All Wilmington Wire Posts

Mounting Risk of U.S. Withdrawal from NAFTA

Clement K. Miller |
Wilmington Wire
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By Clem Miller, Senior Portfolio Manager January 18, 2018— Amidst all of the market excitement about U.S. tax reform, many investors fail to appreciate the mounting risk that President Trump could soon announce U.S. withdrawal from the North American Free Trade Agreement (NAFTA). Last week, several developments occurred, which signal the rising likelihood that NAFTA

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Market Reacts to Firming Inflation

Meghan Shue |
Wilmington Wire
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January 16, 2018— December inflation, as measured by the Consumer Price Index (CPI), held steady on a year-over-year basis at 2.1%. However, the “core” measure, which excludes the volatile food and energy components, had a 1.8% year-over-year increase. Some of this was due to firming across categories, including prices in the housing and medical care

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Is your Portfolio Ready for 2018?

Meghan Shue |
Wilmington Wire
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December 22, 2017—As we take stock of 2017, and our expectations of the year ahead, we appreciate the incredible year equity markets have had, and we find evidence that the current momentum can continue. As such, this month we are modestly increasing risk in client portfolios by adding 1% to Developed International equities from cash

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