First Quarter 2018: Welcome to the Job, Mr. Powell After an unusually quiet 2017, market volatility returned in the first quarter. Strong labor and wage growth, tech stock worries, and trade war fears helped bounce equity markets up and down before ending the quarter slightly below where they started the year. Domestically, investors fretted over … Continue reading First Quarter 2018 Market Snapshot
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
Sellwood’s February 2018 Market Snapshot is available for download.
Download our 2018 Capital Market Assumptions White Paper. 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 of clients. We update our assumptions annually. Over the course of 2017, investors’ shifting preferences away from bonds … Continue reading 2018 Capital Market Assumptions
Loathe as we are to give any thought to short-term returns, the recent market correction has been interesting. The S&P 500 index peaked on January 26, before dropping approximately 2% over the next few trading sessions, and then dropping more precipitously during the week of February 5. On February 8, the market had declined by … Continue reading Postmortem of a Correction