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Eyeing the Runway for a Soft Landing
Amid uncertainty in the world, we have gained clarity in certain areas & are cautiously optimistic that most election outcomes will be positive for U.S. stocks.
Research & Insights
Capital Perspectives
What do economic and market moves mean for portfolios?
Let our investment insights help inform your direction.
Our 2024 Midyear Market and Economic Outlook
CIO Tony Roth reflects on what drove markets in 1Q 2024 & how it was, in some ways, a continuation of trends seen last year. He also delves into what he expects to unfold in the second quarter.
Can the Market Rally Continue?
CIO Tony Roth reflects on what drove markets in 1Q 2024 & how it was, in some ways, a continuation of trends seen last year. He also delves into what he expects to unfold in the second quarter.
What Questions Are Top of Mind for Investors?
With the economy and the Fed at such pivotal points, address the most common and pressing questions on the minds of our clients.
On the Economy and Equities: Optimistic yet cautious
We look at how our capital markets views have evolved, including what we predicted correctly, where we missed the mark, and what it means for client portfolios.
Bond Yields: What goes up, must come down. Or does it?
The 10-year yield hit its highest level in nearly 16 years in August. Where are long-term interest rates headed and what does it mean for your portfolio?
Decoding the Market's Mixed Messages - June 2023
CIO Tony Roth discusses the markets’ mixed messages about future expectations, recession outlook, our investment process & resulting portfolio positioning.
Clouds Abound Amid the Silver Linings
CIO Tony Roth shares his views on the economy, its bright spots, the chance of a mild recession in the 2H 2023, and our portfolio positions.
The Best Offense Is a Good Defense - April 2023
CIO Tony Roth discusses the factors behind the recent bank failures, what they mean for the economy, and how we are positioning portfolios.
Inflation Not Going Quietly - March 2023
CIO Tony Roth discusses how persistently hot inflation & economic data may lead to higher rates than markets currently forecast and the chance of recession.
Capital Perspectives February 2023: Putting the Crystal Ball Back in the Drawer
CIO Tony Roth talks soft landing & mild recession probabilities, market outlook for Fed rate cuts, and asset class weightings adjustments.
Capital Perspectives January 2023: A New Strategic Lens for Portfolios
CIO Tony Roth shares our revised long-term capital markets assumptions & strategic asset allocations. You can also test yourself regarding our 2023 projections.
With uncertainty confusing the markets, we note that equities could encounter further challenges. What might be mean for portfolios? Remember, patience is key.
How are these uncertain, unsettling times causing anxiety and why are patience & resolve critical?
Our Midyear Market and Economic Outlook
We closed the book on the first half of 2022. Where do we see equity valuations and future returns headed? We counsel continued patience.
Battle of the Bulls vs. the Bears
Can the economy tolerate the burdens of high inflation and tightening monetary policy, and avoid recession? The answer is not so simple.
Navigating Inflationary Crosscurrents
Will inflation expectations be impacted by a cloudy supply-chain outlook and China’s COVID outbreaks? Read our views on how cash should be deployed.
Decades in Weeks, Portfolios in Months
The S&P 500 responded to economic, market & geopolitical changes with its first negative quarterly return in 2 years. What does this mean for your portfolio?
Russia-Ukraine, Black Gold & Portfolios
The Russia-Ukraine conflict has challenged investors. How can separating emotion from fact alter our economic and market views and impact portfolios?
What are the potential risks to inflation—the single-greatest & most unpredictable determinant of how the economy & markets will unfold in 2022?
From Pandemic to Endemic: The Inflation Equation
What is the inflation trajectory and what is its role in shaping the economic and market outlook for 2022? We may have downside surprises moving into 2H 2022.
Buckled Up in the Driver’s Seat
Where are the workers? When will supply chain traffic jams clear? How high will U.S. inflation go before peaking? We can help answer the questions.
Sloppy September: A Month of Market Volatility
Following a month of market volatility, what four critical risks continue are at play & what are their potential impact on the 9- to 12-month outlook.
Capital Perspectives July/August 2021
Wilmington Trust Chief Investment Officer Tony Roth provides investors with an opportunity to take stock of their investment portfolios by assessing the current economy, evaluating what has worked to date, and crafting a plan for the second half of the year.
Wilmington Trust Chief Investment Officer Tony Roth explains why we find stocks a compelling investment option and what a market correction could mean, as well as the pace of growth for the U. S. economy. He also continues the mantra of staying invested. Being patient will help you reap the rewards later in the economic cycle.
Capital Perspectives June 2021
Wilmington Trust Chief Investment Officer Tony Roth answers important questions relating to the strength and length of the economic bounce, the Fed’s inflation stance, and he shares his views on the anticipated global upswing and the team’s rationale for a portfolio positioning shift within equities.
Capital Perspectives April 2021
Wilmington Trust Chief Investment Officer Tony Roth reveals how the 2020 recession and ongoing recovery differ from past experience, our overall optimistic view of the U. S. and global economic trajectories, and where we see potential risks and opportunities.
Capital Perspectives March 2021
Wilmington Trust Chief Investment Officer Tony Roth discusses how despite labor market impairment, spike interest rates, and consumers’ savings levels, we are marching toward an economic inflection point of historic scale. He also details a potential short-term buying opportunity and explains our portfolio changes.
As the Virus (Trajectory) Turns - February 2021
Do investment opportunities exist amid this challenging short-term economic outlook? We see increased vaccine efforts and a possible COVID-19 mutations.
Capital Perspectives January 2021
Wilmington Trust Chief Investment Officer Tony Roth, discusses the path forward amid the arrival of effective vaccines and a new administration with a unified government. He also provides an overview of three key investment domains and details the importance of having a proper investment plan.