Meghan is a Senior Investment Strategist 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.
Four months into 2019 and the S&P 500 is up 17% (price return), making it the seventh best start to the year for the index since 1929. One sector is just barely eking out a positive return: health care. The return spread between health care and the best-performing sector—technology—over just the first four months of the year is a staggering 24%.There are two main reasons why the health care sector appears to be on life support.
May 17, 2019 – This week’s nearly round trip in stock markets serves as yet another reminder that it is incredibly difficult and misguided to try to predict short-term movements in the financial markets. After a steep -2.5% drop in the S&P 500 on Monday, in response to an escalating trade war between the U.S. and China, the market clawed its way back and was set to close flat on the week as of Thursday afternoon.
May 6, 2019 – Risk markets were jolted awake on Monday morning, as U.S.–China trade risks resurfaced. On Sunday afternoon, President Trump posted on Twitter that he would be ratcheting up tariffs on China beginning Friday, May 10, if a deal is not reached by then. Specifically, the threat is to raise existing tariffs on $200 billion of Chinese exports to the U.S.
