Wilmington Trust's Capital Considerations

Behavioral Investing: Managing the emotions behind our decisions

Our emotions and impulses dictate many of the choices we make. During times of financial volatility, emotions can run hotter until fear and greed take hold, jostling the resolve of even the most confident of investors. To better understand how psychological biases and behaviors can impact our financial decisions, Tony spoke with Dr. Stephen Shu, visiting lecturer on behavioral economics at Dyson School of Applied Economics and Management at Cornell University.

The Metaverse: A reality or cyber-fantasy?

The metaverse was once a sci-fi dream of an interactive, immersive virtual future world accessed through virtual reality headsets. But the future may be here, as indicated by social media behemoth Facebook Inc.’s name change to Meta. Where does reality intersect with virtual and fantasy possibilities? Will we feel the thrill of concert-going from our living rooms and avatar-led experiences—or will the need for human interaction win out? To explore how the metaverse may reshape our lives, Tony spoke with Yahoo Finance’s Editor-in-Chief, Andy Serwer.

2022 Economic Halftime Report: Has inflation hit its peak?

Calendar-wise, we’ve turned the page and the first half of a challenging 2022 is behind us—but inflation is still hovering at historic highs and global growth projections remain depressed. Markets seem uncertain about what the second half of the year may hold and, truth be told, so are Tony and Wilmington Trust’s Chief Economist Luke Tilley. They delve into how history may shed light on the present and—with impending Consumer Price Index readings and Fed rate decisions—how portfolios should be positioned in light of what they believe lies ahead.

Weather’s Gone Wild: Carbon Emissions Just the Tip of the (Melting) Iceberg

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.

The Electric Vehicle Revolution

What’s driving the pedal-to-the-metal increasing popularity of electric vehicles—gas savings, ease of care, climate concerns, or are they just too cool to pass up? Senior Editor of InsideEVs.com and host of the YouTube channel State Of Charge, Tom Moloughney, joined Chief Investment Officer Tony Roth to engineer some straight answers to some complex issues, such as the genesis of electric vehicle innovation, whether U.S. infrastructure is truly ready to charge the ever-expanding electric fleet, and if electric companies are equipped to juice up all these cars.

The War in Ukraine—The Impact on U.S. Inflation

Just three months old, the Russia–Ukraine war has resulted in the deaths of thousands and the displacement of millions—in addition to worsening COVID-incepted supply-chain challenges and threatening global reserves of oil, gas, and wheat. Chief Investment Officer Tony Roth welcomed to the podcast Dr. Benjamin Jensen, a Senior Fellow for future war, gaming, and strategy in the International Security Program at the Center for Strategic and International Studies to deliberate about the expected trajectory of the war, as well as what it means for the outlook on U.S. inflation.

Growth Scare or Recession?

On Thursday, May 12, Chief Investment Officer Tony Roth hosted a webinar, Growth Scare or Recession? with Chief Economist Luke Tilley and Head of Investment Strategy Meghan Shue. The discussion, which focused on the extraordinary volatility in the markets and the likelihood of a recession, also analyzed the current economic and market forces at play including Federal Reserve rate hikes, inflation expectations, and a dicey geopolitical backdrop, as well as the continuing Ukraine conflict and COVID outbreaks anew in China.

The Real Deal on Rates, Yields, and Bonds

With a volatile equity market, inflation at eyewatering highs, and the Fed signaling a fairly aggressive rate hike calendar, income- and yield-thirsty investors are heating up the bond market. How has inflation affected bond yields, and what is the market anticipating moving forward? Chief Investment Officer Tony Roth and Wilmington Trust's Head of Fixed Income Manager Research Tom Pierce address these timely questions.