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

Episode 16: Taking Stock of the Market

Meghan Shue and Tony Roth |
Capital Considerations with Tony Roth

August 3, 2020—Never could we have predicted in January that 2020 would be unprecedented in so many ways. We face a continuing pandemic, domestic unrest, and an economy that has yet to fully reopen. As we move deeper into the summer and try to understand what the “next normal” will be, it’s time to test any previous assumptions, and pivot in the face of unparalleled change. Learn the strategies we’re considering for portfolio success.

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Building Resilient Portfolios

Meghan Shue |
Wilmington Wire
alfexe

July 24, 2020—As the global COVID-19 crisis continues into the second half of the year, we have learned quite a bit about the virus, but many questions remain around the path forward for the global economy and financial markets. We have adjusted portfolios over recent months to better position clients for a challenging road ahead.

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Stock Market Earnings Season: Brace for Impact

Meghan Shue |
Wilmington Wire
marchmeena29

July 13, 2020—Stock earnings season typically provides a hiatus from the macro news cycle and offers a more granular view into the health of businesses across the economy. As we head into reporting season for the second quarter, we think investors may need to brace for disappointment–not necessarily for the revenue and earnings figures themselves, but rather for the lack of guidance on the road ahead.A whole lot of uglyMake no mistake: the second quarter will be ugly.

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Evaluating the Luster of Gold as an Investment

Meghan Shue |
Wilmington Wire
Global Gold Price Commodity Concept

May 29, 2020—Of all the asset classes available in which to invest, the nuances of investing in gold may be least appreciated. Gold is attractive as a long-term store of value or portfolio hedge, but it can also be extremely volatile, generates no income or organic growth, and involves storage costs. As a result, the case for gold in a portfolio is much more gray than black or white.

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Testing and Therapeutics as the Keys to Restarting the Economic Engine

Tony Roth and Meghan Shue |
Wilmington Wire
female lab technician doing research with a microscope in the lab. coronavirus

May 4, 2020— As investors turned part-time epidemiologists, we have been paying close attention to the trajectory of the COVID-19 disease, including growth in the number of new daily cases. There is evidence at the global and U.S. level that the so-called curve is being bent, though the U.S. curve is behind many other parts of the world and it has taken an unprecedented societal effort to do so.Some argue there is a light at the end of the tunnel, with U.S.

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