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—and chairs 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

Treading on Thinner Ice: Portfolio Risk Management

Meghan Shue |
Wilmington Wire
Cracks on thin ice - danger of walking on ice - risk of falling into water

March 25, 2022 — An important discipline in our investment work is portfolio risk management. This can mean adjusting position sizes of securities, adding portfolio hedges, or recognizing that the market is not appropriately pricing risks to the upside or downside. There is no question that economic risks have risen significantly in recent weeks, yet the S&P 500 is less than 6% below its all-time high.

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Russia–Ukraine: When the Facts Change

and Meghan Shue |
Wilmington Wire
Terrain crack - Ukraine/Russia

March 4, 2022— The horrors unfolding in Ukraine are deeply upsetting on every level. As investors, it is our job to separate emotions from facts that alter our 9–12-month view of the economy and financial markets. The situation in Ukraine has deteriorated at a rapid pace in the past two weeks, challenging some of our earlier assumptions and raising the risk of a more substantial impairment to economic growth in Europe.

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The Russia-Ukraine Conflict

and Tony Roth |
Wilmington Wire
Flag of Russia and Ukraine painted on a concrete wall. Relationship between Ukraine and Russia

February 25, 2022—The Russian invasion of Ukraine this week put an end to months of speculation and brought the crisis to a new phase. As we wrote earlier this week, our investment committee elected to maintain our portfolio positioning. We believe the critical considerations for investors is whether the Russia-Ukraine conflict derails the otherwise optimistic global economic outlook by way of high energy prices (which could sap spending power) or by way of inflation.

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The Russia–Ukraine Conflict and Portfolios: Holding the Line

Wilmington Wire
Flag of Russia and Ukraine painted on a concrete wall. Relationship between Ukraine and Russia

February 23, 2022—The rapidly escalating Russia–Ukraine conflict has dominated the news flow and financial market action over the past few weeks. The S&P 500 on Tuesday hit a new low for the year, correcting -10.25% since January 3. Wilmington Trust’s Investment Committee has been in constant communication and meeting with increased frequency. As of Tuesday, February 22, we are maintaining our current portfolio positioning and continuing to closely monitor the evolving situation.

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Market Selloff & Fed Policy Offer an Opportunity

Wilmington Wire
Stock Market Graph and dollar bill. Red trend line indicates the stock market recession

January 28, 2022—Equity markets stumbled out of the gate in 2022 with U.S. tech-related shares hit hardest. Several factors are driving elevated volatility and investor angst, including geopolitics, disappointing earnings, and increased hawkishness from central banks. While equity market corrections can be unsettling, they can also provide opportunities for long-term investors.

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