Author: DDQInvest

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Refocusing on Fundamentals in Challenging Markets

Moderating growth, conflict in Ukraine and the prospect of a...

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Why Emerging Market Debt Needs Both a Passive and Active Approach

Most investors already allocate to emerging market debt (EMD). It...

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Welcome to the New Era of Fed Activism

Key takeaways Biggest hike in two decades The Fed tightened...

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A Bird in the Hand Is Worth Two in the Bush

Against a backdrop of higher short-term interest rates, Rob Almeida...

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Fed Watch: Nifty-Fifty

In a somewhat anti-climactic fashion, the Federal Reserve (Fed) delivered...

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The Consumer Report

Households are about to experience the biggest hit to disposable...

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Energy Transition Commodities: Price Resilience to Economic Slowdown

The combined effect of inflationary pressure, resulting interest rate hikes,...

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The Cycle and theSspreads: Institutional Investors Stay Committed to EM Bonds, But not the Retail

Key takeaways Growth headwinds: two well-known factors, one unpredicted The...

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“Real Estate Investments Have a Lot of Potential in 2022 as Well”

The real estate investment environment is developing favorably. The ongoing...

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Tactical Asset Allocation Views: A More Balanced Outlook, But Still Equity

Each quarter, the Multi Asset Team shares its fundamental tactical...

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