Sellwood Insights Regular, timely updates about our firm, markets, and our investment research.
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January 3, 2023
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 →
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January 3, 2023
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 →
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December 19, 2022
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 →
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October 3, 2022
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 →
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