Author: DDQInvest
Quick Thoughts: Positioning for a Timely Opportunity in Munis
As markets continue to respond to an uncertain macroeconomic environment,...
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Navigating Japan Equities: Monthly Insights from Tokyo (June 2023)
Nikkei’s rise to 33-year high supported by reasonable expectations; semiconductor...
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Across The Universe #1: The Energy Transition
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Ukraine War: Trigger for Global Change
Anne Applebaum, Pulitzer-winning historian, author and Eastern Europe expert, argues...
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US Economy Set to Soften in Second Half
Huw Davies analyses the implication of the US debt ceiling...
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Assessing Our Inflation Toolkit
Reviewing the performance of our inflation hedges in the Asset...
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What Investors Need to Know About a US Eecession, China’s Recovery, and Eurozone Inflation
Key takeaways US recession? Data suggests the US economy is...
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Premier Office Space Offers Potential Opportunities as Workers Return and Tenants Demand More
KEY POINTS 1. We believe peak work from home is behind...
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UK Equities: The Song Remains the Same
– Despite the cost-of-living crisis we believe the gloom overhanging...
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