Author: DDQInvest
How Advanced is the Current Cycle?
The most important asset allocation decisions for global investors ought...
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ES Baker Steel Gold & Precious Metals Fund – Q1 2022 Investment Manager’s Commentary
Highlights: The precious metals sector rallied during Q4 2021,...
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MFS Stewardship Report: First Quarter 2022
As an active manager, we have always sought to identify...
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What’s Hot: Time to Trade the Dislocation Between Agricultural Commodities and Industrial Metals
A dichotomy has emerged within the commodity complex, evident from...
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Absolute Return in an Inflationary World
Portfolio Manager Luke Newman considers the opportunities for equity long/short...
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ESG: Performing Under Pressure
Highlights A question facing investors who align their investments to...
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2022 Investment Outlook Update
Martin Currie: Increased geopolitical tension and further lockdowns in China...
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Chapter Two: What’s Your Next Move in China Investing?
Investing in China lately has come with higher risks and...
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Federated Hermes Climate Change High Yield Credit Strategy, Interim Report 2022
In this inaugural report, we delve into what makes the...
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Emerging Markets Look Very Attractive at Current Discount Levels
The appeal of Emerging Markets’ (EMs) equities lies in the...
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