Tuesday, Jan 17

Weekly Talking Points for Financial Advisors (1/17/2023)

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.

Read the highlights of this week's commentary from Helios:

In December, monthly inflation declined by 0.1%, and the pace of year-over-year price increases fell to 6.5% from 7.1% in November. Core inflation rose 0.3% on a monthly basis, a bit faster than November’s 0.2% rise. Energy prices fell 4.5%, despite a rise in natural gas prices during the cold weather around Christmas, and prices on used and new cars also fell.

Consumer sentiment improved substantially in the preliminary January report, rising to 64.6, from 59.7, and it is the highest the index has been since April 2022. The report showed respondents have an improved view of the state of their personal finances as well as the long-run economic outlook. The improving inflation picture also appears to be helping with shorter-term inflation expectations, coming down to their lowest levels since April 2021.

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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.