Author: DDQInvest

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Global House View

Figure 1: All investments contain risk and may lose value....

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Building Momentum

Top 10 interview with Roland Hantke on unlocking infrastructure opportunities...

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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...

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Azhar’s Crunching Credit – June Swoon

June was a baffling month. Inflation data didn’t subside substantially,...

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Direct Lending in Times of Uncertainty

It might seem a harsh economic environment for lenders. But...

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China’s Housing Overhang Casts a Long Shadow

We believe speculation in China’s housing market jeopardises GDP growth...

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Navigating Japan Equities: Monthly Insights from Tokyo (July 2023)

Labour shortages in focus as a virtuous inflation cycle helps...

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Markets Adjust to Higher Rate Backdrop

A review of the week’s top global economic and capital...

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Jupiter Merlin Weekly: NATO Recovers its Purpose – But What Next?

This Jupiter Merlin Weekly discusses how NATO’s support for Ukraine...

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Bitesized Bonds: Fixed Income Insights Every Month

Carbon transition: three industries we are watching As we transition...

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