All Wilmington Wire Posts

International stocks: Technology-related industries have generated high returns since vaccine repricing

Clement K. Miller, CFA |
Wilmington Wire
MicroStockHub

January 22, 2021—On November 9, 16, and 23, three vaccine manufacturers announced surprisingly positive results in Phase-3 trials of their COVID-19 vaccines. Global equity markets quickly repriced “economic reopening” stocks on the back of this news.

Read More...


EU’s Green and Digital Transition: Which Industries Will Benefit?

Clement K. Miller, CFA |
Wilmington Wire
metamorworks

December 22, 2020—Throughout 2020, European leaders, including UK leaders, have been developing a fiscal framework for accelerating the region’s emergence from the COVID-19 recession. At the same time, they have been laying the groundwork for a “Green and Digital Transition”, which they view as a foundation for longer-term economic growth.European politicians often speak about defending and promoting “European values.

Read More...


Adding to Equities on Increased Optimism

Meghan Shue |
Wilmington Wire
Igor Kutyaev

December 18, 2020—It has become cliché to point out that the year 2020 defied all expectations, including those of most investors. So, it is with humility that we revise our financial market expectations and portfolio asset allocations heading into 2021. There has been a divide between the economic trajectory—which has been languishing—and a stock market that continues to make new highs.

Read More...