Sellwood Insights Regular, timely updates about our firm, markets, and our investment research.
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March 24, 2023
Note: These assumptions are now outdated.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’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 … 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
Download (PDF, 869KB) 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 … 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 →