Author: DDQInvest

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Baillie Gifford Managed Fund’s Emerging Market Holdings: Five Burning Questions.

Key Points   In EM we pay close attention to...

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June Monthly Market Commentary: The Economy to Face Increasing Chill, not a Hurricane

Expectations for Fed and Bank of Canada (BoC) tightening continue...

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Risk & Reward – 2nd Issue 2022

Proxy voting can be powerful, but also challenging, particularly when...

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June Op-Ed – Stories for the Summer

Key points The so far impressive resilience in economic activity...

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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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