About the Author

Meghan Shue

Administrative Vice President and Head of Investment Strategy

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.

By the Author

Episode 8:
The COVID-19 Stock Market—Suspending Belief

Tony Roth and Meghan Shue |
Wilmington WealthWise with Tony Roth
45455 WWW Episode 8 Stock Ticker NC.jpg

April 28—Chief Investment Officer Tony Roth is joined by Credit Suisse Managing Director and Chief U.S. Equity Strategist Jonathan Golub, and Wilmington Trust’s Head of Investment Strategy Meghan Shue, to discuss how the U.S.’ response to COVID-19 has impacted equity market valuation and stability, how the markets may fare in a less globalized society, and what sectors to consider, despite this contracting environment. Jonathan Golub, Managing Director, Chief U.S.


Downgrading REITs to Neutral

Meghan Shue |
Wilmington Wire
Real estate investment trusts REITs. Shopping cart and model of house.

April 22, 2020—Highlights:We have reduced our exposure to real estate investment trusts (REITs) from an overweight to a neutral allocation.Risk assets like REITs and equities have staged a strong rally since March 23, but we expect a slow economic recovery, the risks around which do not appear to be properly appreciated by investors.We took the opportunity to sell REITs into relative strength to reduce overall risk in client portfolios.


Oil Market Collapse

Meghan Shue and Evan Kurinsky |
Wilmington Wire
Stock graph investment concept with offshore rig and oil refinery plant. Double exposure.

April 21, 2020—Financial markets remain in turmoil, but the focus has shifted from the equity market to the oil market. This week, oil prices fell into negative territory, a phenomenon that would seem to make about as much intuitive sense as negative interest rates. Here we discuss what is happening and offer some perspective on the path forward for energy prices.What happened?On Monday, April 20, the May contract for West Texas Intermediate crude, the U.S.


Silver Linings Playbook

Meghan Shue |
Wilmington Wire
Sunbeam through the black stormy cloud.

March 26, 2020—The stock market’s precipitous drop has wreaked havoc on portfolios, wiping three years of gains from the U.S. stock market in a matter of days. What we have experienced puts us in uncharted waters: a combination of one of the fastest declines in equity market history, the most abrupt and wholesale halting of economic activity ever, and the most rapid deployment of monetary stimulus we’ve ever seen.


Portfolio Rebalancing: A Powerful Tool in Volatile Markets

Tom Pierce, CFA® and Meghan Shue |
Wilmington Wire
Portfolio Risk NC.jpg

March 20, 2020—Asset allocation is about balancing risk and reward. A disciplined investment approach encourages investors to trim asset classes that have outperformed the rest of the portfolio over some period and increase the allocation to asset classes that suffer temporary underperformance, a strategy known as portfolio rebalancing. This process serves two important purposes for investors. First, it can increase potential future returns by “buying low” (i.e.