Sellwood Insights Regular, timely updates about our firm, markets, and our investment research.
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March 26, 2024
Download our 2024 Capital Market Assumptions Report. Sellwood’s 2024 Capital Market Assumptions represent our best current thinking about future returns. They are the essential building blocks of the asset allocation work we perform for clients. Our 2024 return and risk assumptions are presented below: We update our capital market assumptions annually. This year, we reduced … Continue reading 2024 Capital Market Assumptions →
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March 20, 2024
In the 1960 film, “The Magnificent Seven,” an undersized group of seven gunfighters gallantly fought to liberate a small village from a gang of marauding bandits. As the movie’s advertising poster proclaimed, “they fought like seven hundred.” Today, a different Magnificent Seven are setting investment box office records, although this time the seven are world-changing technology … Continue reading The Magnificent Seven and Equity Market Concentration →
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January 3, 2024
Fourth Quarter 2023: What Landing? Pessimistic forecasts and a dour economic outlook set the stage for an unexpected stock bull market boom in 2023. Just over a year ago, Chairman Jerome Powell cautioned that “it is likely that restoring price stability will require holding policy at a restrictive level for some time. History cautions strongly … Continue reading Fourth Quarter 2023 Market Snapshot →
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December 20, 2023
In the spirit of the Holiday Season, Sellwood has made a financial contribution to the Oregon Humane Society, where five of Sellwood’s staff members have adopted members of their families. The Oregon Humane Society recently celebrated a record 10,000th pet adoption in this calendar year. OHS offers a wide variety of services from pet adoption, … Continue reading Happy Holidays →
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October 16, 2023
Download (PDF, 358KB) Third Quarter 2023: Markets on Summer Sabbatical Surging yields on longer-term government bonds interrupted the steady market rally that had so far characterized 2023. The Russell 1000, which had been up nearly 20% for the year just two months prior in July, saw its momentum slow, settling for a 13% increase. The … Continue reading Third Quarter 2023 Market Snapshot →