On October 27, 2022, UMF President Chris Walters presented the third quarter market review, “Teeter-Totter: Rates and Ratios.”
Read the Q3 2022 Investor Letter here.
Segment Time | Segment Content |
00:00 – 00:30 | Introduction |
00:30 – 02:28 | Global Equity Markets Year to Date 2022-10-26 |
02:28 – 03:44 | S&P 500 Index: Trailing 180 days |
03:44 – 04:44 | S&P 500 Sector Performance |
04:44 – 06:05 | Domestic vs. International Equities |
06:05 – 06:33 | Bonds: 10-Year Treasury Yield – Trailing 180 Days |
06:33 – 08:41 | CPI: Month-to-Month Change |
08:41 – 09:35 | VIX Index: Trailing 180 Days |
09:35 – 12:00 | Teeter-Totter: Rates and Ratios |
12:00 – 13:17 | The Bond Teeter-Totter |
13:17 – 15:50 | The Interest Rate – P/E Ratio Teeter-Totter? |
15:50 – 16:45 | 20-Year Treasury Rate |
16:45 – 18:10 | S&P 500 Price/Earnings Ratio (1990-2022) |
18:10 – 19:35 | Stay Invested and Remain Diversified |
19:35 – 20:46 | Cumulative GDP Growth (1950-2019) |
20:46 – 22:30 | Diversify to Weather the Storms |
22:30 – 23:32 | UMFNIC Model Allocations |
23:32 – 24:31 | Fund Performance as of October 26, 2022 |