Monday, Oct 24

Weekly Talking Points for Financial Advisors (10/24/2022)

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.

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

Industrial production expanded by 0.4% in September, reversing the 0.07% decline in August and then some. Growing industrial production and manufacturing should help, at least at the margins, slow down upward pricing pressures on goods and, hopefully, continue the recent trend of goods inflation to remain subdued.

Existing home sales declined 1.5% in September, making it the longest stretch of declines since 2007.

The Conference Board’s US Leading Index fell by 0.4% in September, following August’s flat reading. Positive contributors included jobless claims and building permits, while detractors continued to include consumer expectations and new orders.

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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.