Capital Perspectives May 2020

Tony Roth |
Investment Management

In the May issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he discusses how this recession is unlike previous market dislocations and despite having a simple trigger, the impacts and investment implications are harder to gauge.


4 Health Care Subsectors to Watch

Investment Management
Health Care Industry

The COVID-19 pandemic may make the health care sector less resilient than it normally would be in a downturn.Historically, the health care sector has outperformed other sectors during down markets. This time may prove different because COVID-19 is giving rise to both humanitarian and economic impacts. Hospitals and health systems have reconfigured themselves to deal with the immediate health crisis.


Episode 8: The COVID-19 Stock Market—Suspending Belief

Tony Roth and Meghan Shue |
Capital Considerations with Tony Roth
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April 28—Chief Investment Officer Tony Roth is joined by Credit Suisse Managing Director and Chief U.S. Equity Strategist Jonathan Golub, and Wilmington Trust’s Head of Investment Strategy Meghan Shue, to discuss how the U.S.’ response to COVID-19 has impacted equity market valuation and stability, how the markets may fare in a less globalized society, and what sectors to consider, despite this contracting environment.Jonathan Golub, Managing Director, Chief U.S.