Author: DDQInvest
Slower Pace of Rate Hikes a Boost for Asian Assets
Slower pace of rate hikes a boost for Asian assets...
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The Land of Smiles No More
With Covid-19 cases rising Samir’s latest Armchair Observer focuses on the...
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Striking a Balance: Risks to Growth Require “Light-Touch” Policy on Inflation
The Franklin Templeton Investment Solutions assesses the likely path of...
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Opportunities in Alternative Fixed Income
In recent years alternative fixed income assets such as loans,...
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Monetary Policy and the Yield Curve
Monetary policy is set to become less supportive in 2022....
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Global Equities: Focus on the Predictable
Global Equity Portfolio Manager Gordon Mackay believes investors should focus...
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Opportunities and Risks on the Road to Net Zero
Updating our views on market signals and some key investment...
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Asset Allocation 2021/22: Review and Outlook
After the shock Covid-19 recession of 2020, global economic growth...
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Real Estate Outlook – APAC, Edition 4 – 2021
APAC economies slowed in the third quarter. Apart from China,...
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