Wilmington Trust’s Capital Considerations

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. Togethe...

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 intelligen...

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...

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 vi...

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 outpe...

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...

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 reshori...

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...

2025 has already brought sweeping legislative changes, new tariffs, and significant regulatory shifts. While the economy is showing signs of resilience, challenges remain. Individuals are navigating persistent inflation on the goods side, and business owners are contending with rising input costs, cautious consumer behavior, and a volatile regulatory landscape. In today’s episode, we’re sharing a...

Artificial intelligence, which has made remarkable strides in areas like language and imagery, is now beginning to revolutionize the life sciences. Listen as Tony Roth and his guest, Vik Bajaj, co-founder of Foresite Labs, explore the powerful convergence of AI and biotechnology. Unlike consumer applications, applying AI to biology requires generating entirely new datasets—often at great cost and...

On May 6, Head of Wealth Management Lisa Roberts moderated a conversation with Chief Investment Officer Tony Roth, Chief Investment Strategist Meghan Shue, and Chief Economist Luke Tilley where they examined policy, the economy, and markets 100 days into President Trump’s second term.  Topics covered during the conversation included: How key policy changes could shape the outlook for economic grow...

In this episode of Capital Considerations, Tony Roth and Shehzad Qazi, managing director at China Beige Book, offer an unfiltered analysis of China’s economic outlook and its complex relationship with the United States. While China's manufacturing and policy support are keeping growth afloat, deep-rooted challenges—from weak consumer demand to a faltering property sector—continue to cloud the pict...

On April 9, Head of Wealth Management Lisa Roberts moderated a discussion with our investment team on the current volatility and economic outlook. Chief Investment Officer Tony Roth, Chief Investment Strategist Meghan Shue, and Chief Economist Luke Tilley shared valuable insights on the recent market drawdown1Disclosure number, please reference additional details in the Disclosures section at the...

Advancements in AI algorithms are shifting the balance between computing power and efficiency, reducing reliance on high-powered GPUs and accelerating AI democratization. CIO Tony Roth and Anshumali Shrivastava, a computer science professor at Rice University and founder of Third AI Corp explore the revolutionary impact of DeepSeek on the AI ecosystem and delve into AI’s growing role in industries...

Wilmington Trust's Chief investment Officer Tony Roth, Chief Economist Luke Tilley, Head of Head of Investment Strategy Meghan Shue, speak with Denise Monahan, market leader Pennsylvania and Southern New Jersey about the 2025 Capital Markets Forecasts, Investing in a Chutes & Ladders Economy: Gaming Out Portfolios in 2025, the team's economic and investment outlook for the year ahead. During t...

As artificial intelligence technologies grow, the importance of safeguarding your information can become more critical. Listen as Chief Investment Officer Tony Roth and James Kaplan, partner and chief technology officer of McKinsey’s Enterprise Technology practice discuss how you can use AI to secure yourself, and how to stay protected from it.

In this episode of "Capital Considerations," Tony is joined by Chief Economist Luke Tilley and Head of Investment Strategy Megan Shue to reflect on the surprises of the first half of 2024—particularly around inflation and economic growth—and project their cautiously optimistic market and economic expectations through the end of the year. For more information on our midyear market and economic outl...

Why is it important to stay focused on the data in order to make informed investment decisions? Listen as Chief Investment Officer Tony Roth speaks again with Shehzad Qazi from China Beige Book about the challenges the Chinese economy is facing. They examine three obstacles: global supply-chain dynamics; the struggle to boost domestic consumption amid economic shifts and social pressures; and the...

With cryptocurrencies—and Bitcoin (BTC) in particular—back in the news and driving markets, Tony sat down with portfolio manager Jason Lee to discuss hot topics such as, what is BTC “halving” and why is it important; what the differences are between owning spot BTC exchange-traded funds vs. owning BTC directly; and the challenges BTC confronts in being used as an everyday currency.

Chief Investment Officer Tony Roth, Head of Investment Strategy Meghan Shue, and Chief Economist Luke Tilley discuss the twists and turns of the market and economy while keeping their eyes peeled for opportunities in the face of persistent obstacles, such as inflation. Discover why they believe that although equity values may seem fairly priced, there's still room for growth in markets. Gain insig...

We are revisiting a previous episode of Capital Considerations where I explored the intersection of art and finance with Charlie Banta, former board president of the Buffalo AKG Art Museum. During our discussion, we spoke about the intricacies of investing in art, how certain high-value assets can appreciate in value long term, and the possibility of using art to secure a loan. However you view ar...

During a recent event in New York City Chief Investment Officer Tony Roth, Head of Investment Strategy Meghan Shue, and Chief Economist Luke Tilley discussed their 2024 Capital Markets Forecast, the team's economic and investment outlook for the year ahead. During the in-depth discussion, which was moderated by CNBC's Sue Herera, they shared their thoughts on the year ahead, the overall economy, a...

Are you looking to add value to your portfolio through nontraditional means? Chief Investment Officer, Tony Roth, explores the fascinating intersection of art and finance with special guest Charlie Banta. Listen as they explore the intricacies of investing in art and discuss the factors that make certain pieces rise in value over time. The conversation may inspire you to view art not only as visua...

As the world grapples with climate change and the need to reduce greenhouse gas emissions, many ask if EVs are a promising solution? Listen as Chief Investment Officer Tony Roth and Corey Cantor, electric vehicle associate at BloombergNEF, discuss the lifecycle analysis of EVs, from battery production to charging sources. They also delve into investments being made by industry leaders and touch on...

With the recent stressors on the stock market, Chief Investment Officer Tony Roth, Chief Economist Luke Tilley, and Head of Investment Strategy Meghan Shue reflect on the tumultuous months leading up to our discussion and put into context the crucial factors shaping the landscape for the fourth quarter and beyond, counting down to Election Day 2024. They share perspectives on market positioning, d...