March 16, 2018 – There is a growing number of values-based, sustainable, and impact strategies available to U.S. investors. The Forum for Sustainable and Responsible Investment (USSIF) estimates that such strategies already account for over $8 trillion in assets under management, up 33% from 2014. In Wilmington Trust’s Manager Research Group, we have selected several
In the February issue of our monthly flagship publication, we feature: On the Record by Chief Investment Officer Tony Roth, All aboard the global economic growth train. In Focus uses a quiz format for readers to see how much they know about the top 10 tax reform takeaways. Investment positioning, major themes, and asset class positioning updates.
Our 2018 forecast for markets, economies, and portfolios. The U.S. economy — late-cycle emergence Inflation and growth — global-U.S. divergence Valuations, yields, and volatility — alternative resurgence Signs points to the U.S. economy being near or in a late (or pre-recession) stage, yet stock market valuations are elevated and inflation is inexplicably soft. Our investment