Author: DDQInvest

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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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...
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Asset TV: Climate Transition – Threats and Opportunities
Impact and engagement key factors in the transition to net...
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Cash Flow Generation for Public DB Plans: A Long-Term Strategy for Near-Term Liquidity
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Opportunities for Investing in the US
Past performance is not a guide to future performance. The...
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Can an Equity Income Strategy Still Pay Dividends?
Global dividend levels have returned to pre-pandemic levels, but this...
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