Author: DDQInvest


Building Momentum
Top 10 interview with Roland Hantke on unlocking infrastructure opportunities...
View
Can EM Equities Play Catch-Up in the Second Half of the Year? Spoiler Alert: We Believe So!
As last year was coming to a close, we believed...
View
Azhar’s Crunching Credit – June Swoon
June was a baffling month. Inflation data didn’t subside substantially,...
View
Direct Lending in Times of Uncertainty
It might seem a harsh economic environment for lenders. But...
View
China’s Housing Overhang Casts a Long Shadow
We believe speculation in China’s housing market jeopardises GDP growth...
View
Navigating Japan Equities: Monthly Insights from Tokyo (July 2023)
Labour shortages in focus as a virtuous inflation cycle helps...
View
Markets Adjust to Higher Rate Backdrop
A review of the week’s top global economic and capital...
View
Jupiter Merlin Weekly: NATO Recovers its Purpose – But What Next?
This Jupiter Merlin Weekly discusses how NATO’s support for Ukraine...
View
Bitesized Bonds: Fixed Income Insights Every Month
Carbon transition: three industries we are watching As we transition...
View