Author: DDQInvest

Polina’s Perspective: Chinese ‘Involution’ or Things Hard Work Can’t Fix
Are you a workaholic? I grew up with both of...
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Looking Back at Equity Factors in Q2 2023 with WisdomTree
Equity markets continued to rise in the second quarter of...
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EPC Spend in Housing Associations: An Uneven Playing Field?
Reviewing the impact of new regulations on housing association debt...
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JP’s Journal: Recession Delayed – Not Cancelled
Last week saw three UK by-elections in constituencies previously held...
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Market Monitor – 21 July 2023
Global stock markets have made solid gains this week following...
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Investment Comment – UK Inflation
Potentially a big turning point in the UK inflation story....
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Is AI excitement creating a stock market bubble?
History shapes our views and we are always seeking analogs...
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Reinvestment Risk Growing, Along with the Soft Landing Narrative
After years of rates being close to or below zero...
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