Wilmington Trust’s Capital Considerations

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.

The State of Our Cities: Recasting the Shadow Left by COVID

After COVID took hold in 2020, many of those who could high-tailed it out of the crowded cities where they worked and headed for home offices in the ‘burbs, as office buildings gathered dust. Today, although rents have bounced back from all-time lows and then some, working remotely is still very much with us—as is the virus to an extent. Can cities regain their former luster? Chief Investment Officer Tony Roth looks at the current situation and explores what’s next for our urban centers with Dean of New York University’s Robert F. Wagner Graduate School of Public Service, Dr. Sherry Glied.

1Q in the Rearview Mirror: What’s Ahead in the 2022 Investment Landscape?

As we entered 2022, even the onset of the omicron variant failed to shake markets’ optimism. With much of the world learning to cope with an endemic COVID-19 and rates set to rise, the stage was set for strong global growth. The last three months, though, have been less rosy than we might have hoped. From the Russia/Ukraine conflict to inflation surprises, investors would be hard-pressed to say they were anticipating this level of macro uncertainty. Chief Investment Officer Tony Roth sat down with Wilmington Trust’s Head of Investment Strategy, Meghan Shue, to talk us through the investment implications of the wider landscape.

Russia, Cyber Attacks & the U.S.: How Afraid Should We Be?

Without a battlefield in the traditional sense on which to retaliate against Ukraine supporters like the U.S. and Europe, Russia may be taking to cyberspace. Cyber attacks can be a tremendously powerful tool in Putin’s arsenal. Chief Investment Officer Tony Roth and Mazars Principal and Cybersecurity Practice Leader Paul Truitt, look at the potential risks to our infrastructure and overall digital security.

Will the Oil Supply-Demand Price Scourge Spur the Transition to Green Energy?

As most of the world shuns Russia and its oil in the wake of the Ukraine invasion, the implications are vast for reduced global supply and skyrocketing gas prices. Will the harsh reality of international energy codependence spur the transition to green and clean? Which solutions like increased drilling and Keystone XL are in—or not in—the pipeline and why? To walk us through this and more, Chief Investment Officer Tony Roth speaks with Tom Seng, director of The University of Tulsa's School of Energy Economics, Policy & Commerce and author of Energy Trading & Hedging: A Non-technical Guide.

“A Dark Day for Europe.” The World Reacts.

Twenty-four hours after Russia invaded Ukraine, Wilmington Trust’s Chief Investment Officer Tony Roth hosted a client webinar, “A Dark Day for Europe.” The World Reacts. Joined by Chief Economist Luke Tilley, Head of Investment Strategy Meghan Shue, and Senior Portfolio Manager Mark Horst, the team set out the critical issues at stake in this ever-fluid situation. Listen to learn what is expected for economies, inflation, and portfolios.