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

Coronavirus update: Hold the Line

Meghan Shue |
Wilmington Wire
3D render bacteria virus, 3d render microbe.

February 3, 2020 — The novel coronavirus originating from the populous city of Wuhan, China, continues to progress, with still-unclear implications for global economies and markets. Since our Wilmington Wire post last week discussing the topic, the number of reported cases globally has more than quadrupled to 17,489 across 24 different countries, with 362 deaths reported, at the time of writing. All but one of these deaths has occurred in China.

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Phase 1 Signed, Sealed, Delivered

Meghan Shue and Luke Tilley |
Wilmington Wire
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January 17, 2020 — On January 15, President Trump and Vice Premier of the People’s Republic of China Liu He signed a Phase 1 trade deal, bringing a hiatus—though likely not an end—to two years (almost to the day) of tariff threats and levies on goods traded between the U.S. and China.

The Phase 1 deal covered several areas, some more fully than others.

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Tech Sector: More Room to Run

Meghan Shue |
Wilmington Wire
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December 20, 2019 – U.S. equities have had a strong run in 2019, with the technology sector up even more. As we look into 2020, we expect technology companies to remain caught in the middle of a tug-of-war between productivity and populism. However, a tight labor market, along with the secular shift toward artificial intelligence and cloud computing, should allow tech stocks to overcome political headwinds. We still see opportunity and are overweight technology in our sector strategy.

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Understanding the Relationship Between Stocks and Interest Rates: It’s Complicated!

Meghan Shue |
Investment Management
Stock and Interest Rates NC.jpg

As with hard sciences like physics or chemistry, finance has commonly held “principles” somewhat akin to laws that help govern how investors value assets. The difference is that finance is not a hard science but, like economics, more of a social science that relies on human behavior and psychology. As a result, even the most widely accepted tenets deserve to be examined and turned on their heads at times to evaluate under what circumstances they actually hold up.

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Slippery slope: oil prices, production shocks, and energy stocks

and Jessica Blitz |
Wilmington Wire
Engineer using a tablet at a construction site.

September 17, 2019—This past weekend, we witnessed unprecedented developments in the oil market and are sharing our thoughts on the key questions that investors should be asking.

What is happening in the Gulf?

The Abqiaq oil-processing plant in eastern Saudi Arabia was hit by a series of drone strikes this past Saturday, disrupting 5.7 million barrels of crude oil production per day for the Kingdom.

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