India’s COVID-19 Surge—Dimensioning the Impact on EM Equity Returns

Clement K. Miller, CFA |
Wilmington Wire
Coronavirus Outbreak and Public Health Risk Disease, Lockdown and Quarantine, State Of Emergency Concepts

May 10, 2021—We have all seen the horrifying images coming out of India. The recent wave of COVID-19 illnesses, deaths, and lockdowns are having a severe negative impact on the operations of Indian business, including those listed on the Mumbai Stock Exchange. The human toll of the India outbreak has been devastating and heartbreaking. Moreover, the situation may worsen before it stabilizes, especially if vaccinations do not further accelerate.

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Disappointing Jobs Report Does Not Change the Outlook

Rhea Thomas and Luke Tilley |
Wilmington Wire

Rhea Thomas, Senior Economist, Wilmington Trust Investment AdvisorsMay 7, 2021—Markets were abuzz at 8:29 Friday morning ahead of the jobs report with official consensus forecasts of 1 million new jobs added in the month of April and “whisper expectations” (whatever those are) of 1.5 million. At 8:30 those expectations were thoroughly dashed upon the announcement of just 266,000 new jobs added and downward revisions to previous months.

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Capital Perspectives May 2021

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, where he explains why we remain overweight equities and the significance of an expected market correction. He also reveals our expectations for the economic trajectory and the importance of staying invested and calm to help potentially reap rewards down the road.

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