Author: DDQInvest

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Covid-19 Hit Supply Chains Hard. Climate Shocks May Hurt More

The pandemic has tied a series of paralyzing knots in...

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January 2022: Key Themes 2022

A comprehensive view of the key themes that we believe...

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2022 Emerging Market Elections: The Who’s Who and the So What…

As democratic systems have been put in place across developing...

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Three Strategies for Beating Inflation with Bonds

Inflation was the dominant theme across financial markets in 2021,...

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Sustainability-Linked Bonds: Our Framework for Assessment

AXA IM is committed to the idea that investors will be...

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Why so quiet at the Bank of England?

It has been a very interesting start to the year...

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Pensions Investment Outlook: Challenges and Opportunities

Key points Driven by inflation fears, monetary policy will normalise...

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January 2022: Capital Markets View

The MFS Capital Markets View entering the first quarter of...

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Emerging Market Equities: Identifying the Key Long-Term Trend

As we enter 2022 we can expect robust fundamentals to...

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Emerging Markets are an “Active” Investment Universe

Frank Häusler, Vontobel’s Chief Investment Strategist, believes that emerging markets...

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