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.
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



Sep 8, 2023
Sep 8, 2023
40 min
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.
Sep 8, 2023
40 min



Aug 24, 2023
Longevity: The Silver Society and Our Economy
Aug 24, 2023
Aug 24, 2023
40 min
What does living longer mean for you, the economy, and the planet? In this eye-opening episode, CIO Tony Roth and Professor Andrew Scott, renowned economist and co-author of The 100-Year Life delve into the fascinating topic of longevity and discuss how longer lifespans are reshaping retirement, health care, and the very fabric of our societies.
Aug 24, 2023
40 min



Aug 17, 2023
Aug 17, 2023
36 min
[REVISIT] With summer upon us, and many of us enjoying any number of water-related activities, it is a good time to reflect upon the important role oceans play in our lives and the global economy. For these reasons, we are revisiting a previously released episode.
In a “blue economy,” a sustainable marine environment serves to advance science and technology in a way that fosters economic opportunities and societal solutions. In this episode, Chief Investment Officer Tony Roth and Dr. Peter de Menocal, director of the Woods Hole Oceanographic Institution, discuss how innovative technologies to increase the ocean's ability to absorb and store CO2 may take us one step closer to solving our climate crisis.
Aug 17, 2023
36 min



Aug 8, 2023
Aug 8, 2023
39 min
Artificial intelligence is a catalyst for disruptive innovation across various sectors. In this episode, CIO Tony Roth and his esteemed guest, Rudina Seseri, founder and Managing Partner of Glasswing Ventures take a deep dive into the AI landscape. They explore its unique challenges, promising ventures, and burgeoning investment opportunities.
Aug 8, 2023
39 min



Jul 19, 2023
Jul 19, 2023
30 min
[REVISIT] With summer upon us, and many of us enjoying any number of water-related activities, it is a good time to reflect upon the important role oceans play in our lives and the global economy. For these reasons, we are revisiting a previously released episode.
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.
Jul 19, 2023
30 min



Jun 29, 2023
Jun 29, 2023
50 min
[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.
Jun 29, 2023
50 min



Jun 22, 2023
Jun 22, 2023
38 min
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.
Jun 22, 2023
38 min



Jun 14, 2023
Jun 14, 2023
38 min
[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.
Jun 14, 2023
38 min








