Just three months old, the Russia–Ukraine war has resulted in the deaths of thousands and the displacement of millions—in addition to worsening COVID-incepted supply-chain challenges and threatening global reserves of oil, gas, and wheat. Chief Investment Officer Tony Roth welcomed to the podcast Dr. Benjamin Jensen, a Senior Fellow for future war, gaming, and strategy in the International Security Program at the Center for Strategic and International Studies to deliberate about the expected trajectory of the war, as well as what it means for the outlook on U.S. inflation.

The War in Ukraine—The Impact on U.S. Inflation

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.

Business Owners—A Close-up on PPP

In this episode, Chief Investment Officer Tony Roth welcomes Abby Joseph Cohen, advisory director and senior investment strategist at Goldman Sachs. Known as the “prophet of Wall Street,” Abby has been named one of Barron’s 100 Most Influential Women in U.S. Finance for 2020. Abby discusses with Tony the critical and evolving issues around health policy, consumer behavior, markets, and global relations in this unprecedented pandemic era.

Back to the Future— A Conversation with Abby Joseph Cohen, the Prophet of Wall Street

What will the classroom look like when students return to school? COVID-19 has altered and accelerated changes in the way we educate, including continued remote learning to varying degrees. It also shines a light on a “palpable digital divide” across the student population as far as equitable access to technology. Tony speaks with Professor Paul Reville of the Harvard Graduate School of Education and founder of its Education Redesign Lab, about what the future likely holds for our children and a system in the throes of being overhauled.

The Next Normal— What is the Future of America’s Classroom?

Sustainable investing using ESG criteria seeks to align one’s values with the goal of reaping competitive returns. Dr. Linda-Eling Lee, global head of ESG Research at MSCI and Steve Norcini, portfolio manager, Wilmington Trust ESG Equity Strategy join Tony to discuss this increasingly popular approach and how socially conscious investors can do well by both their principles and their portfolios.

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Please listen to important disclosures at the end of the podcast.

A strategy’s focus on ESG factors will cause it to sell or avoid certain stocks. Such stocks may subsequently perform better than stocks selected considering ESG factors.

Indexes are not available for direct investment. Investment in a strategy, such as the ESG Equity Strategy will incur expenses such as management fees and transaction costs which would reduce returns. There is no assurance that any investment strategy will be successful. Asset allocation or diversification cannot ensure a profit or guarantee against a loss.

Investment products are not insured by the FDIC or any other governmental agency, are not deposits of or other obligations of or guaranteed by Wilmington Trust, M&T, or any other bank or entity, and are subject to risks, including a possible loss of the principal amount invested.

Third-party trademarks and brands are the property of their respective owners. The opinions of third-party guest speakers are their own and do not necessarily represent those of Wilmington Trust or M&T Bank.

Episode 13: Doing Well & Doing Good—ESG Investing

Small business revenues and the number of small businesses open are both down roughly 19% since January. And safety concerns in light of COVID-19 have escalated the crumbling of brick and mortar stores, moving more shoppers to the virus-free realms of online shopping. What does this all mean for shifts in consumer behavior and the future of small businesses in America? Chief Investment Officer Tony Roth and President of the National Federation of Independent Business Brad Close answer these questions and more

Out of (Small) Business?

It would be hard to overstate how large the Federal Reserve looms in investors’ minds or its influence on financial markets. While the central bank has received praise for its quick and decisive action during the current crisis, focusing on liquidity and keeping capital flowing, questions must be raised about its recent messaging in light of the recently announced most significant changes to its long-term strategy in nearly a decade. Tony welcomes Charles Plosser, president and CEO of the Federal Reserve Bank of Philadelphia from 2006 to 2015, for this important discussion.

The Fed, Part I—Not Enough in Reserve?

The pandemic has forever changed the face of business and industry in America. Listen to our special podcast series to hear how three hard-hit areas are evolving as a result. How has COVID-induced working from home changed commercial real estate? Tony talks with Kelly Rush, CIO of Principal Real Estate Securities, on the future of real estate. Learn more about our 2021 Capital Markets Forecast at www.wilmingtontrust.com.

Who Will Be Left Standing: The Outlook for Real Estate

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.

The War in Ukraine—The Impact on U.S. Inflation

Wilmington Trust's Capital Considerations

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