Capital Perspectives October 2017

Tony Roth |
Investment Management
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In the October issue of our monthly flagship publication, we feature:  On the Record by Chief Investment Officer Tony Roth, Bent but not broken: resilience and recovery after the storms. In Focus provides a high-level overview of bitcoins—what digital currency is, why it was created, and how it works. Investment positioning, major themes, asset class updates.  In the

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A Stormy Jobs Report

Luke Tilley |
Wilmington Wire
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October 6, 2017— The employment report for September reflected continued underlying strength in the U.S. labor market, but also a significant impact from the multiple hurricanes that month. On balance, we are encouraged by the continued strength, and especially by the return of stronger wage growth that is supportive of our positioning. Next month, we

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Implications of Trump’s Pick for Fed Chair

Meghan Shue |
Wilmington Wire
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October 5, 2017— While President Trump is still early in his tenure, it is fair to speculate that one of his most influential contributions will come in the appointments he will make to key posts within the Federal Reserve Board (“Fed”). The composition of the Fed has incredibly important implications for the U.S. and international

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