Insights
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What can high frequency data tell us about the state of the economy and equity market?
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Market Insights:
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Global Equities Market Review and Outlook – January 2021
Author: Lode Devlaminck, Managing Director, Equities
We believe ultra-accommodative monetary policy has further entrenched the low interest rate environment, which is supportive of equities, but also lends itself to greater volatility in the markets....
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4Q20 Fixed Income Review and Outlook
Author: Mark Foust, Director and Portfolio Specialist
Ch-ch-ch-Changes…..That is what the last few months of 2020 was about. Two main events occurred during the quarter that are sparking significant changes....
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Global Market Positioning – January 2021
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 2021
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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EMD: Where are the Opportunities?
Author: Mark Foust, Director and Portfolio Specialist
U.S. Dollar and local currency Emerging Markets Debt (EMD) declined significantly in February and March due to the impact of the pandemic....
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Global Market Positioning – October 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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Global Equities Market Review and Outlook – October 2020
Author: Lode Devlaminck, Managing Director, Equities
The markets staged a strong comeback during the third quarter with most major markets up mid to high single digits as equities found support from Central Banks and COVID-related government stimulus measures....
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3Q 2020 Fixed Income Review and Outlook
Author: Mark Foust, Director and Portfolio Specialist
Back in 1973, Bob Seger released a song called “Turn the Page”....
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