Author: DDQInvest

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Keystone Positive Conversations 2022

We don’t just talk to managements, we listen. A snapshot...

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Quick Thoughts: Macro Perspectives—Finding the Path to Normal

What’s next for the economies and markets following the recent...

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Emerging Market Debt in a Volatile World

As currency volatility picks up, investors in emerging market debt,...

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Yields, Stocks Fall on Signs of Slowdown

As of noon on Thursday, global equities were modestly lower...

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Three Spring-Cleaning Stock Picks

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

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The Right Climate for Action: The Global Investment Management Summit

What’s next for global trade, global warming and the rise...

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Changing China’s Oil

Chinese oil demand has largely been correlated with GDP growth,...

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Monthly Market Roundup cov. March 2023

Key takeaways Banking sector woes hit investor sentiment initially, though...

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Why an Emerging Market ex China Strategy Offers a New Opportunity Set

Summary China’s growing dominance in the emerging market universe has...

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Loans Shine Bright, Showcasing Resiliency and Value

Boston – Last year’s hammering of the traditional stock/bond portfolio was...

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