Wilmington Trust's Capital Considerations

2024 Midyear Market and Economic Outlook

In this episode of "Capital Considerations," Tony is joined by Chief Economist Luke Tilley and Head of Investment Strategy Megan Shue to reflect on the surprises of the first half of 2024—particularly around inflation and economic growth—and project their cautiously optimistic market and economic expectations through the end of the year.
For more information on our midyear market and economic outlook, please see our latest Capital Perspectives publication.

China's Economic Engine: Strategies and Global Impact

Why is it important to stay focused on the data in order to make informed investment decisions? Listen as Chief Investment Officer Tony Roth speaks again with Shehzad Qazi from China Beige Book about the challenges the Chinese economy is facing. They examine three obstacles: global supply-chain dynamics; the struggle to boost domestic consumption amid economic shifts and social pressures; and the complexities of managing overleverage in sectors like real estate and infrastructure. 

Crypto for the Masses: Will It Become an Everyday Currency?

With cryptocurrencies—and Bitcoin (BTC) in particular—back in the news and driving markets, Tony sat down with portfolio manager Jason Lee to discuss hot topics such as, what is BTC “halving” and why is it important; what the differences are between owning spot BTC exchange-traded funds vs. owning BTC directly; and the challenges BTC confronts in being used as an everyday currency.

Navigating the Economic Terrain: Soft Landing or Inflation Obstacle Course?

Chief Investment Officer Tony Roth, Head of Investment Strategy Meghan Shue, and Chief Economist Luke Tilley discuss the twists and turns of the market and economy while keeping their eyes peeled for opportunities in the face of persistent obstacles, such as inflation. Discover why they believe that although equity values may seem fairly priced, there's still room for growth in markets. Gain insights into their predictions for Fed rate cuts and how these could provide a valuable tailwind for investors, turning market dips into strategic buying opportunities. Tune in now for expert analysis and actionable insights to help guide your investment decisions.

Canvas and Capital: Exploring Art as an Investment

We are revisiting a previous episode of Capital Considerations where I explored the intersection of art and finance with Charlie Banta, former board president of the Buffalo AKG Art Museum. During our discussion, we spoke about the intricacies of investing in art, how certain high-value assets can appreciate in value long term, and the possibility of using art to secure a loan. However you view art, it can be a strategic asset in an investment portfolio and may add value to your estate for future generations. You should consider discussing your plans with your advisor.
 

2024 Capital Markets Forecast

During a recent event in New York City Chief Investment Officer Tony Roth, Head of Investment Strategy Meghan Shue, and Chief Economist Luke Tilley discussed their 2024 Capital Markets Forecast, the team's economic and investment outlook for the year ahead. During the in-depth discussion, which was moderated by CNBC's Sue Herera, they shared their thoughts on the year ahead, the overall economy, and the current investing climate.

Canvas and Capital: Exploring Art as an Investment

Are you looking to add value to your portfolio through nontraditional means? Chief Investment Officer, Tony Roth, explores the fascinating intersection of art and finance with special guest Charlie Banta. Listen as they explore the intricacies of investing in art and discuss the factors that make certain pieces rise in value over time. The conversation may inspire you to view art not only as visually appealing but also as a strategic asset in your investment portfolio, adding value to your estate for generations to come.

Electric Vehicles: The path to a greener tomorrow?

As the world grapples with climate change and the need to reduce greenhouse gas emissions, many ask if EVs are a promising solution? Listen as Chief Investment Officer Tony Roth and Corey Cantor, electric vehicle associate at BloombergNEF, discuss the lifecycle analysis of EVs, from battery production to charging sources. They also delve into investments being made by industry leaders and touch on the often-overlooked topic of second-life batteries.