CWO Marketing

Hot Data, Cool Markets, Good News While markets retreat, the shift in rate expectations show signs the end of rate hikes is near February 2023 Key Observations Strong economic data pushed market expectations to 0.5% more rate hikes by year end. While perhaps overdone, this speaks to the end is near on rising rates. With […]

Markets Start 2023 Off with a Bang Filter out the noise and stay the course January 2023 Key Observations Market Recap Broad asset classes kicked off the new year higher after a not-so-jolly December. Sentiment turned decidedly positive based on slowing wage and job growth and cooling price pressures. These trends provided optimism for a […]

Key Observations Our investment views are based on a simple idea: as facts change, so may our outlook. The last few years have been an interesting period for this ethos as our annual outlook is beginning to feel like a game of ping-pong, oscillating between bulls and bears, as the environment shifts around us. Our […]

We’d like to share our capital market forecasts for this decade. We update asset class assumptions annually to reflect 10-year estimates for asset class returns, standard deviations, skewness, kurtosis and correlations.