Insights
Videos:
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2Q20 – Global Equity Update
We are thinking in broader terms, trying to gain an understanding...
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2Q20 – Global Fixed Income Update
As many of you know, the 1Q events created a very challenging env...
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Market Insights:
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2Q 2020 Fixed Income Review and Outlook
Author: Mark Foust, Director and Senior Portfolio Specialist
So, what is the letter of the day?...
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Emerging Markets Debt Country Analytics – July 2020
Author: Yong Zhu, Senior Portfolio Manager
We believe country selection is critical to successful, risk-managed investing in Emerging Markets Debt....
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Credit—What Now?
Author: Mark Foust, Director and Senior Portfolio Specialist
Credit markets were decimated by the economic impact of COVID-19 in February and March....
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COVID-19 Market Observations
Author: Lode Devlaminck, Managing Director, Equities
We believe that the COVID-19 pandemic is only accelerating the secular themes that were already in place....
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1Q 2020 Fixed Income Review and Outlook
Author: Mark Foust, Director and Portfolio Specialist
An inverted curve. Is this good or bad?...
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Global Equities Market Review and Outlook – April 2020
Author: Lode Devlaminck, Managing Director, Equities
We are truly in unprecedented times with no modern basis of comparison that can be used to forecast the duration, depth, and magnitude of economic fallout from a global pandemic with any degree of accuracy. ...
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Global Market Positioning – April 2020
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 – April 2020
Author: Yong Zhu, Senior Portfolio Manager
We believe country selection is critical to successful, risk-managed investing in Emerging Markets Debt....
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