2022 was a brutal year for markets, offering few places to hide to novice and professional investors alike. As we transition to 2023, the following questions are top of mind: How does 2022 market performance compare to history? What is the near-term outlook for a recession? How should recent economic data be interpreted? 2022 Investment … Continue reading 2022 Economic & Market Review
Fourth Quarter 2022: What’s Next? A tepid fourth-quarter rally in both stocks and bonds helped cut losses to close out a frustrating year for investors. For the full year, both global stock and investment-grade bond market indices suffered double-digit losses, as stock/bond diversification failed to meaningfully protect portfolios. A traditionally diversified portfolio of 60% stocks … Continue reading Fourth Quarter 2022 Market Snapshot
In the spirit of the Holiday Season, Sellwood has made a financial contribution to the Community Transitional School, a non-profit organization that provides homeless and transient children with a stable educational environment that promotes their academic and personal growth. Our company also recently volunteered at the Children’s Book Bank, preparing children’s books to be delivered … Continue reading Happy Holidays
Third Quarter 2022: Wake Me Up When September Ends Hotter-than-expected inflation downed hopes of a sustained market rally during the third quarter, as equity and fixed income markets sold off in tandem. Global stocks began the quarter with a modest rise, as financial conditions loosened on the promise of an economic soft landing whereby inflation … Continue reading Third Quarter 2022 Market Snapshot
Ten years ago, Sellwood’s four founders opened the firm’s doors in a little office in Portland. At the time, we had no clients, no track record, and no assets to advise. But what we lacked in resources, we made up for in a strong vision for a different type of institutional advisory firm. Sellwood was … Continue reading Celebrating a Decade of Small Batch Portfolios