Is your portfolio ready for 2023? Check out our Tactical Asset Allocation which highlights the strategy we use to generate out clients’ portfolios.
Market Updates
June 16th 2022 Investment Market Video
Fighting inflation with interest rates
On May 5, a day after celebrating the Federal Reserve’s signal that it would not be making any jumbo-sized interest rate moves, the Dow fell by a headline-grabbing 1,063 points. This translates into a drop of 3.1%. Other equity markets did not fare as well. The...
Q2 2022 | Sendero Market Update
Tactical Asset Allocation – March 2022
This report reflects the current opinions of the Sendero Investment Committee on various asset classes used or considered for client portfolios versus their strategic allocation. The comments reflect opinions as of the specific date listed and can change quickly based...
Sendero Chart of the Month
Now that the Fed has raised rates, investors are looking at the (Treasury) curve for an indication of what’s next for the economy. Historically, the spread between 2-Year and 10-Year Treasuries, known as the “2-10 spread”, has commonly been used to forecast potential...
Asset Allocation: Balancing Risk and Reward
You have heard the cliché, “There’s no such thing as a free lunch.” But you may be less familiar with Nobel Prize laureate Harry Markowitz’s quote, “Diversification is the only free lunch” in investing. Markowitz is best known for his pioneering work in modern...
Short Term & Long Term Implications
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...
Inflation: From Theme to Reality
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