Wednesday, Oct 26

The Most Important Thing Today (10/26/22)

Proactive communication about what’s going on in the market and the economy is key to building stronger client relationships. Each week, the Helios team breaks down the most important information your clients need into easy-to-understand talking points for you to share.

Let's talk about returns!

Nowhere to Hide?

Diversified portfolios, represented by the S&P 500 Total Return Index and the Bloomberg US Aggregate Total Return Index, collectively have had very negative returns year-to-date. Aggressive to conservative portfolios are down between 17% and 20%.

If the year were to end today, this would be the second time in the past 30 years that all five risk levels finished negative (2018).

It is not uncommon to have significantly negative years for equities, but it is uncommon to have both significantly negative years for equities and bonds concurrently. In 2008, the pullback in equities was somewhat ballasted by bonds.

Source: Helios Quantitative Research, Bloomberg

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.