Insights
Videos:
Market Insights:
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Merger Arbitrage Commentary – December 2022
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 would like to speak to us in more detail, please reach out and we would be happy to provide more detail on our strategy....
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Global Equities Market Review and Outlook – January 2023
Author: Lode Devlaminck, Managing Director, Equities
2022 closed out the year as one of the worst performing periods over the last forty-plus years....
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4Q22 Fixed Income Review and Outlook
Author: Mark Foust, Director and Senior Portfolio Specialist
“Are we there yet?” This is a common question some of us have heard from our children when taking a long drive for a vacation....
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Emerging Markets Debt Country Analytics – January 2023
Author: Yong Zhu, Senior Portfolio Manager
Real-time insight on how DuPont Capital has positioned its portfolios as a function of key factors driving the market....
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Food for Thought: The Light at the End of the Tunnel
Author: Karin Braack Cannon, CFA, CIPM, Junior Product Specialist and Junior Research Analyst
As we highlighted in our equity quarterly, much of the negative performance realized in equity markets during the first half of the year was due to multiple compression. However, we see the risk narrative shifting to earnings over...
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Food for Thought: For the Risks, They are-a Changin’
Author: Lode Devlaminck, Managing Director, Global Equities
It’s not often we look to Bob Dylan for equity market insights, but one can’t help but wonder if the times or at the least the risks we are facing are a-changin’?...
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Merger Arbitrage Commentary – October 2022
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 would like to speak to us in more detail, please reach out and we would be happy to provide more detail on our strategy....
Download PDF -
Global Equities Market Review and Outlook – October 2022
Author: Lode Devlaminck, Managing Director, Equities
Global markets performed well early in the quarter, but sentiment rapidly deteriorated in August after better-than-expected economic data prompted Central Banks to become more aggressive in their monetary policy. ...
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