War Tensions and Raising Rates?

The Russian invasion of Ukraine sent shockwaves around the world resulting in swift condemnations and heavy sanctions. There was little effect here, beyond the political proclamations from Washington, D.C. The stock market managed an amazing comeback last week. The...

Sendero Chart of the Month

While oil prices have risen due to the invasion of Ukraine, corporate fundamentals in most sectors should see limited impact. What does this mean for the markets? This chart reveals the effects of S&P 500 returns (%) and geopolitical events over the last 5...

Market Message from Sendero

For the last few months, we have discussed with you that despite the current economic and corporate profit tailwinds, stock and bond valuations did not leave a lot of room for meaningful gains in 2022. Our outlook for this year called for an increase in volatility. We...

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