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.
Episode 34: Is the Stock Market Running Out of Juice?
The economy is still rising after a COVID-induced hibernation, further bolstered by easy monetary policy and vaccinations, while pent-up demand and stimulus are being deployed, brightening the outlook for corporate earnings—but for how long? How much has the recovery been priced into stocks? Chief Investment Officer Tony Roth welcomes the insights of seasoned stock pro Lori Calvasina, head of U.S. Equity Strategy at RBC Capital Markets, who recently raised her S&P 500 price target.
Episode 33: Building Back Bridges & Roads? America’s Newest Deal
The infrastructure package, which currently comes with a $1.7 trillion price tag, seeks to deliver new roads and bridges and expands clean energy initiatives. While President Biden is working toward a deal, a broad sweep of complex economic issues has yet to be worked out. To dimension the implications and likely outcome of this initiative, Chief Investment Officer Tony Roth turns to Professor Rick Geddes, director of Cornell University’s Program in Infrastructure Policy.
Episode 32: Wealth Management Leader Doris Meister Surveys the Industry Landscape
With each challenge comes the opportunity to reevaluate and do better. This was supremely evident in 2020, as the pandemic brought about a sea change in the way business is done. At Wilmington Trust/M&T Bank, for example, sweeping advances in technology that were in the works before COVID were brought to bear at breakneck speed. How has the virus changed the ways advisors help clients achieve their goals? What should you look for when choosing an advisor? For the answers, we look to our own Head of Wealth Management Doris Meister, a leader at top firms for over 25 years.
Episode 31: Streaming Wars
Cable vs. streaming: Who will survive or even thrive? In our latest episode we explore rapidly changing tastes and how viewers are choosing to consume content from an ever-increasing supply of providers—as well as what it means for earnings of broadcast television and cable companies. Chief Investment Officer Tony Roth welcomes media and entertainment equity analyst Neil Macker from the investment research firm Morningstar to discuss what’s in store for these industries.
Episode 30: The Rise (and Fall?) of Emerging Tech Contenders
With soaring valuations and prospects for expansion, early-stage growth firms are practically giddy with excitement and visions of stardom. Big-player sectors like technology and health care have greatly benefited from macro trends and enjoy elite status as increasingly important pieces of the future economy.
Still, private equity investors are forced to face the hard truth: not every behemoth wannabe makes it to the bigtime. What do you look for to help assess which young upstart will be a shining star or which others will fizzle out, so to speak?
Chief Investment Officer Tony Roth talks to David Reuter, a partner at the private equity firm LLR, about this and much more in the emerging technology space.
Episode 29: Income Thirsty Investors Drink Up
To get a fix on the outlook for fixed income securities, we turn to Lord Abbett Partner and Portfolio Manager Leah Traub. In her important discussion with Chief Investment Officer Tony Roth, Leah shares what she believes is on the horizon for interest rates, dividends, and much more. Listen in and find out if your fixed income portfolio needs fixing.