Capital Perspectives May 2018

Tony Roth |
Investment Management

In the May issue of our monthly flagship publication, we feature: On the Record by Chief Investment Officer Tony Roth, Mind the cracks. In Focus provides a look at the projected evolution and investment potential of the technology sector. Investment positioning and asset class positioning updates. Economic stumbles have been in some of the highest-level macro data,


Wage Growth: Keep an Eye Out for Under-the-Radar Measures

Rhea Thomas |
Wilmington Wire

May 2, 2018—As of May 1, the U.S. economy has entered the second-longest economic expansion in its history (tied with the expansion of 1961–1969). Though “expansions don’t die of old age,” this new milestone will likely keep markets on edge watching for signs of a peak in the economic cycle. One of the key indicators


Market Not Celebrating 10-Year’s 3% Milestone

Meghan Shue |
Wilmington Wire

April 25, 2018—When it comes to bond yields, investors are impossible to please these days. If investors in 2013 were comparable to a toddler throwing a tantrum over the Federal Reserve (“Fed”) potentially withdrawing quantitative easing, then today it may be more appropriate to compare the market to a surly teenager who doesn’t know what