Should Investors Carve China Out of Their Emerging Markets Allocation?

Clement K. Miller, CFA |
Wilmington Wire

August 5, 2020—Chinese stocks, as captured by the MSCI China Index, have risen and comprise almost 40% of the market capitalization of the MSCI Emerging Markets Index. This Wilmington Wire addresses a question that has been posed by some investors: Should investors carve China out of their emerging markets allocation?There are two sets of investors asking this question.


Stimulus Package is Paramount for Economy

Luke Tilley |
Wilmington Wire

July 31, 2020—As we head into the weekend, Congress is facing some self-imposed deadlines and increasing pressure to pass a new fiscal stimulus package to support the still-weak economy. The most often cited technical deadline is today, July 31, the official end date of the $600 per week boost to unemployment insurance (U/I) recipients.


Webinar: Diagnosing the Disconnect: A COVID-19 Economic and Market Update

Tony Roth |
Investment Management

July 30—What do the Fed, fiscal stimulus, vaccines, and the election mean for the economy and your investments going forward?Chief Investment Officer Tony Roth, Chief Economist Luke Tilley and Head of Investment Strategy Meghan Shue analyze the key drivers behind the market’s recent run.

Read transcript

Moderator: At this time, let’s begin today’s webinar, Diagnosing the Disconnect: A COVID-19 Economic and Market Update.