Wilmington Trust's Capital Considerations

Economic, Market & Monetary Consequences of Bank Failures

As of this writing, a few financial institutions have imploded as they struggled to contend with rising short-term interest rates and efforts to generate immediate liquidity. In their wake, some companies have seen their stock share prices plunge, while investors are anxious about further potential looming aftershocks in the banking sector and beyond. Chief Investment Officer Tony Roth and senior members of his team discuss what this may mean for financial conditions, credit spreads, interest rates, and portfolios.
If you are interested in learning more about the strength and stability of M&T and Wilmington Trust, please visit wilmingtontrust.com.

Financial Risk Viewed Through an ESG Lens

Investing often relates to how we categorize risk. Environmental, social, and governance (ESG) is a lens we can use to do just that. The bottom line is ESG risks are financial risks, but how do decisions made by companies impact shareholders and investors? To talk about how the ESG lens is used to classify risk bands, Tony was joined by Cyrus Lotfipour, CFA®, Executive Director, ESG Research at MSCI, Inc., who is responsible for the innovation and development of its ESG ratings methodology.
 

Catastrophe Modeling and the Perils of Climate Change

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. Karen 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.

Looking at Portfolios Through a Revised Strategic Lens

In many ways, the economy and financial markets bear little resemblance to the world stage that was in place three years ago, when we last updated our long-term capital markets assumptions and strategic asset allocations (SAA) for client portfolios. We invite you to join our first 2023 episode of Capital Considerations, where we explain the rationale for our recently revised assumptions and allocations—and how it may impact your portfolio’s ability to fund your wealth goals.

2023 Capital Markets Forecast: Tipping Points, Challenges, and Opportunities Ahead

With inflation at levels not seen in decades, Chief Investment Officer Tony Roth and members of his team examine the determinative catalysts for the 2023 market and economic outlook. Where have all the workers gone? What are the critical tipping points and risks around China’s polices? And how is the transition to green energy linked to rising prices? Hear the answers to those questions, and how they are positioning client portfolios in light of the current realities.
Learn more about our 2023 Capital Markets Forecast @ www.wilmingtontrust.com/cmf2023
 

Could the Housing Market Send Inflation Through the Roof?

Goodbye to hyper-low interest rats for homebuyers; hello to even higher rents. People are staying put, which means we may not see meaningful change in the housing market next year. What does this mean for the overall inflation picture? Dr. Orphe Divounguy, Senior Economist at Zillow, joins Tony to discuss the housing market from an inflationary standpoint. 

Mining the True Value of Bitcoin

As Bitcoin's utility expands, so does its adoption—but where does it stand as an asset class? Does it move in lockstep with risk assets? Can it serve as an inflation hedge? Chief Investment Officer Tony Roth talks with Alyse Killeen, the Founder and Managing Partner of Stillmark, about the growing Bitcoin ecosystem and its fundamental value.

China, the U.S., and the World’s Economic Balance

With President Xi Jinping poised to take a third term, we look at the critical geopolitical relationship between the U.S. and China to better understand its potential implications for the world's economic balance and markets. Chief Investment Officer Tony Roth speaks with David Dollar, Senior Fellow in the China Center at the Brookings Institution, about the current and future state of China's economy, the reality of the U.S.-China trade war, and the likely impacts of China's negative demographics on production.