Author: DDQInvest

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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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IPCC 6th Assessment Cycle – Key Takeaways for Asset Management

With the publication of its ‘Synthesis Report’, the Intergovernmental Panel...

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A Tough Backdrop Allows ESG to Show its Worth

Runaway inflation, geopolitics and market volatility conspired to ensure 2022...

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Carmignac’s Model Portfolio Service: 1 Year Anniversary

What a year! 2022 will be remembered in multiple ways,...

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Renewables: Why the Energy Transition may be Faster than You Expect

The globe’s growing demand for energy and concerns over climate...

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Q1 2023 Review: Markets End Higher Amid Volatile Quarter

Following on from a very difficult year for investors, 2023...

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China’s Reopening Economy May Boost Non-U.S. Growth Equities

China’s reopening offers growth potential and helps sustain trends in...

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