Japan Beyond the Reform Story: Focusing on the Next Opportunities
New bottom-up opportunities amid the ongoing structural shift, changing economy Japan’s investment story is evolving...
From the studioVideo: CIO Monthly | Mark Haefele on AI earnings, energy prices, and interest rates (4 mins)Video: Market Playbook | Why bank stocks are...
New bottom-up opportunities amid the ongoing structural shift, changing economyJapan’s investment story is evolving beyond corporate governance reform. Economic normalisation, rising wages, increased capital investment and AI-related demand are encouraging...
New bottom-up opportunities amid the ongoing structural shift, changing economy Japan’s investment story is evolving...
The CIO’s view of the week ahead. The week in review The S&P 5001 fell...
ETFs gathered $42 billion in September as the pace of flows into core equity exposures...
DDQ Invest chats to Simone Mallardi, Senior High Yield Analyst
M&G Special Situations Podcast
From Singapore to New York, the hidden affordability story lies in spending power,...
September’s strong economic growth and persistent inflation pulled markets in different directions. Global...
The Iran conflict started in February, and markets have feared higher interest rates...
Artificial intelligence (AI) is adding pressure to an already fragile grid, but we...
This lunch event will bring together leading fixed income experts, portfolio managers, and...
Hôtel Métropole Genève
This lunch event will bring together leading fixed income experts, portfolio managers, and...
Mandarin Oriental Savoy, Zurich
Marketing Communication. Capital at risk. For Professional Investors Only. Please...
Alok Bedekar, Senior ABS Fund Manager, explores the key features...
Real estate fundamentals strengthened in the second quarter as resilient...
As Fed officials remain in a wait-and-see mode, active bond...
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We organized the 2021 GIS Geneva Conference which took place at the Beau Rivage Hotel, Geneva. The event kicked off with an intriguing Global Macro CIO discussion comprising Guy Kohemun, Annelise Peers, Norman Villamin (韋立民), and hosted by the wonderful Carolin Roth. Thank you to our fantastic sponsors Eurizon SLJ Capital, Federated Hermes – International, […]
We organized the 2021 GIS London Conference which took place at the Hotel Café Royal. To recap, we started off the day with a very insightful Global Macro CIO discussion including Alan Higgins, Caroline Simmons, Chris Iggo, Sir John Redwood, Haydn Jones, Charles McGarraugh and hosted by the wonderful Carolin Roth. Thank you to our […]
We organized the 2021 GIS Zurich Conference which took place at the Marriott Hotel Zurich. To recap, we started off the day with a very insightful Global Macro CIO discussion including Dr. Burkhard Varnholt, Dan Scott, Philipp Bärtschi, Thomas Wille, and hosted by the wonderful Carolin Roth. Thank you to our fantastic sponsors Eurizon SLJ […]
We organized the 2021 GIS Zurich Conference which took place at the Marriott Hotel Zurich. To recap, we started off the day with a very insightful Global Macro CIO discussion including Dr. Burkhard Varnholt, Dan Scott, Philipp Bärtschi, Thomas Wille, and hosted by the wonderful Carolin Roth. Thank you to our fantastic sponsors Eurizon SLJ […]
DDQINVEST talks to Larry Hatheway, Founder of Harbor Advisors about Inflation with Carolin Roth.
DDQINVEST talks to Christina Church, Head of Sustainable Investments, Lombard Odier about the ESG Investment Funds with Carolin Roth.
DDQINVEST talks to Andreas Wosol, Head of Value, Amundi Asset Management about the shadow of growth investing with Carolin Roth.
A chance to capture the essence of the GIS Conferences organised by DDQ INVEST in Switzerland since 2008
DDQINVEST talks to Steve Kenny, Director of Wholesale Business about Client Services.
Lee Hollingworth, Retirement & DC Solutions Director, explores the future adequacy problem facing the UK DC system, and how an...
Berlin’s 34‑point reform program could be a major success because it addresses a multitude of challenges. Patience might pay off...
Our recent research-driven investment trip reinforced how AI is delivering real efficiency and productivity gains — but outcomes are uneven....
Key Takeaways: Rare earths and copper remain critical to AI, defense, electrification and broader industrial resilience. Supply chain vulnerability is...
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