June 23, 2021—Over the last three months, global equity share prices have risen, validating our pro-cyclical equity positioning. It is worth noting that within global equities, we have seen a massive dispersion of return performance across regions/countries (see the chart below comparing trailing three-month return performance for various regional exchange traded funds (ETFs) and their larger component stocks).
June 8, 2021—Chief Economist Luke Tilley explains our expectations for the path of inflation through the end of this year and into 2022 for the following reasons:The pandemic and stimulus were a one-shot deal—As the economy reopens and people begin spending on services, much of the inflation wil…
June 9, 2021—M&T/Wilmington Trust has a proud history of valuing diversity and being active supporters of the LGBTQ community. However, sustainable investing is distinct from our organization’s philanthropic efforts as we are not looking to give up returns in exchange for supporting causes that align with our values. Rather, we see diversity (in all its forms) as a material financial factor for analysis.
