Monday, Apr 18

Weekly Talking Points for Financial Advisors (4/18/2022)

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:

Consumer sentiment unexpectedly jumped in April to a three-month high, according to the University of Michigan’s Consumer Sentiment Index. Attitudes toward the future jumped by the most since 2006, supported by higher wages and expecting longer-term price increases to fall from their elevated levels.

Retail sales in March rose 0.5%, roughly in line with expectations, though surging gas prices masked falling sales in vehicles and in e-commerce, which are two of the largest spending categories in the report. Despite average US gas prices slowly coming down from their recent peak in mid-March, surging energy prices and increasing prices elsewhere in the economy may be taking a bite out of consumers’ appetite to continue spending on goods and services.

Elon Musk launched a takeover bid for Twitter, shortly after declining to take a seat on their board and after announcing he had taken a more than 9% stake in the company.

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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.