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.
August 7, 2018— Now that the S&P 500 earnings calendar has seen the second quarter come and go, most companies have reported results that reflect another stellar earnings season. More companies—over 80%—beat earnings in the second quarter than during any point since the mid ‘90s, when data started being tracked. On average, earnings beat analysts’ estimates by
July 27, 2018—Emerging markets (EM) assets have had a rough go of it this year, to say the least. EM equities are down 13%[1] from their January highs, and currencies have been similarly challenged. The combination of a tightening Fed, a stronger dollar, trade tensions, and slowing global growth have compounded with country-specific concerns to weigh on EM assets. We have
July 13, 2018— The slope of the yield curve has continued its relentless slide this month, with the yield differential between a 10-year and a 2-year Treasury bond falling below 0.27%. The closer this figure gets to zero, the more suspect investors become about whether the economy can withstand higher interest rates from the Fed.
