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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Emerging Markets Debt Country Analytics – October 2020
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 Equities Market Review and Outlook – July 2020
Author: Lode Devlaminck, Managing Director, Equities
As COVID-19 carries on, we are taking a fluid approach to the markets, updating relative preferences real-time as management of the virus, policy response, and corporate and consumer behaviors evolve...
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Global Market Positioning – July 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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2Q 2020 Fixed Income Review and Outlook
Author: Mark Foust, Director and Senior Portfolio Specialist
So, what is the letter of the day? ...
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Emerging Markets Debt Country Analytics – July 2020
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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Credit—What Now?
Author: Mark Foust, Director and Senior Portfolio Specialist
Credit markets were decimated by the economic impact of COVID-19 in February and March....
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COVID-19 Market Observations
Author: Lode Devlaminck, Managing Director, Equities
We believe that the COVID-19 pandemic is only accelerating the secular themes that were already in place....
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1Q 2020 Fixed Income Review and Outlook
Author: Mark Foust, Director and Portfolio Specialist
An inverted curve. Is this good or bad?...
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