Wilmington Trust’s Capital Considerations

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
 

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. 

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.

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. 

We are not out of the woods yet. We can't even see the edge of the woods. With high inflation, a hawkish Fed, and weak economic data, can a recession be far behind? Wilmington Trust’s Chief Investment Officer Tony Roth recently held an important webinar. He was joined by Chief Economist Luke Tilley and Head of Investment Strategy Meghan Shue. Some of the key issues discussed were persistent inflation, Federal Reserve rate hikes, and the midterm elections.

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 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.

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.