June 9—The economy is still rising after a COVID-induced hibernation, further bolstered by easy monetary policy and vaccinations, while pent-up demand and stimulus are being deployed, brightening the outlook for corporate earnings—but for how long? How much has the recovery been priced into stocks? Chief Investment Officer Tony Roth welcomes the insights of seasoned stock pro Lori Calvasina, head of U.S.
As June is Pride month—which commemorates the long struggle for civil rights and equal justice for LGBTQ individuals—it’s an ideal time to look at this community in M&T and Wilmington Trust, as well as the clients and the neighborhoods we support. To take us through the way M&T Bank is focused on diversity, equity, and inclusion, we recently spoke with Vice Chairman Kevin Pearson. Please see important disclosures at the end of the article.
In the June issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he answers important questions relating to the strength and the length of the U.S. economic bounce as well as the anticipated global upswing and the team’s rationale for a portfolio positioning shift within equities.