Capital Perspectives January 2021

Tony Roth |
Investment Management

In the January issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he details the path forward amid the arrival of effective vaccines and a new administration with a unified government under Democrat control. He provides an overview of three key investment domains and details the importance of having a proper investment plan to help investors emerge unscathed on the other side.


Episode 26: Capital Markets Forecast 2021 ESG investing strategies—Are they right for your portfolio?

Tony Roth and Steve Norcini |
Capital Considerations with Tony Roth

December 14—Harvard Law Professor Robert Sitkoff joins Chief Investment Officer Tony Roth to discuss ESG (environmental, social, governance) investing principles and how fiduciaries may incorporate them into portfolios, while Head of Sustainable Investing Steve Norcini weighs in with his views on stakeholder capitalism and how ESG can help companies achieve long term sustainability.Robert Sitkoff, John L.


Episode 25: Capital Markets Forecast 2021 Inflation Dynamics

Luke Tilley and Tony Roth |
Capital Considerations with Tony Roth

November 30—How has the pandemic impacted inflation rates and our inflation forecast as we inch closer to a post-COVID environment? Tony is joined by Wilmington Trust Investment Advisors Chief Economist Luke Tilley for a discussion about the importance of inflation as an economic and market indicator.Please listen to important disclosures at the end of the podcast.Paragon is a portfolio analysis, risk assessment, and goal optimization tool.