Latest Content

Episode 35: The Economic Toll of Climate Change

Tony Roth |
Capital Considerations with Tony Roth

June 23—Just a few years ago, the U.S. was moving at a snail’s pace relative to Europe when it came to prioritizing the climate crisis. Today, we see fervent interest from policy and industrial standpoints, as well as mainstream society—while catastrophic weather events continue to exact heavy financial tolls.


Global Equities: What is Driving Regional Returns Dispersion?

Clement K. Miller, CFA |
Wilmington Wire
Blue double exposure of money coins stacking with bar graph for financial and investment business concept.

June 23, 2021—Over the last three months, global equity share prices have risen, validating our pro-cyclical equity positioning. It is worth noting that within global equities, we have seen a massive dispersion of return performance across regions/countries (see the chart below comparing trailing three-month return performance for various regional exchange traded funds (ETFs) and their larger component stocks).