About the Author

Meghan Shue

Group Vice President Head, Investment Strategy & Portfolio Construction

Meghan is responsible for helping manage the end-to-end asset allocation process, developing market research, and communicating the investment team’s market outlook and positioning to clients and prospective clients. She is a member of the Investment Committee, which is responsible for deriving the firm’s strategic and tactical asset allocation positioning.

Meghan also oversees the firm’s portfolio construction process, including implementation of asset class views through a variety of proprietary, non-proprietary, passive, active, and factor-based solutions. She is co-chair of the Portfolio Management Committee.

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.

She holds an MBA with a concentration in finance from the University of Miami, where she was valedictorian of her graduating class. She also holds a bachelor’s degree in engineering, with a concentration in operations research and financial engineering, from Princeton University.

Meghan is a regular CNBC contributor, and is frequently quoted in financial media communicating the firm’s economic and market views.


By the Author

Politics & Your Portfolio: Top 5 Questions Answered About the Midterm Election

Meghan Shue |
Wilmington Wire
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November 7, 2018—Tuesday’s election delivered the result largely expected by us and the markets: a split Congress, with the Democrats wresting control of the House but Republicans retaining the majority in the Senate. Voter engagement was extremely high, with a record turnout for a midterm election.

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The Carnage Continues

Meghan Shue |
Wilmington Wire
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October 25, 2018 — Equity markets continue to exhibit significant selling pressure. Unlike the prior corrections in early 2016 and early 2018, the origin of this month’s rout in the stock markets is difficult to pin on any one factor. Instead, it seems to be due to a combination of a slight deterioration in the global growth outlook, concerns about peak earnings growth, and continued trade tensions.

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DJIA and S&P 500 Plunge, but We’re not Panicking

Meghan Shue |
Wilmington Wire
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October 11, 2018— Hurricane Michael is not the only thing leaving a wake of destruction in its path. The stock market has also experienced a swift correction that has spared few stocks, sectors, or regions—with weakness extending into European and Asian markets. The S&P 500 had its worst day since March, and the Dow Jones Industrial Average (DJIA) fell over 800 points on Wednesday.

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All Eyes Are on China, but Canada Is the One to Watch

Tony Roth and Meghan Shue |
Wilmington Wire
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September 19, 2018— The past few months have been dominated by news flow on trade, but the U.S./China trade spat has stolen the most headlines and dominated market sentiment. Emerging market equities and the U.S. dollar have fluctuated in concert with U.S./China trade developments. (Harsher headlines have been accompanied by safe-haven flows to the U.S. dollar, which have put extra downward pressure on EM equities and currencies.

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Are Investors too Complacent about Tariffs?

Meghan Shue |
Wilmington Wire
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September 18, 2018—On Monday night the latest shots were taken from both sides in the growing U.S./China trade war, and global equities on Tuesday are…up? Not only that, but S&P 500 sectors thought to be most exposed to trade, including industrials and materials, are also in the green at the time of writing. A possible explanation for this is investor complacency when it comes to tariffs.

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