Wilmington Trust’s Capital Considerations

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

Are Value Stocks Dead?

Is the declaration of death of value stocks premature? After a decade or so of weakness relative to growth, value’s heartbeat is suddenly quickening. Hear our Head of Equity and Nontraditional Investments Matt Glaser and our Chief Investment Officer Tony Roth tackle the age-old value/growth debate and discuss what trends we can expect to unfold for equities overall.

Taking Stock of the Market

August 3, 2020—Never could we have predicted in January that 2020 would be unprecedented in so many ways. We face a continuing pandemic, domestic unrest, and an economy that has yet to fully reopen. As we move deeper into the summer and try to understand what the “next normal” will be, it’s time to test any previous assumptions, and pivot in the face of unparalleled change. Learn the strategies we’re considering for portfolio success.

China & the U.S.: Cold War II?

Rising trade tensions in the past few years saw half a trillion dollars in tariffs by the U.S. on Chinese goods and retaliation in kind. Then came COVID-19 and a whole other kind of blame game ensued. In Part II of our discussion on China, Tony and Dr. Stephen Roach, a Senior Fellow at Yale University’s Jackson School of Global Affairs, discuss whether U.S.-China relations have reached a tipping point.

China: The #2 Economy, with a Bullet

July 20—This is the first of two episodes where we shine the spotlight on China, which is front and center on the world stage. Tony and Dr. Stephen Roach, a Senior Fellow at Yale University’s Jackson School of Global Affairs, discusses China’s ascendancy over the last four decades and the pressures this uber-economic power faces to sustain and even exceed its high growth rate.

Episode 13: Doing Well & Doing Good—ESG Investing

Sustainable investing using ESG criteria seeks to align one’s values with the goal of reaping competitive returns. Dr. Linda-Eling Lee, global head of ESG Research at MSCI and Steve Norcini, portfolio manager, Wilmington Trust ESG Equity Strategy join Tony to discuss this increasingly popular approach and how socially conscious investors can do well by both their principles and their portfolios.
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Please listen to important disclosures at the end of the podcast.
A strategy’s focus on ESG factors will cause it to sell or avoid certain stocks. Such stocks may subsequently perform better than stocks selected considering ESG factors.
Indexes are not available for direct investment. Investment in a strategy, such as the ESG Equity Strategy will incur expenses such as management fees and transaction costs which would reduce returns. There is no assurance that any investment strategy will be successful. Asset allocation or diversification cannot ensure a profit or guarantee against a loss.
Investment products are not insured by the FDIC or any other governmental agency, are not deposits of or other obligations of or guaranteed by Wilmington Trust, M&T, or any other bank or entity, and are subject to risks, including a possible loss of the principal amount invested.
Third-party trademarks and brands are the property of their respective owners. The opinions of third-party guest speakers are their own and do not necessarily represent those of Wilmington Trust or M&T Bank.

The Next Normal— What is the Future of America’s Classroom?

What will the classroom look like when students return to school? COVID-19 has altered and accelerated changes in the way we educate, including continued remote learning to varying degrees. It also shines a light on a “palpable digital divide” across the student population as far as equitable access to technology. Tony speaks with Professor Paul Reville of the Harvard Graduate School of Education and founder of its Education Redesign Lab, about what the future likely holds for our children and a system in the throes of being overhauled.

Back to the Future— A Conversation with Abby Joseph Cohen, the Prophet of Wall Street

In this episode, Chief Investment Officer Tony Roth welcomes Abby Joseph Cohen, advisory director and senior investment strategist at Goldman Sachs. Known as the “prophet of Wall Street,” Abby has been named one of Barron’s 100 Most Influential Women in U.S. Finance for 2020. Abby discusses with Tony the critical and evolving issues around health policy, consumer behavior, markets, and global relations in this unprecedented pandemic era.