Inflection Points: The Spooked Earnings-Driven Market
For a market delivering record mid-cycle earnings growth, the apathy and indifference seem palpable. We...
From gridlock and government spending to AI and bond yields, we explore what the 2026 U.S. midterms could mean for markets.IN A NUTSHELL Predicting the midterm...
For a market delivering record mid-cycle earnings growth, the apathy and indifference seem palpable. We hear anecdotal stories of allocators neutralizing equity overweights, adding duration, and looking for strategies to...
For a market delivering record mid-cycle earnings growth, the apathy and indifference seem palpable. We...
From the studioVideo: CIO Monthly | Mark Haefele on AI earnings, energy prices, and interest...
New bottom-up opportunities amid the ongoing structural shift, changing economy Japan’s investment story is evolving...
DDQ Invest chats to Simone Mallardi, Senior High Yield Analyst
M&G Special Situations Podcast
The CIO’s view of the week ahead. The week in review The S&P...
ETFs gathered $42 billion in September as the pace of flows into core...
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...
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
The Iran conflict started in February, and markets have feared...
Artificial intelligence (AI) is adding pressure to an already fragile...
Marketing Communication. Capital at risk. For Professional Investors Only. Please...
Alok Bedekar, Senior ABS Fund Manager, explores the key features...
Some of the most popular Tags on DDQ Invest right now
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.
Real estate fundamentals strengthened in the second quarter as resilient demand and lower levels of new supply outweighed headwinds from...
As Fed officials remain in a wait-and-see mode, active bond managers are pursuing opportunities in today’s challenging backdrop. Key Takeaways...
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...
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