May 22, 2019 – While 2018 was a notable year for growth in the economy, with GDP expanding at a solid pace of 2.9%, it was also notable for the lack of growth coming from the housing sector. After making modest positive contributions to annual GDP growth in each year of the recovery since 2012, investment in the housing sector by businesses and households (known as residential investment in the GDP accounts) was nearly flat in 2018 (Figure 1).
May 17, 2019 — Wilmington Trust’s investment committee has been monitoring the U.S.-China trade war, and in response to recent developments, has made portfolio adjustments to optimize for risk. Members from our leadership team shared their insights during an informative call and have been in the news explaining what this means for the market and how investors can protect portfolios.Missed the call? Listen to the replay.
In the May issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he talks about the changes taking place on the global economic growth trajectory that have prompted his team to reevaluate its world view, what it means for the stock market in general, and the weighting on international developed equities, in particular.
