Insights
Videos:
Market Insights:
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Emerging Markets Debt Country Analytics – July 2022
Author: Yong Zhu, Senior Portfolio Manager
Real-time insight on how DuPont Capital has positioned its portfolios as a function of key factors driving the market....
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Merger Arbitrage Commentary – May 2022
Author: Harris Arch, CFA, Portfolio Manager, Merger Arbitrage & Senior Analyst, Global Equities and Dan Moore, CFA, Portfolio Manager, Merger Arbitrage, and Senior Credit Analyst
If you would like to speak to us in more detail, please reach out and we would be happy to provide more detail on our strategy...
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Merger Arbitrage Commentary – April 2022
Author: Harris Arch, CFA, Portfolio Manager, Merger Arbitrage & Senior Analyst, Global Equities and Dan Moore, CFA, Portfolio Manager, Merger Arbitrage, and Senior Credit Analyst
If you would like to speak to us in more detail, please reach out and we would be happy to provide more detail on our strategy....
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Value Creators Insights: The Importance of Capital Allocation
Author: Kevin Fogarty, CFA, Portfolio Manager and Senior Equity Analyst
The principal role of corporate management teams is to ensure the long-term success of their core businesses....
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A “Special Operation”? Nyet: Implications of Ukraine Invasion on the Global Defense Industry
Author: Kevin Fogarty, CFA, Portfolio Manager, Value Creators Team & Brent Robinson, CFA Equity Analyst, Value Creators Team
As the world was watching the 2022 Winter Olympics during February, Russia was not-so-quietly building up an invasion force directed at Ukraine....
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Merger Arbitrage Commentary – March 2022
Author: Harris Arch, CFA, Portfolio Manager, Merger Arbitrage & Senior Analyst, Global Equities and Dan Moore, CFA, Portfolio Manager, Merger Arbitrage, and Senior Credit Analyst
If you would like to speak to us in more detail, please reach out and we would be happy to provide more detail on our strategy....
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Global Equities Market Review and Outlook – April 2022
Author: Lode Devlaminck, Managing Director, Equities
The Russia/Ukraine conflict has further strained supply chains, meaning inflation will likely take longer to recover to a more “normal” level while economic growth slows. ...
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Global Market Positioning – April 2022
Author: Valerie J. Sill, CFA, CAIA, Lode Devlaminck, and Kris A. Kowal, PhD, CFA
Real-time insight on how DuPont Capital has positioned its portfolios as a function of key factors driving the markets....
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