Sellwood Insights Regular, timely updates about our firm, markets, and our investment research.
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April 13, 2021
For a long time, a lack of good data has prevented diverse investment managers from being hired by institutional clients. That’s about to change, due to the efforts of the Institutional Investing Diversity Cooperative, which Sellwood recently joined. Members of the Cooperative believe that diverse investment teams make better investment decisions, and that including more … Continue reading Sellwood Joins Institutional Investing Diversity Cooperative →
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April 1, 2021
First Quarter 2021: Does the Game Have to Stop? A bland return of 1.4% for a global 60/40 portfolio hid significant churn beneath the surface in the first quarter. Investors turned their attention from work-from-home companies that had soared in 2020 and rotated to shares of companies ready for the re-opening economy. Value-oriented, small-cap, and … Continue reading First Quarter 2021 Market Snapshot →
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March 31, 2021
Download our 2021 Capital Market Assumptions White Paper. Sellwood Consulting’s 2021 Capital Market Assumptions contemplate a prospective lower-return environment, caused by last year’s declining yields and expanded valuations. 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. As a result … Continue reading 2021 Capital Market Assumptions →
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March 2, 2021
Sellwood’s February 2021 Market Snapshot is available for download.
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February 1, 2021
Sellwood’s January 2021 Market Snapshot is available for download.