August 5, 2020—Chinese stocks, as captured by the MSCI China Index, have risen and comprise almost 40% of the market capitalization of the MSCI Emerging Markets Index. This Wilmington Wire addresses a question that has been posed by some investors: Should investors carve China out of their emerging markets allocation?There are two sets of investors asking this question.
July 31, 2020—As we head into the weekend, Congress is facing some self-imposed deadlines and increasing pressure to pass a new fiscal stimulus package to support the still-weak economy. The most often cited technical deadline is today, July 31, the official end date of the $600 per week boost to unemployment insurance (U/I) recipients.
July 24, 2020—As the global COVID-19 crisis continues into the second half of the year, we have learned quite a bit about the virus, but many questions remain around the path forward for the global economy and financial markets. We have adjusted portfolios over recent months to better position clients for a challenging road ahead.