All Investment Management Content

Capital Perspectives May 2020

Tony Roth |
Investment Management
Cap-Perspectives-NC.jpg

In the May issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he discusses how this recession is unlike previous market dislocations and despite having a simple trigger, the impacts and investment implications are harder to gauge.

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Municipal Fixed Income Quarterly Market Commentary 1Q 2020

Karleen Strayer |
Investment Management
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In the 1Q 2020 issue of our quarterly publication, we:Discuss how IG muni credits are expected to weather the current market dislocation.Present views on the support of the CARES Act.Offer views on the spate of expected downgrades in the U.S. financials sector. In the first quarter of 2020, the municipal market experienced a decade of turbulence.

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4 Health Care Subsectors to Watch

Wilmington Trust |
Investment Management
Health Care Industry

The COVID-19 pandemic may make the health care sector less resilient than it normally would be in a downturn.Historically, the health care sector has outperformed other sectors during down markets. This time may prove different because COVID-19 is giving rise to both humanitarian and economic impacts. Hospitals and health systems have reconfigured themselves to deal with the immediate health crisis.

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