Author: DDQInvest

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Is it Time to Buy China?

The MSCI China Index fell 55%1 from February 2021 to March...

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ES Baker Steel Gold and Precious Metals Fund B Class Factsheets May 2022

The Fund fell -12.5% during the month (B Class), compared...

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June Global Macro Monthly – A Summer of Discontent

Key points   Our global outlook was more pessimistic than...

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The Next Investment Opportunity Flies Overhead

Perhaps the biggest upcoming transformation in this decade is mobility....

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Impact Investing in the Health Sector

The Health Innovation team on ESG, the future of medicine...

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2022 Mid-Year Investment Outlook: Where do We Go from Here?

Key takeaways The Russia-Ukraine war has exacerbated inflationary pressures while...

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Rates and Commodities Ease As Recession Risks Rise

A review of the week’s top global economic and capital...

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What’s Hot: European Parliament Supports Strengthening the EU Emissions Trading System

Although European Union Allowance (EUA) futures fell 3.4% on 22nd June...

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Will High Yields Stay High?

The repricing in markets has been particularly painful for investors,...

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Why Could There Potentially be a Real Case for Global Real Estate?

Why could there potentially be a real case for global...

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