Capital Perspectives September 2018

Tony Roth |
Investment Management

In the September issue of our monthly flagship publication, we feature: On the Record by Chief Investment Officer Tony Roth discusses how, despite the stock market’s continued positive performance, rising political and trade risks require a shift in portfolios. In Focus provides a look at growing levels of household debt—in particular, student loan debt—and what it indicates


The Housing Market: To worry or not to worry?

Rhea Thomas |
Wilmington Wire
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August 8, 2018— Recent data have raised concerns about a slowdown in the housing market.  After a solid 2017, in which both existing and new home sales posted their strongest readings since 2006 and 2007, respectively, 2018 has been a lackluster year in comparison. Sales of existing homes in the housing market, which account for


Flatter Curve, but Expect the Bull to Keep Running

Meghan Shue |
Wilmington Wire
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July 13, 2018— The slope of the yield curve has continued its relentless slide this month, with the yield differential between a 10-year and a 2-year Treasury bond falling below 0.27%. The closer this figure gets to zero, the more suspect investors become about whether the economy can withstand higher interest rates from the Fed.