Insights
Videos:
Market Insights:
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Merger Arbitrage Commentary – September 2021
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 have interest in learning more about our merger and spac arbitrage strategy, please let us know and we would be happy to set up a call or meeting with the portfolio management team....
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3Q21 Fixed Income Review and Outlook
Author: Mark Foust, Director and Senior Portfolio Specialist
I wish I could say that I enjoyed reading Shakespeare in my high school English class....
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Global Equities Market Review and Outlook – September 2021
Author: Lode Devlaminck, Managing Director, Equities
The fallout from the pandemic is creating visible pressure points in the global economy due to a string of issues across production, procurement, logistics, and more....
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Global Market Positioning – October 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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Internet Cat and Mouse
Author: Lode Devlaminck, Managing Director, Equities
Cyber Crime has been in the headlines with increasing regularity over the past several years....
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Emerging Markets Debt Country Analytics – October 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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Merger Arbitrage Commentary – August 2021
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 have interest in learning more about our strategy, we would be happy to set up a meeting with the portfolio management team....
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The Inflation Puzzle
Author: Lode Devlaminck, Managing Director, Equities
Inflation is an important driver of returns and market leadership, and currently one of the biggest debates in the market....
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