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Wilmington WealthWise with Tony Roth
38 minutes | 2 months ago
Episode 26: ESG Investing Strategies—Are they right for your portfolio?
Chief Investment Officer Tony Roth and Harvard Law Professor Robert Sitkoff discuss ESG (environmental, social, governance) investing principles and how trustees may—or must—incorporate them into portfolios. Then, Portfolio Manager Steven Norcini weighs in on our ESG strategy.
35 minutes | 3 months ago
Episode 22: Who Will Be Left Standing: The Outlook for Real Estate
The pandemic has forever changed the face of business and industry in America. Listen to our special podcast series to hear how three hard-hit areas are evolving as a result. How has COVID-induced working from home changed commercial real estate? Tony talks with Kelly Rush, CIO of Principal Real Estate Securities, on the future of real estate. Learn more about our 2021 Capital Markets Forecast at www.wilmingtontrust.com.
35 minutes | 3 months ago
Episode 23: Who Will Be Left Standing: The Outlook for Travel & Tourism
The pandemic has forever changed the face of business and industry in America. Listen to our special podcast series to hear how three hard-hit areas are evolving as a result. Can the multi-trillion-dollar travel market shift tactics to protect against further devastating losses? Tony talks with Axel Hefer, CEO of Trivago, on the future of the travel and tourism industry. Learn more about our 2021 Capital Markets Forecast at www.wilmingtontrust.com.
37 minutes | 3 months ago
Episode 24: Who Will Be Left Standing: The Outlook for Retail
The pandemic has forever changed the face of business and industry in America. Listen to our special podcast series to hear how three hard-hit areas are evolving as a result. Are brick-and-mortar stores crumbling for good? Tony talks with Mark Mathews, Vice President of Research Development & Industry Analysis, National Retail Federation, on the future of the retail industry. Learn more about our 2021 Capital Markets Forecast at www.wilmingtontrust.com.
38 minutes | 4 months ago
Episode 21: Fixed Income: Bursting More with Possibility or Risk?
A demand for income and a reduction in supply of higher-quality instruments have led investors to look beyond garden-variety government and investment-grade corporate for some yield love. Tony welcomes Jeff Katz, senior product specialist and securitized fixed income expert for TCW/Metwest, to explore what fixed income bubbles have been or are in the process of being created as a result of monetary policy—and whether any of these bubbles are at risk of popping
26 minutes | 5 months ago
Episode 20: The Fed, Part II—Becoming More or Less Effective?
Tony is once again joined by Charles Plosser, president and CEO of the Federal Reserve Bank of Philadelphia from 2006 to 2015, to explore the potential risks of overcommunication from the Fed, and just how reliable rate and inflation dynamics can be two to three years down the road. Hear whether Plosser sees the central bank as becoming more—or less—effective over time.
31 minutes | 5 months ago
Episode 19: The Fed, Part I—Not Enough in Reserve?
It would be hard to overstate how large the Federal Reserve looms in investors’ minds or its influence on financial markets. While the central bank has received praise for its quick and decisive action during the current crisis, focusing on liquidity and keeping capital flowing, questions must be raised about its recent messaging in light of the recently announced most significant changes to its long-term strategy in nearly a decade. Tony welcomes Charles Plosser, president and CEO of the Federal Reserve Bank of Philadelphia from 2006 to 2015, for this important discussion.
28 minutes | 5 months ago
Episode 18: Out of (Small) Business?
Small business revenues and the number of small businesses open are both down roughly 19% since January. And safety concerns in light of COVID-19 have escalated the crumbling of brick and mortar stores, moving more shoppers to the virus-free realms of online shopping. What does this all mean for shifts in consumer behavior and the future of small businesses in America? Chief Investment Officer Tony Roth and President of the National Federation of Independent Business Brad Close answer these questions and more
31 minutes | 6 months ago
Episode 17: Are Value Stocks Dead?
Is the declaration of death of value stocks premature? After a decade or so of weakness relative to growth, value’s heartbeat is suddenly quickening. Hear our Head of Equity and Nontraditional Investments Matt Glaser and our Chief Investment Officer Tony Roth tackle the age-old value/growth debate and discuss what trends we can expect to unfold for equities overall.
29 minutes | 7 months ago
Episode 16: Taking Stock of the Market
August 3, 2020—Never could we have predicted in January that 2020 would be unprecedented in so many ways. We face a continuing pandemic, domestic unrest, and an economy that has yet to fully reopen. As we move deeper into the summer and try to understand what the “next normal” will be, it’s time to test any previous assumptions, and pivot in the face of unparalleled change. Learn the strategies we’re considering for portfolio success.
29 minutes | 7 months ago
Episode 15: China & the U.S.—Cold War II?
Rising trade tensions in the past few years saw half a trillion dollars in tariffs by the U.S. on Chinese goods and retaliation in kind. Then came COVID-19 and a whole other kind of blame game ensued. In Part II of our discussion on China, Tony and Dr. Stephen Roach, a Senior Fellow at Yale University’s Jackson School of Global Affairs, discuss whether U.S.-China relations have reached a tipping point.
27 minutes | 7 months ago
Episode 14: China - The #2 Economy, with a Bullet
July 20—This is the first of two episodes where we shine the spotlight on China, which is front and center on the world stage. Tony and Dr. Stephen Roach, a Senior Fellow at Yale University’s Jackson School of Global Affairs, discusses China’s ascendancy over the last four decades and the pressures this uber-economic power faces to sustain and even exceed its high growth rate.
35 minutes | 8 months ago
Episode 13: Doing Well & Doing Good—ESG Investing
Sustainable investing using ESG criteria seeks to align one’s values with the goal of reaping competitive returns. Dr. Linda-Eling Lee, global head of ESG Research at MSCI and Steve Norcini, portfolio manager, Wilmington Trust ESG Equity Strategy join Tony to discuss this increasingly popular approach and how socially conscious investors can do well by both their principles and their portfolios. ***************** Please listen to important disclosures at the end of the podcast. A strategy’s focus on ESG factors will cause it to sell or avoid certain stocks. Such stocks may subsequently perform better than stocks selected considering ESG factors. Indexes are not available for direct investment. Investment in a strategy, such as the ESG Equity Strategy will incur expenses such as management fees and transaction costs which would reduce returns. There is no assurance that any investment strategy will be successful. Asset allocation or diversification cannot ensure a profit or guarantee against a loss. Investment products are not insured by the FDIC or any other governmental agency, are not deposits of or other obligations of or guaranteed by Wilmington Trust, M&T, or any other bank or entity, and are subject to risks, including a possible loss of the principal amount invested. Third-party trademarks and brands are the property of their respective owners. The opinions of third-party guest speakers are their own and do not necessarily represent those of Wilmington Trust or M&T Bank.
39 minutes | 8 months ago
Episode 12: The Next Normal— What is the Future of America’s Classroom?
What will the classroom look like when students return to school? COVID-19 has altered and accelerated changes in the way we educate, including continued remote learning to varying degrees. It also shines a light on a “palpable digital divide” across the student population as far as equitable access to technology. Tony speaks with Professor Paul Reville of the Harvard Graduate School of Education and founder of its Education Redesign Lab, about what the future likely holds for our children and a system in the throes of being overhauled.
41 minutes | 8 months ago
Episode 11: Back to the Future— A Conversation with Abby Joseph Cohen, the Prophet of Wall Street
In this episode, Chief Investment Officer Tony Roth welcomes Abby Joseph Cohen, advisory director and senior investment strategist at Goldman Sachs. Known as the “prophet of Wall Street,” Abby has been named one of Barron’s 100 Most Influential Women in U.S. Finance for 2020. Abby discusses with Tony the critical and evolving issues around health policy, consumer behavior, markets, and global relations in this unprecedented pandemic era.
33 minutes | 8 months ago
Episode 10: Business Owners—A Close-up on PPP
Mention the Paycheck Protection Program (PPP) and business owners’ ears perk up. Annmarie Lee, M&T Bank associate general counsel and member of our PPP Leadership team, gives us the skinny on how business owners can navigate the program. Chief Investment Officer Tony Roth also talks to our client Janet Wischnia, founder of textile business American Blossom Linens. She gives us an inside look at how PPP funded her ability to pivot and meet altered, COVID-induced demand.
30 minutes | 9 months ago
Episode 9: U.S. Federal Debt—From Bubble to Balloon
$6.0 trillion. Roughly half of that was recently given out to ease Americans’ COVID-19-induced economic suffering—with nearly another $3 trillion now proposed. That’s atop a U.S. debt tab of over $20 trillion. Our CIO Tony Roth and Chief Economist Luke Tilley discuss why it matters, whether we should be worried, and the importance of having a plan.
38 minutes | 10 months ago
Episode 8: The COVID-19 Stock Market—Suspending Belief
Chief Investment Officer Tony Roth is joined by Credit Suisse Managing Director and Chief U.S. Equity Strategist Jonathan Golub, and Wilmington Trust’s Head of Investment Strategy Meghan Shue, to discuss how the U.S.’ response to COVID-19 has impacted equity market valuation and stability, how the markets may fare in a less globalized society, and what sectors to consider, despite this contracting environment. 305912 -- Wilmington Trust Corporation is a wholly owned subsidiary of M&T Bank Corporation.
43 minutes | 10 months ago
Episode 7: The Cure for What Ails Us Part II: Injecting Prevention for One and All
Chief Investment Officer Tony Roth speaks with Ofer Levy, MD, PhD, physician-scientist in pediatric infectious diseases, Director of the Precision Vaccines Program at Boston Children’s Hospital, and Professor at Harvard Medical School. Dr. Levy discusses the race to develop therapeutics, including plasma therapies, and when we can expect a viable vaccine. 305912 -- Wilmington Trust Corporation is a wholly owned subsidiary of M&T Bank Corporation.
36 minutes | 10 months ago
Episode 6: The Cure for What Ails Us Part I: What Makes This Virus Different From All Other Viruses?
University of Pennsylvania microbiologist Susan Weiss, PhD, co-director of the Center for Research on Coronaviruses and Other Emerging Pathogens, joins Chief Investment Officer Tony Roth to discuss the origins of the coronavirus, a field Dr. Weiss has researched for more than four decades. Listen as Dr. Weiss walks us through the biology and epidemiology of COVID-19. 305912 -- Wilmington Trust Corporation is a wholly owned subsidiary of M&T Bank Corporation.
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