Insights
Videos:
Market Insights:
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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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Merger Arbitrage Commentary – July 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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Investment Insights: Value Creators – U.S. Large & Mid Cap
Author: Kevin Fogarty, CFA, Portfolio Manager and Senior Equity Analyst
What are the key pillars of the Value Creators strategy and how do they differentiate the portfolios in today’s competitive market for US-focused funds?...
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Merger Arbitrage Commentary – June 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....
Download PDF -
Global Equities Market Review and Outlook – July 2022
Author: Lode Devlaminck, Managing Director, Equities
We are selectively adding to more defensive areas like health care and using volatility to pick up high quality companies with unique market positions....
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