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Author: DDQInvest

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Multi Asset: Markets Hoping for Growth

Overweight equities, around neutral in property, commodities and bonds Our...

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Index Funds Can Be Used Actively

In a recent installment, we highlighted underperformance of active funds...

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Too Much of a Good Thing? How to Reduce Concentration Risk.

The U.S. made up 65% of the MSCI ACWI and...

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Blending Active and Index Building Blocks for Better Fixed Income Outcomes

Although the active versus passive management debate persists, more sophisticated...

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ClockWise: Could US Equity Exceptionalism Continue?

US equities continue to march higher after a broad-based rally...

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Take Two: Fed Likely to Cut Rates Gradually; Eurozone Inflation Rises

What do you need to know? Federal Reserve officials were...

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THE WORLD AFTER FED EASING

The start of monetary easing by the Fed is always...

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Tariffs, Trade and The Not-Quite-Everything Rally

Donald Trump has been elected as the next president of...

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In Credit Weekly Snapshot – November 2024

A tale of two economies Key markets overview The times...

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JP’s Journal: The Hidden Energy Price Crisis

Last week saw the UK energy price cap raised for...

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