Tactical Asset Allocation – July 2019

Sendero Wealth Management Wealth

Every quarter we publish the current opinions of the Sendero Investment Committee on various asset classes used or considered for client portfolios versus their strategic allocation. This report reflects the current opinions of the Sendero Investment Committee on various asset classes used or considered for client portfolios versus their strategic allocation. The comments reflect opinions as of the specific date listed above and can change quickly based on market conditions. Tactical Asset Allocation – July 2019

The Most Important Week of the Year

Sendero Wealth Management Wealth

Written By: Amaury de Barros Conti
The past week was labeled the most important week of the year. It did not disappoint. The first Fed rate cut in a decade, a busy corporate earnings calendar, strong employment and consumer confidence data, trade talks off and additional tariffs on – welcome to a noisy and challenging investment climate! Read more…

Charities Need Our Time

Sendero Wealth Management Wealth

Written By: Tyler Davies
Do philanthropists consider their time as valuable as their money? Charities clearly require monetary donations to operate, but they also desperately need volunteers to leverage their efforts. I would argue that serving on boards & committees, helping fund raise, volunteering at special events, and simply helping with day to day activities are equally as important as the donations most of us can give. Read more…

Is the Fed making a mistake (again)?

Sendero Wealth Management Wealth

Six months into 2019 the S&P 500 has returned 17%, the best first half performance in more than two decades. International markets and commodities also performed well.

The biggest change from 2018 so far is the Fed’s dovish shift. At their last meeting in June, the Fed signaled a readiness to ease policy on interest rates and the market is pricing rate cuts later this month and September. Low inflation readings and continued trade uncertainty are accommodating factors for the global central banks to provide support to the financial markets. Read more…

Investment Check-In and Summer Check-out

Sendero Wealth Management Wealth

Since recovering earlier this year, oil prices have vacillated between $50 and $65. Concerns over supply from Iran and Venezuela have turned to concerns over demand from threats of further trade disruptions and slower global economic growth.

However, earlier this month, Iran shot down a U.S. drone and crudes price jumped as tensions have increased and reinjected a “Middle East” risk premium. We have maintained that as an investor in energy and oil-related equities, you have to be a geologist, an economist and a geopolitical expert. Read more…

Tactical Asset Allocation – March 2019

Sendero Wealth Management Wealth

Every quarter we publish the current opinions of the Sendero Investment Committee on various asset classes used or considered for client portfolios versus their strategic allocation. This report reflects the current opinions of the Sendero Investment Committee on various asset classes used or considered for client portfolios versus their strategic allocation. The comments reflect opinions as of the specific date listed above and can change quickly based on market conditions. Tactical Asset Allocation – March 2019

Tactical Asset Allocation – December 2018

Sendero Wealth Management Wealth

Every quarter we publish the current opinions of the Sendero Investment Committee on various asset classes used or considered for client portfolios versus their strategic allocation. This report reflects the current opinions of the Sendero Investment Committee on various asset classes used or considered for client portfolios versus their strategic allocation. The comments reflect opinions as of the specific date listed above and can change quickly based on market conditions. Tactical Asset Allocation – December 2018

Tactical Asset Allocation – September 2018

Sendero Wealth Management Wealth

Every quarter we publish the current opinions of the Sendero Investment Committee on various asset classes used or considered for client portfolios versus their strategic allocation. This report reflects the current opinions of the Sendero Investment Committee on various asset classes used or considered for client portfolios versus their strategic allocation. The comments reflect opinions as of the specific date listed above and can change quickly based on market conditions. Tactical Asset Allocation – September 2018

How Active Is Your Passive ETF?

Sendero Wealth Management Wealth

At Sendero, we believe in combining passive and active strategies in overall portfolio construction, and while fees are an important factor, cheaper is not always better. Do you know why one S&P 500 ETF beat another S&P 500 ETF by 0.09% annualized over the last 10 years? We do! Read more…

How Does Your Cash Stack Up?

Sendero Wealth Management Wealth

Do you know if your bank is offering competitive interest rates? If not, you might want to ask and find out how their rates compare. Sendero has access to several competitive cash management options with yields ranging from…Read more