Insights
Videos:
Market Insights:
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Merger Arbitrage Commentary – December 2021
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 – December 2021
Author: Lode Devlaminck, Managing Director, Equities
The global equity outlook for 2022 primarily depends on one’s assessment of earnings and operating leverage (fundamentals) and market reaction to shifts in Central Bank policy (liquidity)....
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4Q21 Fixed Income Review and Outlook
Author: Mark Foust, Director and Senior Portfolio Specialist
The party had to end sometime....
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Global Market Positioning – January 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 – January 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 markets....
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Merger Arbitrage Commentary – November 2021
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 have interest in learning more about our merger and SPAC arbitrage strategy, please let us know and we would be happy to set up a call or meeting with the portfolio management team....
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The Impact of US Monetary Policy on Emerging Markets
Author: Lode Devlaminck, Managing Director, Equities
US monetary policy is known to have a sizable spillover impact on Emerging Market Economies (EME’s) through both trade and financial channels....
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Merger Arbitrage Commentary – October 2021
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 have interest in learning more about our merger and SPAC arbitrage strategy, please let us know and we would be happy to set up a call or meeting with the portfolio management team....
Download PDF