Wilmington Trust’s Capital Considerations

Wilmington Trust

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.

  1. APR 3

    Iran, the Strait of Hormuz, and What a Global Energy Crisis Means for Markets

    Rising tensions in the Middle East and the war with Iran are reshaping the global energy landscape, with direct implications for markets, inflation, and everyday costs. In this episode, Tony Roth reconnects with geopolitical expert Teddy Bunzel to examine the escalating conflict in and around the Strait of Hormuz—and why disruptions at this critical chokepoint matter far beyond the region. Together, they explore the intersection of geopolitics, energy security, and global finance, breaking down how military strategy, sanctions, and shifting regional power dynamics could affect oil and gas markets. The conversation also considers potential paths forward—from escalation to ceasefire—and what different outcomes could mean for energy prices, global supply chains, and economic growth. For those assessing risks to markets, portfolios, or the broader economic outlook, this episode offers a clear, informed perspective on what’s at stake—and what may come next.

    52 min

  2. MAR 18

    AI’s Impact on the Health Care Investment Landscape

    How far can artificial intelligence really take healthcare—and where are the investable opportunities today? As AI accelerates everything from diagnosis and physician productivity to drug discovery and clinical trials, the industry is entering a pivotal shift. But key questions remain. Listen as Tony Roth and Tom Lawry, managing director of Second Century Tech, break down how artificial intelligence is transforming healthcare, and what these shifts mean for investors. They also explore the breakthroughs redefining medical innovation, the efficiency gains transforming care delivery, and the economic constraints AI can’t solve just yet.

    36 min

  3. JAN 28

    AI That Acts: What Agentic Systems Could Mean for the Economy and the Future of Work

    AI is entering a new phase—one where systems move from analyzing data to taking action. In this episode of Capital Considerations, Tony Roth and Swami Chandrasekaran, global head of AI and Data Labs at KPMG, break down how agentic AI can plan, reason, and execute tasks, unlocking new levels of productivity across finance, investing, and risk management. They explore where we are in the AI adoption curve, what’s holding back broad productivity gains, and which sectors and roles may be most transformed as agentic systems scale. They also discuss how data, compute, and trust will shape real-world adoption.

    1h 3m

  4. JAN 1

    Collectibles as an Asset Class: Insights for Investors

    What’s fueling the collectibles boom—and where should investors tread carefully? CIO Tony Roth speaks and his guest Victoria Gray, founder of Insight Art & Collectibles Advisory, unpack the $2B auction week, surging demand for blue-chip art, watches, luxury goods, and even supercars. They dive into generational shifts, online auctions, the diamond market collapse, and why family offices now view collectibles as a serious asset class. Plus, hear practical tips for building—or responsibly unwinding—a collection.

    40 min

  5. 12/31/2025

    Unlocking Value in REITs: What Investors Need to Know

    Listed REITs are trading at deep discounts—creating a rare entry point for investors. Is now the time to seize the opportunity or should you wait for more certainty? In this episode, CIO Tony Roth talks with Rick Romano, Global Head and CIO of PGIM Real Estate Securities, about the state of commercial real estate—from AI-driven data centers to shifting urban office trends—and why REITs could outperform equities in the coming year.

    39 min

  6. 11/19/2025

    Digital Deception and Cyber Threats: Are You Prepared for What's Next?

    What happens when cybercrime meets cutting-edge tech like AI and quantum computing? In this episode of Capital Considerations, host Tony Roth sits down with former FBI counterintelligence operative Eric O’Neill to explore the future of cybersecurity. From deepfakes and ransomware to digital defense strategies and investment opportunities, discover how individuals and institutions can stay ahead in a rapidly evolving threat landscape.

    37 min

  7. 09/16/2025

    Tariffs, Tensions, and Trade: Investing in a Shifting World

    How is the shifting global trade and security landscape reshaping investment strategy and geopolitical risk? In this episode of Capital Considerations, CIO Tony Roth speaks with Teddy Bunzel, managing director and head of geopolitical advisory at Lazard, about a Supreme Court case that could redefine U.S. tariff authority, the ripple effects of current trade policies, and the challenges of reshoring manufacturing in a tight labor market. The episode also explores U.S.–China tensions, risks around Taiwan, and what these developments mean for investors navigating a rapidly changing world.

    37 min

  8. 08/21/2025

    Crypto's Next Chapter: Regulation, Innovation, Global Impact

    Crypto has been gaining momentum. Regulation is evolving. What could this mean for your portfolio? In this episode of Capital Considerations, Tony Roth welcomes Matt Hougan, CIO of Bitwise Asset Management, for a discussion on the future of crypto investing. They explore the potential impact of Bitcoin and Ethereum ETFs, the bipartisan Genius Act’s implications for U.S. crypto regulation, and how stablecoins could disrupt traditional banking. Whether you're new to crypto or a seasoned investor, this episode offers insights on regulatory trends, and crypto’s growing influence in the global economy.

    35 min
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Ratings & Reviews

4.6
out of 5
21 Ratings

About

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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