Monday, Jan 24

Talking Points of the Week for Financial Advisors (1/24/2022)

As an OCIO, Helios distributes a 19-page Weekly Report to member firms every Friday, which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing discussion points for Financial Advisors to use with their clients which we provide in the Weekly Report.

The shortened week was relatively slow on the economic data front, but that did not make for quiet markets. Equity markets took a hit as investors attempt to grapple with the impact of rising rates, expectations moving towards a faster rise than previously thought and the impact that will have on valuations. Over the week the NASDAQ Composite fell 7.55% and S&P 500 fell 5.68% (price return) as losses were more concentrated among high-valuation tech names.

Initial jobless claims ticked up the last couple weeks to 286K, this is up from expectations of 225K and the week prior’s revised 231K.

While yields on 10-year government bonds had increased nearly 0.10 p.p. from Friday, Jan. 14 to Tuesday, Jan. 18, over the course of the entire week yields actually fell 0.03 p.p. from the Friday prior, despite the fears and turmoil over in the equity markets.

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Team Helios

Team Helios

Helios partners with Financial Advisors to help them grow their business, save time, and add scale to their services through enhanced asset management capabilities. Helios was founded in 2016 in Granite Bay, California.