Author: DDQInvest

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Small is Beautiful: Opportunities in US Direct Lending

Key Takeaways Due to higher rates and other pressures, US...

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The Role of China in EM Benchmarks

Dijana Jelic, EM Equity Product Specialist, looks at China’s challenges...

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RSMR: VT Gravis UK Infrastructure Income Fund

The Gravis UK Infrastructure Income Fund invests in listed sterling...

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JP’s Journal: Awaiting the Cut

An article on the growth of passive investment caught my...

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How Generative AI is Redrawing Cybersecurity Battle Lines

Key Takeaways Generative AI gives attackers new powers and lowers...

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Muzinich Weekly Market Comment: A super week for central banks?

In our latest round-up of developments in financial markets and...

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The SNB Starts its Monetary Easing Cycle

At its meeting on 21 March, the Swiss National Bank...

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Circling Bondholders: The Debt Treatment of Ukraine

The starting gun has been fired on negotiations concerning the...

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Gold Miners are Digging In (Despite Your Disinterest)

Gold was little-changed in February; gold equities are poised to...

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China: Bottom-Up Opportunity as the Macro Picture Slowly Improves

While the top-down story has challenges, the notion that China...

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