Force for Good?

By incentivising the production of unhealthy food, the current system...

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Fed: Flying Blind

The Federal Open Market Committee (FOMC) hiked its federal funds...

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The Evergreen Appeal of High Yield Bonds

High yield bonds have unique characteristics compared to conventional fixed...

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