Insights
Videos:
Market Insights:
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Global Energy: The Reports of My Death Have Been Greatly Exaggerated
Author: Lode Devlaminck, Managing Director, Equities
Over the last decade, the consensus oil pricing scenario was based on a significant drop in demand between 2019 and 2030, driven by environmental, technological (EV) and regulatory pressures (e.g. Net Zero targets)....
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ESG: A Tool That Helps Tilt the Odds
Author: Lode Devlaminck, Managing Director, Equities
Earlier this year, the NYU Stern Center for Sustainable Business published the results of a Meta Study examining the relationship between ESG and financial performance in more than 1,000 research papers published between 2015 to 2020. ...
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Climate Change Investing: “Denial is Not a River in Egypt”
Author: Lode Devlaminck, Managing Director, Global Equities
As the UN Climate Change Conference is being held in Glasgow from October 31st to November 12th (better known as COP26), we thought it would be good to share what we think are some of the more important investment implications of climate change....
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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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