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...
Wages Growth is Remaining Strong
Where Do We Go From Here?
A new year typically brings reflection on the one passed and resolution for the one ahead. The investment world celebrated a solid calendar year for stocks and just as quickly, we hit the reset button for 2022 and started again. In 2021, we saw the economy recover...
Sendero Chart of the Month
A Sendero tradition that our founder Fred Middleton started early in his career is our, “Reasons why people did not invest in the stock market.” This annual list goes back to 1934 and highlights an event or a reason why you should not invest in the S&P 500....
A Year in Review
Sendero Chart of the Month
While earnings get all the headlines, at Sendero we are paying attention to corporate profit margins. Profit margin gauges the degree to which a company or a business activity makes money, essentially by dividing income by revenues. Expressed as a percentage,...
Year End Blueprint
Old Economy vs. New Economy
We hope everyone had a wonderful Thanksgiving. As we are getting ready for the holiday season, there have been many headlines about how much the cost of the Thanksgiving and Christmas meals have increased since 2020. According to the American Farm Bureau Federation,...
Sendero Chart of the Month
As we prepare client portfolios for more volatility and higher interest rates, the question will be is the Fed ready and willing to make that transition? We believe the unwinding of the emergency monetary policies of 2020 will...
The Great Unwind
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