Author: DDQInvest
Living Wage in the Retail Sector
Our three-year engagement project on living wages comes to an...
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The Burden of Inflation Isn’t the Same in the US and Europe
Source: Carmignac, May 2022 In the US, household wealth and excess...
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Markets Trim Fed Rate Hike Expectations
A review of the week’s top global economic and capital...
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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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