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.
March 10, 2020—The stock market and economic outlooks are changing rapidly. Over the past few days we have witnessed several developments that led us to downgrade our outlook for the economy and markets and moved a 2020 recession into our base case. However, with hysteria evident everywhere from the floor of the NY Stock Exchange to the toilet paper aisle of Costco, we would encourage clients not to panic.
February 25, 2020 — The spread of the novel coronavirus COVID-19 has gripped the globe, risking lives and spreading fear even faster than the virus itself. From an investment perspective, we have been following the progression from its believed origin in the Hubei province of China to roughly 36 other countries and anticipating the economic and market ramifications.
February 11, 2020 —This is the fourth in a series on the continuing coronavirus outbreak (Coronavirus Concerns: Monitoring the Risks Closely, but Not Reacting in Portfolios Yet, 1/28; Coronavirus update: Hold the Line 2/3; Coronavirus Disruptions—Which Industries Have Been Hurt Most? 2/5).
In the premier episode of Wilmington WealthWise with Tony Roth, chief investment officer of Wilmington Trust Investment Advisors, Tony welcomes Meghan Shue, head of investment strategy, as his special guest. The first and second halves of the year are going to play out in two very different ways from an investment and economic perspective.