Insights
Videos:
Market Insights:
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Global Equities Market Review and Outlook – April 2023
Author: Lode Devlaminck, Managing Director, Equities
History dictates that the fight against inflation typically leads to a break somewhere within the financial system...
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1Q23 Fixed Income Review and Outlook
Author: Mark Foust, Director and Senior Portfolio Specialist
Fixed income investors don’t like rollercoasters but that is what we went through in the 1st quarter of 2023....
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Global Market Positioning – April 2023
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 2023
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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Merger Arbitrage Commentary – March 2023
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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Merger Arbitrage Commentary – February 2023
Author: Harris Arch, CFA, Portfolio Manager, Merger Arbitrage and 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 -
Merger Arbitrage Commentary – Janaury 2023
Author: Harris Arch, CFA, Portfolio Manager, Merger Arbitrage and 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 Market Positioning – January 2023
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....
Download PDF