Monday, Mar 21

Weekly Talking Points for Financial Advisors (3/21/2022)

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:

The Fed officially began a new rate hiking cycle following their policy meeting last week. This was widely expected, and the Fed added language including “broader price pressures” to their statement. The new dot plot shows seven hikes this year as the Fed signals it is going to prioritize stabilizing prices over any growth concerns.

Following the release on Wednesday afternoon, the S&P 500 rallied nearly 5% from the intraday low on Wednesday through the close on Friday with the US government 10-year yield increasing 5 basis points prior to Wednesday, but then retreating 4 basis points from Wednesday to Friday.

February’s retail sales came in slightly below expectations, growing 0.3% during the month versus the 0.4% growth that economists had expected. This is a notable slowdown from the 3.8% rebound in January, which came off a weak December.

Industrial production was in-line with expectations, growing 0.5% in February, slower than January, and doesn’t include the additional supply chain headaches from the invasion of Ukraine and the shutdown of Shenzhen.

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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.