Meghan is Head of Investment Strategy at Wilmington Trust and a member of Wilmington Trust’s Investment Committee. Meghan’s responsibilities include helping manage the end-to-end asset allocation process, developing market research, and communicating the team’s market outlook and positioning to clients and prospective clients.
Prior to joining Wilmington Trust, Meghan was an Investment Strategist at Bessemer Trust, where she helped manage the asset allocation decision and implementation process, performed asset allocation and market research, and published pertinent thought leadership.
Meghan holds an MBA with a concentration in Finance from the University of Miami and graduated valedictorian. She also holds a bachelor’s degree in Engineering, with a concentration in Operations Research and Financial Engineering, from Princeton University.
December 20, 2019 – U.S. equities have had a strong run in 2019, with the technology sector up even more. As we look into 2020, we expect technology companies to remain caught in the middle of a tug-of-war between productivity and populism. However, a tight labor market, along with the secular shift toward artificial intelligence and cloud computing, should allow tech stocks to overcome political headwinds. We still see opportunity and are overweight technology in our sector strategy.
As with hard sciences like physics or chemistry, finance has commonly held “principles” somewhat akin to laws that help govern how investors value assets. The difference is that finance is not a hard science but, like economics, more of a social science that relies on human behavior and psychology. As a result, even the most widely accepted tenets deserve to be examined and turned on their heads at times to evaluate under what circumstances they actually hold up.
September 17, 2019—This past weekend, we witnessed unprecedented developments in the oil market and are sharing our thoughts on the key questions that investors should be asking.
What is happening in the Gulf?
The Abqiaq oil-processing plant in eastern Saudi Arabia was hit by a series of drone strikes this past Saturday, disrupting 5.7 million barrels of crude oil production per day for the Kingdom.
