In the premier episode of Wilmington WealthWise with Tony Roth, chief investment officer of Wilmington Trust Investment Advisors, Tony welcomes Meghan Shue, head of investment strategy, as his special guest.
- The first and second halves of the year are going to play out in two very different ways from an investment and economic perspective.
- We expect the economy to continue to do well for the first half of the year, but believe the risk of recession will start to move up as the year draws to a close.
- It’s too early for markets to price in election risk and policy risk following the election but, regardless of who prevails in November, there will be significant policy risks to economic activity, and markets will see that as we get closer to the election.
Please listen to important disclosures at the end of the recording.