Sellwood Insights Regular, timely updates about our firm, markets, and our investment research.
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April 4, 2023
First Quarter 2023: Resilient Economy, Weak Banks, Swift Intervention Softening inflation, a budding banking crisis, and a strong overall economic picture caused investors to re-evaluate their expectations for future interest rates in the first quarter. As a result, many of 2022’s trends – of lower asset prices in general, investor preferences for value stocks over … Continue reading First Quarter 2023 Market Snapshot →
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March 24, 2023
Download our 2023 Capital Market Assumptions Report. Sellwood’s 2023 Capital Market Assumptions represent our best current thinking about future returns. They are the essential building blocks of the asset allocation work we perform for clients. Each year, though make incremental enhancements to our methods for gauging the future value of assets, we maintain our focus … Continue reading 2023 Capital Market Assumptions →
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February 7, 2023
The dozen years following the 2008-09 Global Financial Crisis can be separated into two distinct market narratives, both of which are currently being unwritten. The first narrative period spanned the decade following the 2008 financial crisis and was characterized by low interest rates, low growth, lackluster aggregate demand, a global economy flirting with deflation, and … Continue reading 2023 Investment Themes: Changing Narratives →
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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 →