Wilmington Trust’s Capital Considerations

Wilmington Trust•library.wilmingtontrust.com

Tony Roth, chief investment officer, Wilmington Trust Investment Advisors, Inc, the investment advisory arm of M&T Bank, asks—and answers—the questions that are top of mind for today’s investors. During each episode, Tony and a special guest provide listeners with insights on unfolding market, economic, and other evolving trends, and a window into how client portfolios are being positioned in the face of ongoing uncertainty.

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Episodes

Business Owners—A Close-up on PPP

Mention the Paycheck Protection Program (PPP) and business owners’ ears perk up. Annmarie Lee, M&T Bank associate general counsel and member of our PPP Leadership team, gives us the skinny on how business owners can navigate the program. Chief Investment Officer Tony Roth also talks to our client Janet Wischnia, founder of textile business American Blossom Linens. She gives us an inside look at how PPP funded her ability to pivot and meet altered, COVID-induced demand.

Jun 16, 2020•33 min

U.S. Federal Debt—From Bubble to Balloon

$6.0 trillion. Roughly half of that was recently given out to ease Americans’ COVID-19-induced economic suffering—with nearly another $3 trillion now proposed. That’s atop a U.S. debt tab of over $20 trillion. Our CIO Tony Roth and Chief Economist Luke Tilley discuss why it matters, whether we should be worried, and the importance of having a plan.

May 13, 2020•31 min

The COVID-19 Stock Market—Suspending Belief

Chief Investment Officer Tony Roth is joined by Credit Suisse Managing Director and Chief U.S. Equity Strategist Jonathan Golub, and Wilmington Trust’s Head of Investment Strategy Meghan Shue, to discuss how the U.S.’ response to COVID-19 has impacted equity market valuation and stability, how the markets may fare in a less globalized society, and what sectors to consider, despite this contracting environment. 305912 -- Wilmington Trust Corporation is a wholly owned subsidiary of M&T Bank Co...

Apr 24, 2020•38 min

The Cure for What Ails Us Part II: Injecting Prevention for One and All

Chief Investment Officer Tony Roth speaks with Ofer Levy, MD, PhD, physician-scientist in pediatric infectious diseases, Director of the Precision Vaccines Program at Boston Children’s Hospital, and Professor at Harvard Medical School. Dr. Levy discusses the race to develop therapeutics, including plasma therapies, and when we can expect a viable vaccine. 305912 -- Wilmington Trust Corporation is a wholly owned subsidiary of M&T Bank Corporation.

Apr 20, 2020•43 min

The Cure for What Ails Us Part I: What Makes This Virus Different From All Other Viruses?

University of Pennsylvania microbiologist Susan Weiss, PhD, co-director of the Center for Research on Coronaviruses and Other Emerging Pathogens, joins Chief Investment Officer Tony Roth to discuss the origins of the coronavirus, a field Dr. Weiss has researched for more than four decades. Listen as Dr. Weiss walks us through the biology and epidemiology of COVID-19. 305912 -- Wilmington Trust Corporation is a wholly owned subsidiary of M&T Bank Corporation.

Apr 20, 2020•37 min

Planning Opportunities During Challenging Times

March 25, 2020—Tony is joined by Wilmington Trust’s Chief Planning Officer Don DiCarlo, who shares his insights on several wealth planning opportunities that can be particularly beneficial during the current market environment. Together, they discuss strategies to utilize the high federal tax exemption before it’s set to expire in 2026, or potentially sooner; gifting depreciating assets to different trust structures; converting a traditional IRA to a Roth IRA; and tax loss harvesting. 305912 -- ...

Apr 07, 2020•29 min

Health care—The proposals, the promises, the positioning

March 13, 2020—Tony is joined by Christopher Pope, a senior fellow at the Manhattan Institute, whose research focuses on health care payment policy, hospital-market regulation, and insurance-market reform. Together, they compare the health care proposals and campaign promises from the two leading Democratic Party contenders with what is likely under President Trump if he prevails in November. 305912 -- Wilmington Trust Corporation is a wholly owned subsidiary of M&T Bank Corporation.

Apr 07, 2020•31 min

Coronavirus Revisited—Where Are We Now? Where Are We Headed?

March 6, 2020—Chief Investment Officer Tony Roth is joined by Dr. Amesh Adalja, a Senior Scholar at Johns Hopkins University Center for Health Security in the Bloomberg School of Public Health. Dr. Adalja provides his view on the potential trajectory of the virus and societal impacts, while Tony offers insights on the pandemic from the perspective of global growth, capital markets, and client portfolios. 305912 -- Wilmington Trust Corporation is a wholly owned subsidiary of M&T Bank Corporat...

Apr 07, 2020•42 min

O Productivity, Where Art Thou?

February 12, 2020—Chief Investment Officer Tony Roth and Chief Economist Luke Tilley of Wilmington Trust Investment Advisors discuss the productivity paradox. Forces such as market creation, firm strategy, consumer surplus, and progress all combine to help explain the disconnect between the productivity we see and the fact that it isn’t reflected in the economic data. 305912 -- Wilmington Trust Corporation is a wholly owned subsidiary of M&T Bank Corporation.

Apr 07, 2020•18 min

Into the Unknown

February 5, 2020—In the premier episode, Tony Roth, chief investment officer of Wilmington Trust Investment Advisors, 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. 305912 -- Wilmington Trust Corporation is a wholly owned subsidiary of M&T Bank Corporation.

Apr 07, 2020•16 min

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