2024 Capital Market Assumptions

Sellwood’s 2024 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.
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.
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.
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:
2021 Capital Market Assumptions

These assumptions are now outdated.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.
Capital Market Assumptions: Mid-Year Update

Every year, we update our forward-looking Capital Market Assumptions – the building blocks of our asset allocation work on behalf of Sellwood clients – as of December 31. Because equity and bond markets have changed so considerably in the first quarter of this year, we have taken the extraordinary step of updating those assumptions outside our normal calendar. With this update, our asset allocation work for clients will reflect market data as of March 31, 2020.
2020 Capital Market Assumptions

These assumptions are now outdated.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.
2019 Capital Market Assumptions

These assumptions are now outdated.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.
2018 Capital Market Assumptions

Sellwood Consulting’s 2018 Capital Market Assumptions are available. These 10-year, forward-looking assumptions of asset class return, risk, and correlation are the key input variables for our asset allocation work on behalf of clients.
Postmortem of a Correction

Loathe as we are to give any thought to short-term returns, the recent market correction has been interesting.