Wilmington Trust’s Capital Considerations

Tony Roth, chief investment officer, Wilmington Trust Investment Advisors, Inc, the investment advisory arm of M&T Bank, asks—and answers—the questions that are top of mind for today’s investors. During each episode, Tony and a special guest provide listeners with insights on unfolding market, economic, and other evolving trends, and a window into how client portfolios are being positioned in the face of ongoing uncertainty.
Episodes
Episodes



Wednesday Mar 20, 2024
Canvas and Capital: Exploring Art as an Investment
Wednesday Mar 20, 2024
Wednesday Mar 20, 2024
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.



Thursday Jan 25, 2024
2024 Capital Markets Forecast
Thursday Jan 25, 2024
Thursday Jan 25, 2024
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.



Thursday Dec 07, 2023
Canvas and Capital: Exploring Art as an Investment
Thursday Dec 07, 2023
Thursday Dec 07, 2023
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.



Monday Nov 20, 2023
Electric Vehicles: The path to a greener tomorrow?
Monday Nov 20, 2023
Monday Nov 20, 2023
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.



Wednesday Nov 15, 2023
Election 2024 Countdown: Economic, Market & Geopolitical Risks in the Year Ahead
Wednesday Nov 15, 2023
Wednesday Nov 15, 2023
With the recent stressors on the stock market, Chief Investment Officer Tony Roth, Chief Economist Luke Tilley, and Head of Investment Strategy Meghan Shue reflect on the tumultuous months leading up to our discussion and put into context the crucial factors shaping the landscape for the fourth quarter and beyond, counting down to Election Day 2024. They share perspectives on market positioning, discuss the consumer’s role in inflation and the economic environment, and what it may mean for portfolios.



Tuesday Oct 31, 2023
Cybersecurity: Safeguarding the Digital Frontier
Tuesday Oct 31, 2023
Tuesday Oct 31, 2023
In this episode of Capital Considerations, Tony Roth discusses the crucial topic of cybersecurity with Eric Trexler, senior vice president at Palo Alto Networks. Together they shed light on the ever-evolving threats that individuals and businesses face in the digital age. Should two-factor authentication and password management be commonplace and what is AI’s role in all of it? Learn strategies to help safeguard both your personal data and your organization's valuable assets.



Monday Oct 23, 2023
Behavioral Investing—Managing the Emotions Behind our Decisions
Monday Oct 23, 2023
Monday Oct 23, 2023
[REVISIT] We understand that our emotions and impulses dictate the choices we make. Everything from what we buy at the supermarket, to the car we drive, to how we invest.
We are revisiting a previous episode where I spoke with Dr. Stephen Shu, Professor of Practice of Behavioral Economics at Cornell Dyson School of Applied Economics & Management, to better understand how behaviors can impact our financial decisions.



Friday Sep 08, 2023
Unraveling the Power of Semiconductors: Enablers of Modern Technology
Friday Sep 08, 2023
Friday Sep 08, 2023
From smartphones to supercomputers, and automobiles to advanced medical devices, semiconductors are at the heart of it all. To introduce us to the world of semiconductors, the power behind modern technology including artificial intelligence, Tony welcomes Dr. Mark Lundstrum, distinguished professor and chief semiconductor officer at Purdue University. Tune in to gain insights into the bedrock of our digital society and the boundless possibilities that semiconductors continue to unlock.