EU COVID-19 Fiscal Response: Political and Investment Implications

Clement K. Miller, CFA |
Wilmington Wire
CatEyePerspective

July 22, 2020—Once the epicenter of the global coronavirus (COVID-19) outbreak, Europe is taking significant fiscal actions to support European Union (EU) efforts to climb out of a deep recession. These actions come on the heels of the European Central Bank’s (ECB) emergency monetary initiatives.

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Episode 14: China—#2 Economy with a Bullet

Tony Roth |
Wilmington WealthWise with Tony Roth

July 20—This is the first of two episodes where we shine the spotlight on China, which is front and center on the world stage. Tony and Dr. Stephen Roach, a Senior Fellow at Yale University’s Jackson School of Global Affairs, discusses China’s ascendancy over the last four decades and the pressures this uber-economic power faces to sustain and even exceed its high growth rate.Dr.

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Our High Earnings Growth Tilt in International Stocks

Clement K. Miller, CFA |
Wilmington Wire
city-skyline-at-dusk.jpg

May 26, 2020—We design our client portfolios in two stages. The first stage is tactical asset allocation. For example, in equity asset classes, we allocate among U.S. large cap, U.S. small cap, developed international, and emerging markets. The second stage is the construction of portfolios within each asset class, comprising mixes of funds to achieve various objectives and tilts.

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