Sellwood Insights

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

Fourth Quarter 2024 Market Snapshot

Download (PDF, 481KB) Fourth Quarter 2024: Saddle Up: The Magnificent Seven Ride Again, Leaving Others in the Dust Amid worrisome global turmoil, more modest rate cuts than anticipated, and a US election reversal, mega-cap tech giants powered the S&P 500 to 57 record closes in 2024, along the way to

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Third Quarter 2024 Market Snapshot

The third quarter’s mixed economic news and the Fed’s first rate cut in four years brought, paradoxically, both the return of market volatility and new stock market highs.
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Second Quarter 2024 Market Snapshot

Second Quarter 2024: Artificial Intelligence or Artificial Highs? The second quarter of 2024 capped a strong first half of the year, with the artificial intelligence ("AI") frenzy propelling stocks to gains despite a backdrop of tempered expectations for Federal Reserve interest-rate cuts. The S&P 500 climbed over 4% in the
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First Quarter 2024 Market Snapshot

The first quarter of 2024 saw new highs in global stock markets, despite the backdrop of higher-for-longer interest rates. Initially fueled by expectations of aggressive rate cuts this year, investors saw robust gains in the US stock market, as economic data continued to surprise on the upside. The S&P 500
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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.
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