Sellwood Insights

Updates about our firm, markets, and our investment research.

2023 Capital Market Assumptions

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.
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2023 Investment Themes: Changing Narratives

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.
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2022 Economic & Market Review

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:
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Fourth Quarter 2022 Market Snapshot

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
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Happy Holidays

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.
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