All Wilmington Wire Posts

The Russia–Ukraine Conflict and Portfolios: Holding the Line

Wilmington Wire
Flag of Russia and Ukraine painted on a concrete wall. Relationship between Ukraine and Russia

February 23, 2022—The rapidly escalating Russia–Ukraine conflict has dominated the news flow and financial market action over the past few weeks. The S&P 500 on Tuesday hit a new low for the year, correcting -10.25% since January 3. Wilmington Trust’s Investment Committee has been in constant communication and meeting with increased frequency. As of Tuesday, February 22, we are maintaining our current portfolio positioning and continuing to closely monitor the evolving situation.

Read More...


Federal Reserve Policy and Outlook

Luke Tilley |
Wilmington Wire

July 28, 2022Topics shared in this publication are:At its July 27, 2022 meeting, the Fed raised rates by 75bps, bringing the target range for the federal funds rate to 2.25% to 2.50%, now in line with its estimate of the long run “neutral rate” (the rate at which policy is neither expansionary nor contractionary).At the June meeting, the Fed’s projected median target rate (published quarterly) showed a move into restrictive territory at year- end 2022 (to 3.

Read More...


Market Selloff & Fed Policy Offer an Opportunity

Wilmington Wire
Stock Market Graph and dollar bill. Red trend line indicates the stock market recession

January 28, 2022—Equity markets stumbled out of the gate in 2022 with U.S. tech-related shares hit hardest. Several factors are driving elevated volatility and investor angst, including geopolitics, disappointing earnings, and increased hawkishness from central banks. While equity market corrections can be unsettling, they can also provide opportunities for long-term investors.

Read More...