Weekly Client Letter

Weekly Client Letter – April 1, 2024

“Yield-Curve Inversion,” occurs when short-term bond yields surpass those of long-term bonds. This unusual pattern, exceeding over 630 days, marks the longest period of inversion since 1970, highlighting investor concerns about the near-term economic prospects. Historically, these inversions have often preceded economic recessions, though they are not foolproof indicators. At Redwood, we are vigilantly monitoring

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Weekly Client Letter – March 25, 2024

In recent times, the surge in market performance has sparked a familiar wave of FOMO-fear of missing out-among investors, compelling many to rethink their strategies in pursuit of higher gains. Historical patterns reveal a tendency for households to shift significantly towards equity securities during these bullish phases, often driven by the allure of immediate returns.

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Weekly Client Letter – February 12, 2024

Investment-Grade Aggregate Bonds are still fighting to find their footing in the recovery process. They’re hitting a wall that’s stopping them from bouncing back completely. This obstacle is dragging out their slump, setting records with each passing day, now at 1,280 days. For years, these bonds have been a staple in the “core bond” portfolios

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