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Meghan Shue
Wilmington Trust
First call on the ledger
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Equities will outperform over the next 12 months; ~73-74% equity allocation vs 70% benchmark
S&P 500 since this was said: ▲ +1.2% · 7,499 → 7,592 · as of 2026-09-10
“We do have a more dovish outlook on the Fed, where we think the Fed is going to be cutting rates this year, not because of weakness in the economy, but more because of disinflationary trends”
“we think it's an appropriate time to move to a modest overweight to equity risk.”
S&P 500 since this was said: ▲ +1.2% · 7,499 → 7,592 · as of 2026-09-10
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