Third Quarter 2021: Dollar Tree Breaks the Buck After a strong start to the first half of the year, investors turned cautious during the summer as supply constraints, inflation, and the Delta variant impacted global markets. Global equities ended the quarter in roughly the same place they began, but the surface-level stillness hid the churn … Continue reading Third Quarter 2021 Market Snapshot
Second Quarter 2021: Inflation, So Hot Right Now The word of the quarter was “transitory” as investors tried to decipher the root cause behind the highest inflation readings in decades. Despite some dire predictions about the return of stagflation and a 5.0% annualized inflation increase in May, the verdict of the market suggested that inflation … Continue reading Second Quarter 2021 Market Snapshot
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
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
Note: These assumptions are now outdated. Our current capital market assumptions and our white paper documenting their construction can always be found on our Capital Market Assumptions page. 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 … Continue reading 2021 Capital Market Assumptions