April 2018 Market Snapshot
May 1, 2018Sellwood’s April 2018 Market Snapshot is available for download.
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First Quarter 2018 Market Snapshot
April 2, 2018First Quarter 2018: Welcome to the Job, Mr. Powell After an unusually quiet 2017, market volatility returned in the first quarter. Strong labor and wage growth, tech stock worries, and trade war fears helped bounce equity markets up and down before ending the quarter slightly below where they started the year. Domestically, investors fretted over … Continue reading First Quarter 2018 Market Snapshot
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Rise and Shine: Why Bond Investors Still Shouldn’t Fear Rising Rates
March 7, 2018Back in 2014, we wrote a piece, Who’s Afraid of the Big Bad Rates?, which argued that long-term investors in fixed income securities should not fear rising rates. At the time, we argued two things — first, that it is not the question of whether rates would rise, but rather the timing and pattern of … Continue reading Rise and Shine: Why Bond Investors Still Shouldn’t Fear Rising Rates
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February 2018 Market Snapshot
March 1, 2018Sellwood’s February 2018 Market Snapshot is available for download.
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2018 Capital Market Assumptions
February 21, 2018Download our 2018 Capital Market Assumptions White Paper. Sellwood Consulting’s 2018 Capital Market Assumptions are available. 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. We update our assumptions annually. Over the course of 2017, investors’ shifting preferences away from bonds … Continue reading 2018 Capital Market Assumptions