Monday, Mar 28

Weekly Talking Points for Financial Advisors (3/28/2022)

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 labor market continues to show its strength with initial jobless claims dropping below 200K again, coming in at 187K, the lowest since 1969. Economists are expecting March’s nonfarm payrolls report, which will be released on April 1, to show a gain of 485K jobs.

February’s pending home sales unexpectedly fell for the fourth month as the market faces limited inventory as well as rising borrowing costs as mortgage rates climb. The 4.1% decline missed expectations by a huge margin, with economists having expected a 1% increase in the latest survey by Bloomberg.

March’s consumer sentiment reading was revised downward, putting it at a fresh decade low. Almost a third of people expect their financial situation to worsen over the next year, the highest levels since the survey started in the mid-1940s.

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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.