Monday, Aug 15

Weekly Talking Points for Financial Advisors (8/15/2022)

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:

Inflation came in softer than expected, with monthly prices staying flat in July though still rose 8.5% over the last year, down from a 9.1% annual increase in June. Falling energy prices fueled much of the yearly slowdown, though it was helped by a leveling out of food, services, and non-energy commodities prices.

The recent declines in core inflation, which excludes food and energy, halted, with annual prices increasing at 5.9%, the same as the June report. However, on the monthly basis, core inflation did slow down, rising 0.3% in July, versus 0.7% in June.

In August, consumer sentiment continued to climb from its historic lows a few months ago, rising to 55.1 in the University of Michigan’s preliminary survey, up from 51.5 in July and 50.0 in June. The gain happened despite longer-term inflation expectations creeping up, which have been significantly weighing on sentiment recently.

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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.