Author: DDQInvest

Energy Transition: The Decarbonised Dream within Reach.
New technologies, plummeting costs and our own changing behaviours all...
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BAKERSTEEL Electrum Fund I Class Factsheet February 2022
The Electrum Fund rose +9.0% during the month (I2 EUR),...
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ESG Investing in 2022: Action Accelerating Across the Board
What is driving the depth and diversity of sustainable investing...
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Growth Investing in Asia: Seizing the Opportunities from China’s New Growth Narrative
An accommodative policy backdrop, a smooth political transition and a...
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Sympathy for Devil’s Copper: Nickel
The London Metals Exchange (LME) is experiencing its longest period...
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The Evidence Doesn’t Point to Recession
It has been nearly a month since Russia invaded Ukraine....
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Quick Thoughts: Europe: On the Brink of a Global Re-Positioning
Russian President Putin’s invasion of Ukraine has resulted in an...
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Growth Investing in Asia: Riding on India’s Improving Fundamentals
India’s monetary and fiscal policies are coming together to support...
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Leveraged Loan Snapshot: Recent Spread Widening May Provide Compelling Entry Points
Volatility in the broader markets has finally made its way...
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The Uncharted Greenspace in Small-Cap ESG
Why small company ESG investing presents an opportunity, and how...
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