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

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Global Equities Pullback, Very Low Dispersion across Global Markets

Clement K. Miller |
Wilmington Wire
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February 8, 2018— Since January 30, we have seen sharp movements in both domestic and international equity markets. The most significant drop thus far came on Monday, Feb. 5, when the S&P 500 declined by 4.1%, and international markets fell as well.   Global markets remained volatile on February 6 and 7. A notable feature of

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Mounting Risk of U.S. Withdrawal from NAFTA

Clement K. Miller |
Wilmington Wire
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By Clem Miller, Senior Portfolio Manager January 18, 2018— Amidst all of the market excitement about U.S. tax reform, many investors fail to appreciate the mounting risk that President Trump could soon announce U.S. withdrawal from the North American Free Trade Agreement (NAFTA). Last week, several developments occurred, which signal the rising likelihood that NAFTA

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