Insights
Market Insights:
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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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Going Gray
Author: Karin Wilson, CFA, CIPM
The impact of aging demographics on inflation, interest rates, and monetary policy...
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Global Equities Market Review and Outlook – April 2019
Author: Lode Devlaminck, Managing Director, Equities
In barely six months we have gone from fears of overheating to fears of imminent recession to fears of persistent low inflation....
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1Q 2019 Fixed Income Review and Outlook
Author: Mark Foust, Senior Portfolio Specialist
It seems that many movies are “based on a true story,” excluding those derived from comic strips such as Avengers, Black Panther, and Deadpool....
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Global Market Positioning – April 1, 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 – April 1, 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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Hedge Funds at a Crossroads
Author: Antonis Mistras, Managing Director, Alternative Investments
In the last five years, hedge fund returns have been disappointing. The low volatility, low interest rate market environment, thought to have created a poor opportunity set, is often blamed for the return deterioration....
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Semiconductors – Powering the Future
Author: Edwin Davison, PhD, CFA, Associate Portfolio Manager and Senior Equity Analyst
December 23, 1947, is a date in history that holds little significance for most people, but was, in many ways, the beginning of a new era. On that day, three scientists at Bell Labs invented the first working transistor using wafers of metallic Germanium and pure gold connectors....
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