Author: DDQInvest
Time to separate the wheat from the chaff
Wheat prices have risen to their highest level in more...
View
China’s New Regulatory Cycle
Since first visiting China in 1982, I’ve witnessed the country’s...
View
Forward on Calm seas, Adaptive and Agile in Stormy Phases
VIEWPOINT Maintaining your course, even in turbulent times is not...
View
Revisiting Earnings Acceleration as a Source of Diversifying Excess Returns
Earnings acceleration—a change in the velocity of growth—indicates something is...
View
Market Rises on US Infrastructure, Subdued Inflation
As of noon on Friday, global equities established fresh records...
View
Increasing Transparency Through Disclosure
Kate Fowler, senior responsibility analyst at the international business of...
View
Summer Firmly Descends on the Markets
Both equities and bonds are often characterised by particular patterns...
View
What Does Company Optimism Tell us About the Outlook for Markets?
Our recent observations of corporate behaviour have seen us become...
View
The Changing Landscape of the Large- and Mid-Cap Growth Asset Classes
Nicholas J. Paul INSTITUTIONAL PORTFOLIO MANAGER Historically, an allocation to...
View
Revenge of the Old Economy
An impending global recovery that includes higher consumer spending, a...
View