Category Archives: Research

Research

Ten Years, Ten Observations, and Ten Predictions

This past March marked the 10-year anniversary of the market bottom that concluded the 2008/2009 Global Financial Crisis. The decade ending March 31, 2019 was a very interesting one for market observers and practitioners. We offer ten market observations from that decade, and, informed by history, ten predictions about what the next ten years may … Continue reading Ten Years, Ten Observations, and Ten Predictions


2019 Capital Market Assumptions

 Download our 2019 Capital Market Assumptions White Paper. Sellwood Consulting’s 2019 Capital Market Assumptions are available. These 10-year, forward-looking assumptions of asset class return, risk, and correlation are the key input variables for our asset allocation work on behalf of clients. Our Assumptions Change as Markets Do We update our assumptions annually. Over the course of 2018, … Continue reading 2019 Capital Market Assumptions


Rise and Shine: Why Bond Investors Still Shouldn’t Fear Rising Rates

Back in 2014, we wrote a piece, Who’s Afraid of the Big Bad Rates?, which argued that long-term investors in fixed income securities should not fear rising rates. At the time, we argued two things — first, that it is not the question of whether rates would rise, but rather the timing and pattern of … Continue reading Rise and Shine: Why Bond Investors Still Shouldn’t Fear Rising Rates


2018 Capital Market Assumptions

Note: These assumptions are now outdated. Our current capital market assumptions and our white paper documenting their construction can always be found on our Capital Market Assumptions page. Sellwood Consulting’s 2018 Capital Market Assumptions are available. These 10-year, forward-looking assumptions of asset class return, risk, and correlation are the key input variables for our asset allocation work on behalf … Continue reading 2018 Capital Market Assumptions


The Right and Wrong Way to Design a Portfolio

Our research department believes that the President’s agenda will stall in Congress, the Fed is on pace for two more rate hikes this year, and that we are seeing really promising economic growth out of Asia. As a result, we recommend that you shift a bit of money out of core bonds and into international equities for the next six months.