Wilmington Trust’s Capital Considerations

Inflation Dynamics

How has the pandemic impacted inflation rates and our inflation forecast as we inch closer to a post-COVID environment? Tony is joined by Wilmington Trust Investment Advisors Chief Economist Luke Tilley for a discussion about the importance of inflation as an economic and market indicator.

Who Will Be Left Standing: The Outlook for Real Estate

The pandemic has forever changed the face of business and industry in America. Listen to our special podcast series to hear how three hard-hit areas are evolving as a result. How has COVID-induced working from home changed commercial real estate? Tony talks with Kelly Rush, CIO of Principal Real Estate Securities, on the future of real estate. Learn more about our 2021 Capital Markets Forecast at www.wilmingtontrust.com.

Who Will Be Left Standing: The Outlook for Travel & Tourism

The pandemic has forever changed the face of business and industry in America. Listen to our special podcast series to hear how three hard-hit areas are evolving as a result. Can the multi-trillion-dollar travel market shift tactics to protect against further devastating losses? Tony talks with Axel Hefer, CEO of Trivago, on the future of the travel and tourism industry. Learn more about our 2021 Capital Markets Forecast at www.wilmingtontrust.com.

Who Will Be Left Standing: The Outlook for Retail

The pandemic has forever changed the face of business and industry in America. Listen to our special podcast series to hear how three hard-hit areas are evolving as a result. Are brick-and-mortar stores crumbling for good? Tony talks with Mark Mathews, Vice President of Research Development & Industry Analysis, National Retail Federation, on the future of the retail industry. Learn more about our 2021 Capital Markets Forecast at www.wilmingtontrust.com.

Fixed Income: Bursting More with Possibility or Risk?

A demand for income and a reduction in supply of higher-quality instruments have led investors to look beyond garden-variety government and investment-grade corporate for some yield love. Tony welcomes Jeff Katz, senior product specialist and securitized fixed income expert for TCW/Metwest, to explore what fixed income bubbles have been or are in the process of being created as a result of monetary policy—and whether any of these bubbles are at risk of popping

The Fed, Part II—Becoming More or Less Effective?

Tony is once again joined by Charles Plosser, president and CEO of the Federal Reserve Bank of Philadelphia from 2006 to 2015, to explore the potential risks of overcommunication from the Fed, and just how reliable rate and inflation dynamics can be two to three years down the road. Hear whether Plosser sees the central bank as becoming more—or less—effective over time.

The Fed, Part I—Not Enough in Reserve?

It would be hard to overstate how large the Federal Reserve looms in investors’ minds or its influence on financial markets. While the central bank has received praise for its quick and decisive action during the current crisis, focusing on liquidity and keeping capital flowing, questions must be raised about its recent messaging in light of the recently announced most significant changes to its long-term strategy in nearly a decade. Tony welcomes Charles Plosser, president and CEO of the Federal Reserve Bank of Philadelphia from 2006 to 2015, for this important discussion.

Out of (Small) Business?

Small business revenues and the number of small businesses open are both down roughly 19% since January. And safety concerns in light of COVID-19 have escalated the crumbling of brick and mortar stores, moving more shoppers to the virus-free realms of online shopping. What does this all mean for shifts in consumer behavior and the future of small businesses in America? Chief Investment Officer Tony Roth and President of the National Federation of Independent Business Brad Close answer these questions and more