All Wilmington Wire Posts

Our High Earnings Growth Tilt in International Stocks

Clement K. Miller, CFA |
Wilmington Wire
city-skyline-at-dusk.jpg

May 26, 2020—We design our client portfolios in two stages. The first stage is tactical asset allocation. For example, in equity asset classes, we allocate among U.S. large cap, U.S. small cap, developed international, and emerging markets. The second stage is the construction of portfolios within each asset class, comprising mixes of funds to achieve various objectives and tilts.

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Hedged Equity Strategies-A Defensive Approach for Prudent Investors

Julian Freeman |
Wilmington Wire

June 11, 2020—Often times the best defense is a good offense. As we endure this period of heightened volatility and continue to monitor and evaluate emerging data that can provide clarity into the full impact of the COVID-19 crisis, it is essential for investors to understand how important it can be to stay invested. That is to say, how important it can be that investors continue to play offense, even if they do so through a more defensive approach.

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Revisiting Oil – Oh, What a Difference a Month Makes

Evan Kurinsky |
Wilmington Wire
Stock graph investment concept with offshore rig and oil refinery plant. Double exposure.

May 22, 2020—Just one month has passed since West Texas Intermediate (WTI) crude oil, the U.S. benchmark, moved into uncharted territory and closed the day at a shocking -$37.63/barrel, indicating that owners of a “front month” contract (for delivery of oil in the following month) would have to pay a premium to offload it (as opposed to receiving proceeds from the sale, as is customary).

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