Capital Perspectives May 2022

Tony Roth |
Investment Management
Capital Perspectives

In the May issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth explains that, after an extraordinarily volatile and disappointing stock market in April, we analyze the current economic and market forces at play and set our sights on May and beyond. First, we take an in-depth look at inflation expectations and supply-demand shifts against a dicey backdrop that includes a cloudy supply-chain outlook and COVID outbreaks anew in China.

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The Real Deal on Rates, Yields, and Bonds

Tony Roth |
Capital Considerations with Tony Roth

May 4—With a volatile equity market, inflation at eyewatering highs, and the Fed signaling a fairly aggressive rate hike calendar, income- and yield-thirsty investors are heating up the bond market. How has inflation affected bond yields, and what is the market anticipating moving forward? Chief Investment Officer Tony Roth and Wilmington Trust’s Head of Fixed Income Manager Research Tom Pierce address these timely questions.

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The State of Our Cities: Recasting the Shadow Left by COVID

Capital Considerations with Tony Roth

April 20—After COVID took hold in 2020, many of those who could high-tailed it out of the crowded cities where they worked and headed for home offices in the ‘burbs, as office buildings gathered dust. Today, although rents have bounced back from all-time lows and then some,  working remotely is still very much with us—as is the virus to an extent.

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