Uncharted Waters: How will political riptides threaten portfolio returns?


Welcome to our 2017 Capital Markets Forecast
Last year’s forecast revealed our expectations for 2016 and the decade ahead. While our long-term projections remain in place, we proudly present our outlook for 2017. A new presidential administration has begun, with reforms that are likely to have a major influence on taxation and trade, as well as economic growth, and more. Our commentary shares economic and market insights and frames the expected changes in the context of our analysis and your long-term investment strategy.
Doris Meister and Tony Roth discuss the forecast

Our presenters
Doris Meister
Executive Vice President, Wealth and Institutional Services Division
Doris P. Meister Doris oversees M&T Bank's wealth management business, including Wilmington Trust Wealth Advisory Services, M&T Securities, and Wilmington Trust Investment Advisors. She also serves as a member of M&T's Management Committee.

Doris has over four decades of financial and executive management experience. Prior to joining Wilmington Trust in 2016, she served as President of US Markets for BNY Mellon Wealth Management, was Managing Director of the New York office of Bernstein Global Wealth Management, and founded and headed the Private Banking and Investment Group at Merrill Lynch.

Doris holds a master's degree in Finance and Marketing from The University of Chicago Booth Graduate School of Business and a bachelor's degree in Economics from Smith College.


Tony Roth
Chief Investment Officer
Tony Roth Anthony "Tony" Roth is Chief Investment Officer for Wilmington Trust, the wealth and investment advisory arm of M&T Bank. Tony plays a key role in developing and delivering investment services for our wealth, institutional, and brokerage clients. He provides strategic direction for the firm's asset management investment activities including asset allocation, manager research, and portfolio construction. Tony leads the firm's Investment Committee.

Tony joined Wilmington Trust in 2014 with extensive experience in wealth management and investment advisory. Prior to joining Wilmington Trust, Tony was Chief Investment Officer (CIO) for Aquitaine Management in New York. Before that, he worked for UBS Wealth Management Americas as CIO, where he founded the Ultra High-Net-Worth Chief Investment Office. Earlier in his career, he was founder and co-head of the Advisory Services Division at Bear, Stearns & Co. Inc., served as director of the Family Wealth Group at Sanford C. Bernstein & Co., and was a tax attorney at Cleary Gottlieb in New York.

Tony earned his law degree from Harvard Law School. He holds a Master's degree in French and international tax law from Université Panthéon Sorbonne, and graduated magna cum laude from Brown University with a degree in philosophy.

FEATURED PUBLICATIONS
Doris P. Meister
Capital Markets
Forecast 2017


Doris P. Meister
Capital Markets
Forecast 2016-2026


RELATED INSIGHTS

Quarterly Call
In the recent Capital Perspectives quarterly call, our investment experts and chief economists from Berenberg Bank discussed important economic and market issues. If you missed the call...
  Listen to the replay


Wilmington Wire
Real-time blog postings on investment news of the day.
  Read more


Capital Perspectives
Monthly investment analysis and insights from Wilmington Trust Investment Advisors.
  Read More
Welcome to our 2017 Capital Markets Forecast
Last year’s forecast revealed our expectations for 2016 and the decade ahead. While our long-term projections remain in place, we proudly present our outlook for 2017. A new presidential administration has begun, with reforms that are likely to have a major influence on taxation and trade, as well as economic growth, and more. Our commentary shares economic and market insights and frames the expected changes in the context of our analysis and your long-term investment strategy.
Doris Meister and Tony Roth discuss the forecast

Our presenters
Doris Meister
Executive Vice President, Wealth and Institutional Services Division
Doris P. Meister Doris oversees M&T Bank's wealth management business, including Wilmington Trust Wealth Advisory Services, M&T Securities, and Wilmington Trust Investment Advisors. She also serves as a member of M&T's Management Committee.

Doris has over four decades of financial and executive management experience. Prior to joining Wilmington Trust in 2016, she served as President of US Markets for BNY Mellon Wealth Management, was Managing Director of the New York office of Bernstein Global Wealth Management, and founded and headed the Private Banking and Investment Group at Merrill Lynch.

Doris holds a master's degree in Finance and Marketing from The University of Chicago Booth Graduate School of Business and a bachelor's degree in Economics from Smith College.



Tony Roth
Chief Investment Officer
Tony Roth Anthony "Tony" Roth is Chief Investment Officer for Wilmington Trust, the wealth and investment advisory arm of M&T Bank. Tony plays a key role in developing and delivering investment services for our wealth, institutional, and brokerage clients. He provides strategic direction for the firm's asset management investment activities including asset allocation, manager research, and portfolio construction. Tony leads the firm's Investment Committee.

Tony joined Wilmington Trust in 2014 with extensive experience in wealth management and investment advisory. Prior to joining Wilmington Trust, Tony was Chief Investment Officer (CIO) for Aquitaine Management in New York. Before that, he worked for UBS Wealth Management Americas as CIO, where he founded the Ultra High-Net-Worth Chief Investment Office. Earlier in his career, he was founder and co-head of the Advisory Services Division at Bear, Stearns & Co. Inc., served as director of the Family Wealth Group at Sanford C. Bernstein & Co., and was a tax attorney at Cleary Gottlieb in New York.

Tony earned his law degree from Harvard Law School. He holds a Master's degree in French and international tax law from Université Panthéon Sorbonne, and graduated magna cum laude from Brown University with a degree in philosophy.


FEATURED PUBLICATIONS
Doris P. Meister
Capital Markets
Forecast 2017


Doris P. Meister
Capital Markets
Forecast 2016-2026


RELATED INSIGHTS

Quarterly Call
In the recent Capital Perspectives quarterly call, our investment experts and chief economists from Berenberg Bank discussed important economic and market issues. If you missed the call...
  Listen to the replay


Wilmington Wire
Real-time blog postings on investment news of the day.
  Read more


Capital Perspectives
Monthly investment analysis and insights from Wilmington Trust Investment Advisors.
  Read More

Our Capital Markets Forecast Roadshow
We are excited to bring you the roadshow and share aspects of the current forecast. Please contact your advisor or email us to learn more.
 
APRIL
 

 
NEW YORK
Binghamton - April 4

 
 
Syracuse - April 4

 
 
Albany - April 19

 
 
Hudson Valley/Fishkill - April 20

 
OREGON
Portland - April 19

 
WASHINGTON, D.C.
Washington - April 27

 
MAY
 

 
PENNSYLVANIA
York/Lancaster - May 9

 
APRIL
 

 
NY
Binghamton - April 4

 
 
Syracuse - April 4

 
 
Albany - April 19

 
 
Hudson Valley/Fishkill - April 20

 
OR
Portland - April 19

 
DC
Washington - April 27

 
MAY
 

 
PA
York/Lancaster - May 9



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