Monday, Jun 27

Weekly Talking Points for Financial Advisors (6/27/2022)

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:

Both the Bloomberg US Aggregate and the S&P 500 broke three-week losing streaks, with the Bloomberg US Aggregate gaining 0.61% and the S&P 500 gaining 6.46% for the week.

The University of Michigan's Consumer Sentiment Index's final June figures were slightly lower than the preliminary figure (50.0 vs. 50.2) though still at a record low. However, underlying the report showed the five to 10 year inflation expectations are actually slightly lower (3.1%) than the preliminary reading (3.3%).

New single-family home sales increased 10.7% in May, the first monthly gain of the year, despite concerns over rapidly rising mortgage rates pushing up the monthly cost for buyers and dwindling the number of potential buyers at each price point.

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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.