Author: DDQInvest

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Credit Exposure Should be Smart and Short in 2022

Fundamentally the outlook for 2022 appears less supportive than it...

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One Chart that Caught Our Eye Recently was the Current and Historic Bid-Ask Spreads in High Yield.

Among the feedback that we often receive is that high...

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Risk-Off Sentiment Presents Yield Opportunity in Good-Quality High Yield Bonds

We all shuddered along with markets when, on Friday, we...

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EV Lover, She’ll Take Your Heart Because It’s Greener: A Lifecycle Comparison Between Electric and Combustion-Engine Cars

Road transport is one of the largest contributors to global...

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Japan Stocks: Building on 40 years of Growth Investing.

As the Baillie Gifford Japan Trust enters its fifth decade,...

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Upwardly Mobile: Credit’s Quest for Glory

Fixed income portfolio managers Tom Ross and Tim Winstone explore...

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Inflation Risks: Calibrating Multi-Asset Income Investment Tactics.

Changing workforce demographics, Covid and climate change are pushing prices...

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Change of focus

Key points   The Omicron variant may change the policy...

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Green Power Hub Signals Winds of Change in Queensland

Neoen’s 157 MW Kaban Green Power Hub will bring wind...

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A New Era of Inflation – Time for Real Assets and Precious Metals?

It is increasingly clear that consumers and businesses are facing...

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