February 21, 2019— I’m excited to share with you a recent article from Barron’s Penta, featuring our chief investment officer, Tony Roth. In it, he explained an example of the creative opportunities Wilmington Trust continuously seeks out on behalf of our clients. We recently pursued an opportunity to invest in European nonperforming loans for our clients, as well as other opportunities in private and public debt, revealing surprising upside for wealthy U.S. investors.
February 8, 2019— This week, China enters the Year of the Pig, which in the Chinese calendar is supposed to bring prosperity and wealth. Therefore, it’s worth contemplating the prospect for share price increases for the stocks comprising the MSCI China Index. One key measure of the attractiveness of Chinese stocks is the current discount of MSCI China Index to the aggregated analyst’s price target for the index.
February 4, 2019—Financial markets have been quite volatile over the past four months, with the S&P 500 down almost 20% from September to December of 2018 on concerns about politics, the Federal Reserve, and global growth. During that time—as is our modus operandi when the headline noise risks overwhelming all other considerations—we kept our focus on economic fundamentals and maintained the view that the U.S. equity market was not reflecting those fundamentals.