Spain and the No-Confidence Vote: Will it Inspire Investor Confidence?

Clement K. Miller |
Wilmington Wire
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June 8, 2018— Global investors view European elections, referenda, and other changes of government through a market lens: To what degree are these political developments favorable or unfavorable for markets? The surprise 2016 BREXIT referendum outcome was, of course, market negative. French, German, and Dutch elections in 2017 were all positive, in that they produced centrist pro-European Union (EU) governments.

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Battle Stations: The $1 Trillion Theft of Intellectual Property

Tom Pierce, CFA® |
Wilmington Wire
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March 26, 2018— President Trump tweeted on March 2 and 7, respectively: “When a country (USA) is losing billions of dollars of trade with virtually every country it does business with, trade wars are good, and easy to win.  Example, when we are down $100 billion with a certain country and they get cute, don’t trade with them anymore – we win big.  It’s easy!” and, “The U.S. is acting swiftly on Intellectual Property theft.

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Italian Elections – An Inconclusive Outcome Would be Inconsequential for European Equities

Clement K. Miller |
Wilmington Wire
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February 26, 2018 – Ever since the surprise Brexit referendum in June 2016, global investors have been closely watching European elections for signs that political instability might impact regional economic progress or equity markets. On March 4, it is Italy’s turn for general elections. Italian voters go to the polls to elect a new Chamber of Deputies (lower house of parliament) and Senate (upper house).

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