Insights
Videos:
-
-
-
-
-
-
-
-
-
-
-
-
-
What can high frequency data tell us about the state of the economy and equity market?
...
Watch the Video -
-
Market Insights:
-
Global Market Positioning – January 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. ...
Download PDF -
Emerging Markets Debt Country Analytics – January 2021
Author: Yong Zhu, Senior Portfolio Manager
We believe country selection is critical to successful, risk-managed investing in Emerging Markets Debt. ...
Download PDF -
EMD: Where are the Opportunities?
Author: Mark Foust, Director and Portfolio Specialist
U.S. Dollar and local currency Emerging Markets Debt (EMD) declined significantly in February and March due to the impact of the pandemic....
Download PDF -
Global Market Positioning – October 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....
Download PDF -
Global Equities Market Review and Outlook – October 2020
Author: Lode Devlaminck, Managing Director, Equities
The markets staged a strong comeback during the third quarter with most major markets up mid to high single digits as equities found support from Central Banks and COVID-related government stimulus measures....
Download PDF -
3Q 2020 Fixed Income Review and Outlook
Author: Mark Foust, Director and Portfolio Specialist
Back in 1973, Bob Seger released a song called “Turn the Page”....
Download PDF -
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. ...
Download PDF -
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...
Download PDF