Author: DDQInvest

UK Inflation Sees Downside Surprise, But Bank of England Still on Hiking Path

Consumer Price Index (CPI) fell to 7.9% year-on-year in June...

Asset TV: Climate Transition – Threats and Opportunities

Impact and engagement key factors in the transition to net...

Cash Flow Generation for Public DB Plans: A Long-Term Strategy for Near-Term Liquidity

Opportunities for Investing in the US

Past performance is not a guide to future performance. The...

Can an Equity Income Strategy Still Pay Dividends?

Global dividend levels have returned to pre-pandemic levels, but this...

JH Explorer in Iberia: Jamón and Copper Mining

Key takeaways:   Copper has very high electrical conductivity, making...

Emerging Market Investment Grade Debt: An Attractive Alternative for Insurers

Key takeaways We believe emerging market (EM) investment grade hard...

The Rising Efficiency – And Falling Costs – of Data Storage

Data storage has become much cheaper over the past decade...

Investing in Asia Bonds Through an ESG lens

Summary Asia’s sustainable bond market is growing rapidly but it...

Carmignac Patrimoine: Letter from the Fund Managers

+0.18% Carmignac Patrimoine’s performance in the 2nd quarter of 2023 for...