Insights
Videos:
Market Insights:
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Global Equities Market Review and Outlook – October 2022
Author: Lode Devlaminck, Managing Director, Equities
Global markets performed well early in the quarter, but sentiment rapidly deteriorated in August after better-than-expected economic data prompted Central Banks to become more aggressive in their monetary policy. ...
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Merger Arbitrage Commentary – September 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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3Q22 Fixed Income Review and Outlook
Author: Mark Foust, Director and Senior Portfolio Specialist
“Sell Mortimer, Sell” was a line attributed to Randolph Duke in the iconic 1980’s comedy movie “Trading Places” about commodity traders....
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Global Market Positioning – October 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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Emerging Markets Debt Country Analytics – October 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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Food for Thought: Stick to Quality
Author: Lode Devlaminck, Managing Director, Equities
There is no lack of uncertainty and volatility in the current macro driven market environment....
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Merger Arbitrage Commentary – August 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 Monetary Tightening Continues
Author: Mark Foust, Director and Senior Portfolio Specialist
The majority of countries continued to tighten in the 3rd quarter....
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