March 8—Twenty-four hours after Russia invaded Ukraine, Wilmington Trust’s Chief Investment Officer Tony Roth hosted a client webinar, “A Dark Day for Europe.” The World Reacts. Joined by Chief Economist Luke Tilley, Head of Investment Strategy Meghan Shue, and Senior Portfolio Manager Mark Horst, the team set out the critical issues at stake in this ever-fluid situation. Listen to learn what is expected for economies, inflation, and portfolios.
March 2—It was hardly a coincidence that Russia’s President Putin waited until after the Beijing Olympics to invade Ukraine—a move that was clearly a courtesy to China’s President Xi Jinping. Under his leadership, the Chinese Communist Party exerts nearly unfettered control and instant ability to implement, leaving markets to simultaneously understand what’s happened and anticipate what’s next.
December 15—“Global resource disorder.” It’s a term the team coined to convey the severe labor market shortage which—more than any other economic factor—has brought about a massive breakdown in the normally well-oiled global supply chain.