All Wilmington Wire Posts

Moving to an Underweight in Equities

Tony Roth |
Wilmington Wire
disease epidemic New coronavirus “2019-nCoV”, handwritten text.

February 25, 2020 — The spread of the novel coronavirus COVID-19 has gripped the globe, risking lives and spreading fear even faster than the virus itself. From an investment perspective, we have been following the progression from its believed origin in the Hubei province of China to roughly 36 other countries and anticipating the economic and market ramifications.

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Coronavirus: Why the Week Ahead is Critical

Evan Kurinsky |
Wilmington Wire
Illustration of the spread of a new coronavirus from China around the world

February 11, 2020 —This is the fourth in a series on the continuing coronavirus outbreak (Coronavirus Concerns: Monitoring the Risks Closely, but Not Reacting in Portfolios Yet, 1/28; Coronavirus update: Hold the Line 2/3; Coronavirus Disruptions—Which Industries Have Been Hurt Most? 2/5).

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Coronavirus Disruptions—Which Industries Have Been Hurt Most?

Clement K. Miller, CFA |
Wilmington Wire
Medical NC.jpg

February 5, 2020 — This Wilmington Wire blog post is the third in a continuing series of updates on the coronavirus outbreak and its market and economic implications. The first, Coronavirus Concerns: Monitoring the Risks Closely, but not Reacting to Portfolios Yet; and the second, Cononavirus update: Hold the line. We also held a conference call on Monday, February 5, where we discussed the market sell-off and potential economic implications of the epidemic. Call recording.

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