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



Thursday Jun 29, 2023
Weather’s Gone Wild: Carbon Emissions Just the Tip of the (Melting) Iceberg
Thursday Jun 29, 2023
Thursday Jun 29, 2023
[REVISIT] In light of the recent wildfires in Canada that resulted in harmful smoke shrouding much of the East Coast, we are revisiting a previously released podcast.
Extreme heatwaves, devastating floods, and raging wildfires regularly compete for news headlines. How can we use these frightening and dangerous events as a catalyst for adapting to extreme weather patterns as we continue climate mitigation efforts? What imminent weather events are looming on the horizon and how should we be preparing now for the potential worst-case scenario? Chief Investment Officer Tony Roth sat down with Dr. Daniel Swain, a Climate Scientist at UCLA’s Institute of the Environment & Sustainability, to discuss the intersection of wild weather and climate change and the challenges and opportunities for the environment and your portfolio.



Thursday Jun 22, 2023
A Look at Factors Driving the Markets: Mid-year Check-in
Thursday Jun 22, 2023
Thursday Jun 22, 2023
With the first half of the year behind us, it’s time to take stock of the economy, inflation, and the events impacting the markets. In this peer-to-peer conversation, Chief Investment Officer Tony Roth compares notes with Johanna Kyrklund, group chief investment officer at Schroders, about the shifting long-term trends, catalysts accelerating change, including longevity and the labor market, the global supply chain, and artificial intelligence, and discusses how the U.S. and Europe are faring amid the changes.



Wednesday Jun 14, 2023
Catastrophe Modeling and the Perils of Climate Change
Wednesday Jun 14, 2023
Wednesday Jun 14, 2023
[REVISIT] Given the growing risks stemming from catastrophes, such as wildfires, we are revisiting a previously released episode.
Wildfires, hurricanes, and floods are some of the many perils exacerbated by climate change. High-risk regions face events with multi-billion dollars’ worth of damage. Over the next months, we’ll devote a number of episodes to the financial cost of climate change and how we can move forward in an effort to protect ourselves and our investments. We’re starting off the conversation with Karen Clark, a leading expert in catastrophe modeling, who joins Tony to explain how modeling possible catastrophic events helps insurers, financial institutions, corporations, and public agencies estimate and prepare for future losses from climate-related natural disasters.



Wednesday Jun 07, 2023
Will Hydrogen Make it Easier to Be Green?
Wednesday Jun 07, 2023
Wednesday Jun 07, 2023
Hydrogen, it turns out, is a player in the transition to a green economy. While it produces zero emissions when it’s burned and can be used to power more fuel-efficient fuel cells, the associated cost and difficulties in storing and transporting are worth noting. Tony Roth and Dr. Riva Krut, an ESG and corporate sustainability expert, discuss its potential role in decarbonizing the transportation, residential, commercial, and industrial sectors—as well as its pros and cons. Listen to learn whether its merits outweigh the challenges.



Wednesday May 24, 2023
Artificial Intelligence: Progression, Applications, and Impact
Wednesday May 24, 2023
Wednesday May 24, 2023
In part two of this series, AI expert and author of Own the AI Revolution, Neil Sahota, and CIO Tony Roth continue their conversation, focusing on the rapid pace of AI’s progression, its applications, and how it may enhance the quality of our lives.



Thursday May 11, 2023
Artificial Intelligence: Definitions, Possibilities, and Limits
Thursday May 11, 2023
Thursday May 11, 2023
Artificial intelligence, or AI, is one of the most important technologies of our time—yet some feel its potential is just beginning to be realized. In this episode, AI expert and author of Own the AI Revolution Neil Sahota defines terms with Tony, discusses the enablers of AI technology and platforms, and delves into the recent open letter signed by tech leaders who are demanding a pause in AI research.



Wednesday Apr 12, 2023
Our Blue Planet: Solving the Climate Crisis Through CO2 Removal
Wednesday Apr 12, 2023
Wednesday Apr 12, 2023
As interest grows in the relatively new field of removing carbon dioxide from our oceans, there are still a number of uncertainties about the process’ effectiveness and safety. Tony and Dr. Peter de Menocal, director of the Woods Hole Oceanographic Institution, discuss how new technologies to increase the ocean's ability to absorb and store CO2 may take us one step closer to solving our climate crisis.



Wednesday Apr 12, 2023
Our Blue Planet: Preserving Our Largest Ecosystem
Wednesday Apr 12, 2023
Wednesday Apr 12, 2023
Earth’s oceans cover over 70% of the planet’s surface, while driving weather, regulating temperature, and serving as a vital source of sustenance, transport, and commerce. In a “blue economy,” a sustainable marine environment serves to advance science and technology in a way that fosters economic opportunities and societal solutions. On this first of a two-part series, we speak with Dr. Peter de Menocal, director of the Woods Hole Oceanographic Institution, about the exploitation, preservation, and regeneration of this important ecosystem.