Insights
Market Insights:
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Global Equities Market Review and Outlook – October 2019
Author: Lode Devlaminck, Managing Director, Equities
The relatively flat performance for the quarter masked significant intra-market volatility as there was a sudden and sharp rotation from Growth to Value....
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3Q 2019 Fixed Income Review and Outlook
Author: Mark Foust, Director and Portfolio Specialist
Since the main news stories have mostly been focused on politics and the next election, I thought I would start by reminiscing about the 1992 Presidential election....
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Global Market Positioning – October 2019
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 – October 2019
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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Emerging Markets Equity Country Analytics – August 2019
Author: Erik Zipf, CFA, Head of Emerging Markets Equities
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 – July 2019
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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Global Market Positioning – July 2019
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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2Q 2019 Fixed Income Review and Outlook
Author: Mark Foust, Director and Portfolio Specialist
The last nine months have been quite the roller coaster with sudden moves up and down and a high level of uncertainty....
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